How to create, add or remove tags

Modified on Fri, 11 Oct at 9:06 AM

How to create and add tags

You can add or remove tags from your contacts in the Audience menu, by selecting them individually or in bulk. Tags can be added to a customer profile directly. Also when you import contacts you can add them to the entire import too. Depending on what you are doing and how many contacts you want to tag, you can choose the method right for you.

Add a tag when you import contacts

Most commonly you will want to add tags in bulk when you import contacts to the Audience menu or to a list in the Messaging menu. See this guide on importing tags.

Add or remove a tag in the Audience menu to a single contact or segment

In the Audience menu, you can add a tag to a single contact or in bulk

Navigate to the Audience menu
Search for the contact(s) you wish to add the tag to
OR use the filters to select a segment or tag in bulk
Use the tick boxes to select the audience you wish to tag
When at least one contact has been selected, the Tags button will appear, click tags
Select Add

Type the name of your tag and select +Create new tag or if you already have a tag with that name, it will appear as you type
Click Save to apply the tag
Depending on the size of the audience it may take a few moments for the tags to appear on your audience
You can use the filters to view the contacts associated with the tag
To remove a tag click Tags, then Remove
As you begin to type a list of tags will appear, select the tag(s) you wish to remove and click Save

Add or remove a tag to a Customer Profile

You can also add tags at the Customer Profile level. Customer profiles are available in the Pro or Plus plans only.

Select the customer you wish to add the tag to
Click any detail about the contact to open their Customer Profile
Choose +Add tag
Type the name of your tag and select +Create new tag or if you already have a tag with that name, it will appear as you type
To remove a tag click the x next to the tag

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