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Create new tags, delete outdated tags, rename a tag, and view all the contacts assigned to each tag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 apply to your contacts to help you start with contact segmentation. Tags can be applied to contacts on different contact lists, and they act as a filter when sending an email or creating a segment. Here's everything you need to know:

1. From the Contacts page, click the button with the three dots in the upper right-hand corner and select the "Manage tags" option.
2. From the Manage tags page, 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 contact details and custom fields can be used 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.

3. Click the + Create new tag button in the upper right-hand corner of the page.
   
   
   
   
4. Enter the name of your tag into the Tag name field. Each tag can have up to 255 characters.
5. Click the Create button.
   
   
   
   

Once your tags are created, you can manually add them to individual contacts or apply them to a group of contact.

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, but it's easy to search for the one you need! The search doesn't have to be exact, either. The search looks at the whole tag name, including at characters in the middle of a word.

3. Enter the tag name or a few characters of the name into the Search field and then hit Enter.
   
   

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.

3. In the All tags table, click on the name of the tag you want to review.
   
   
   
   
4. (Optional) From the tag view, you can review, make changes, or take actions on:

• An individual contact - Place your cursor over a contact and click the Preview (eye icon) button to open up the contact panel. You can view recent activity, or make edits to the contact's record, and add notes, etc.
  
  
  
  
• 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. You can send a previously sent email, add or remove contacts from a list, add or remove tags, export the contacts into a spreadsheet, or delete the contacts.
  
  
  
  

Rename a tag

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

3. Next to the tag you want to view, click the three dots to expand the drop-down menu and select the "Rename" option.
   
   
   
   
4. Update the name of your tag.
5. Click the Save button.
   
   
   
   

Delete a tag or multiple tags

When you no longer need a tag, 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 it was assigned to, but doesn't affect your contacts in any other way.

3. Select the tag or tags you want to delete.
   Note: Alternatively, you can delete tags one at a time by clicking the three dots next to the tag and selecting the "Delete tag" option from the drop-down menu.
4. Click the Delete tags button on the upper right-hand side of the table.
   
   
   
   
5. Click the Delete button to confirm the action.
   
   
   
   

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 who 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?