Add or remove tags

Add or remove tags from a contact or group of contacts

Did you know? We're in the process of making improvements to the All contacts table and rolling it out to our customers. If your All contacts table looks different, view this article for adding and removing tags from contacts instead.

Tags are labels you can add to contacts, even if they're on different lists, that help you manage your contacts and segment your audience. New tags can be created simultaneously when you add them to your contacts, and you can create up to 500 unique tags. Tags are also easy to remove when they are no longer applicable.

• Add or remove tags from an individual contact
• Add or remove tags from a group of contacts
• Use tags to segment your contacts

Did you know? If you have a large number of contacts that need to be updated with tags, you can update them all at the same time by importing a file with a "Tags" column.

Add or remove tags from an individual contact

1. From the All contacts table, search for the contact you want to edit.
2. Place your cursor over the contact's name and click the View (eye) button.
   
   
   
   
3. Click the View full details button in the lower left-hand corner of the page.
   Note: If your contact has existing tags, they're listed at the top of the contact record.
   
   
   
   
4. From the Details tab, scroll down to the Tags section and click the Edit (pencil) icon.
   
   
   
   
5. Update the tags for your contact:

• Add a tag - Select a tag from the drop-down menu. If you add a few characters from an existing tag into the search field, the tags are narrowed down for you.
• Create a new tag - Type the name of your new tag into the Search to add tags field and select the "+Create new [tag name]" option from the drop-down menu. The new tag is now also available to add to any of your contacts.
• Remove a tag - Click the X on the right-hand side of the tag you want to remove. Removing a tag doesn't delete it, so you're still able to add it to other contacts.
  
  
  
  

Add or remove tags from a group of contacts

1. From the All contacts table, search for the contacts you want to edit.
2. Select the contacts and click Actions >Add tags or Remove tags.
   
   
   
   
3. Select a tag from the drop-down menu, or enter a couple of characters into the Search tags field to narrow your tag options.
   Note: If you want to create a new tag, type in the name of your new tag and select the "+Create new [tag name]" option from the drop-down menu. The new tag is now also available to add to any of your contacts.
4. Click:

• Add tags
  
  
  
  
• Remove tags
  
  
  
  

Use tags to segment your contacts

Tags are an easy way to start with contact segmentation, which allows you to deliver the right content to the right contacts at the right time.

• Create a list from tagged contacts
• Filter your contacts by tags when sending an email
• Create a segment of contacts by choosing specific criteria
• Use the Automation Path Builder to add or remove tags from your contacts

Questions?