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:
- Add tags to contacts
- Add a tag during import
- Bulk tag
- Adding tags with automations
- Remove a tag from a user
- Edit an existing tag
- Permanently delete a tag
Manually add tags to contacts
Add tags to individual contacts:
- Open 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.
- Follow the importing process.
- After mapping your columns, select Add Tags in the Bulk Actions step.
- Then select an existing tag or enter a new tag:
Adding tags with automations
Follow the links below to learn more about adding tags with automations:
- Add a tag after form submission
- Add a tag after an email sequence is completed
- Add a tag after an offer purchase
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
To edit an existing tag:
- Open the People tab from your Dashboard.
- Search and select a Member.
- Then, click View All Tags.
- Click the pencil icon to edit the tag:
Permanently delete a tag
To delete a tag from your site:
- Open the People tab from your Dashboard.
- Then, select the contact you wish to update.
- Click the View All Tags button to the right of the Tags header.
- Click the delete icon.
- Confirm the deletion by retyping the tag exactly as it appears:
Note:
Each site has a total limit of 100 Tags.