Create and manage tags

Create new tags, delete outdated tags, rename a tag, and view all the contacts assigned to each tag

Tags are simple labels you can add to your contacts. Tags can be applied to contacts that are on different contact lists and act as a filter when you send an email or create a segment. Here's everything you need to know:

1. Click Contacts > Tags.
2. The Tags tab is automatically selected for you. From here you can:

• Create a new tag
• Search for a tag
• View contacts associated with a tag
• Rename a tag
• Delete a tag or multiple tags
• Use your tags with other Constant Contact tools
  
  
   

Did you know? Tags are used to help you organize your contacts internally, while you can use contact details and custom fields to personalize what each unique contact sees externally in your email content.

Create a new tag

You can create up to 500 unique tags in your account.

1. Click Create Tag.
   
   
    
2. Enter the name of your tag.
3. Click Save.
   
   
    

Once you have your tags created they can be manually added to individual contacts, or can be applied to a group of selected contacts.

Save time: Have a large group of contacts to update with tags? Add a "tags" column to a spreadsheet of your existing contacts, fill in the tags, and then import it into your account. This adds the tags and doesn't alter any of the existing contact information you have on file unless you also alter it in your spreadsheet.

Search for a tag

You can have up to 500 unique tags in your account, and it's easy to search for the one you need. The search looks at the whole word, so you can enter the first couple of letters, or letters in the middle of a word.

1. Enter a few characters for the tag you want to find into the Search field. Your search results start to filter after you type the first character, but it might not be as obvious at first if you have a large number of tags. 
   
   

View contacts associated with a tag

 You can see a full list of all the contacts with a specific tag applied to them, and then make edits to the individual contacts, or bulk edits to a group of selected contacts with the same tag.

1. Next to the tag you want to view, click . . . > View tag.
   
   
    
2. (Optional) From the tag view, you can review, make changes, or take actions on:

• An individual contact - Next to the contact you want to review, click .  .  .  to expand the drop-down menu and select an option.
  
  
   
• A group of contacts - Select the contacts you want to work with and then click Actions to expand the drop-down menu and select an option.
  
  
   

Rename a tag

If you made a typo or just need to make an adjustment, it's easy to rename a tag.

1. Next to the tag you want to view, click .  .  . > Rename.
   
   
    
2. Update the name of your tag.
3. Click Save.
   
   
    

Delete a tag or multiple tags

When you don't need a tag any more, you can get rid of it to keep your tags organized and up-to-date. Deleting a tag removes it from all of the contacts that it was assigned to, but doesn't affect your contacts in any other way.

1. Select the tags you want to delete.
2. Click Actions > Delete.
   
   
    
3. Click Delete to confirm the action.
   
   
    

Alternatively, if you only want to delete a single tag, you can click .  .  .  > Delete next to the individual tag.

Use your tags with other Constant Contact tools

There are a couple of different ways to use tags to help you get the right content, in front of the right contacts, at the right time:

• Send an email to a tag - If you have under 10,000 active contacts in your account, you can filter your list by tags when you send an email. This lets you send to contacts who have a tag, or exclude them from receiving your email.
• Create a segment using tags - Our segmentation tools help you to find the right contacts for your message so you can send more targeted content. When you create a segment, you can add or exclude contacts with a specific tag from being part of the segment.
• Use automation to add or remove tags - Our Automation Path Builder includes an option for automatically adding or removing tags from the contacts that reach a specific step in your path.

Learn more: Want to learn more about using tags? Check out our article for using contact lists, tags, and segments based on your list size.

Questions?