Importing tags

Before you get started

• Familiarize yourself with Segments and Tags
• Make sure your data is in a CSV file and meets our import data formatting requirements

Importing Tags 

If you want all of the contacts in a file to have the same tag or tags, then you do not need to include tag values in your import CSV file. You can simply add a tag (or multiple tags) to all contacts within the file at the first step of the import:

If there are varying tags for each contact, then you do need to include tag values in your import CSV file. You can only include 1x column of tags per CSV import. 

Note that only these character types can be imported for tags:

• Letters abcdefg
• Numbers 12345
• Hyphen -
• Underscore _ 
• Colon : 

Single tags

If you have a single tag per contact, simply include a column called Tags that includes those values:

Multiple tags

If there are multiple tag values per contact, each tag should be separated by a comma:

Spaces in between values are also accepted.

Including Commas 

You cannot have that comma inside of the quotes:

Commas can only be outside between the quotes, it separates one tag from the next - for example: 

Merging multiple tags into one column 

If your tag data is not formatted into one column, you will need to merge it. 

Create a new column called Tags. Then, you can use the below formula: 

=CELL&","&CELL

Replace CELL with the cells that contain the data you want to merge.

For example, if this was your data:

The formula would be: =D2&","&E2

Here is a quick video demonstration:

To merge additional tags, simply extend the formula. 

For example, if this was your data:

The formula would be: =D2&","&E2&","&F2

Still need help?

Contact us at [email protected]