Add Tags to your contacts to efficiently manage the contacts in your People tab. Learn to utilize Tags to organize and categorize your List.
In this article:
- The basics of using tags
- Add tags to contacts
- Add a tag during import
- Bulk tag
- Remove a tag from a user
- Edit an existing tag
- Permanently delete a tag
The basics of using tags
Tip:
Use Tags when designing Segments to create personalized marketing and easily organize, track, and manage your People tab. Additionally, learn to Add Tags with Automations to scale your business and automatically add Tags to contacts after various actions occur on your site.
Add tags to contacts
Add tags to individual contacts:
- Click on the People tab from the Dashboard.
- Select the name of the contact you wish to view.
- Click Add Tag in the top right Tags section.
- Open the dropdown menu to create a new tag or choose an existing one:
Note:
This process is the same for Members and Contacts. Keep in mind, each site has a total limit of 100 tags per site.
Add a tag during import
To Tag your contacts during import:
- Open the People tab from the Dashboard.
- Navigate to the top right corner of the page.
- Click + Add People.
- Select Add tags to choose an existing Tag or enter a new Tag to apply during import:
Bulk tag
Add Tags to a filtered selection of contacts in bulk:
- Open the People tab from the Dashboard.
- Click Select All to bulk select your list.
- Use Filters to narrow your list.
- After selecting all, click the Actions dropdown.
- Click Tags in the dropdown menu.
- Then, select Add Tag to select an existing tag or enter a new Tag into the field.
- All the users in your filtered selection will be tagged:
Remove a tag from a user
To remove a tag from contact:
- Open the People tab from the Dashboard.
- Select the name of the contact you wish to edit.
- Click the remove icon to the right of the Tag name:
Edit an existing tag
- From the Dashboard, click the People tab.
- Select a Member and click View All Tags.
- Click ✎ to edit the tag:
Permanently delete a tag
To delete a tag from your site:
- From the Dashboard, go to the People tab and select a user from your list.
- Click the View All Tags button to the right of the Tags header.
- Click on
…and then select Delete. - Confirm the deletion by retyping the tag exactly as it appears:
Note:
Each site has a total limit of 100 Tags.
