How to Use Tags

Add Tags to your contacts to efficiently manage the contacts in your Contacts tab. Learn to utilize Tags to organize and categorize your List.

In this article:

• What are tags?
• 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

What are tags?

Tags are tools to help you manage your contacts on Kajabi.

With Tags on Kajabi, you can create segments, filter your contacts, create email sequences specific to contacts with a Tag, and more.

Tags are built to help you organize, categorize, and manage your List more efficiently throughout your site on Kajabi.

Manually add tags to contacts

Add tags to individual contacts:

• Open the Contacts tab from the Dashboard. 
• Select the name of the contact you wish to view.
• Click Add Tag.
• Open the dropdown menu to create a new tag or choose an existing one.
• Click Save to keep and apply your changes:

To tag your contacts during import: 

• Open the Contacts tab from the Dashboard.
• Navigate to the top right corner of the page.
• Click + Add Contacts.
• 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

Automatically add tags after a set action occurs 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 Contacts 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 Contacts 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 Contacts tab from your Dashboard. 
• Click Manage tags.
• Click the pencil icon to edit the tag:

Permanently delete a tag

To delete a tag from your site:

• Open the Contacts tab from your Dashboard. 
• Click Manage tags.
• Click the delete icon.
• Confirm the deletion by retyping the tag exactly as it appears.
• Then, click Delete tag to confirm: