Tags are a flexible way to label and categorize your contacts based on specific characteristics, attributes, or statuses. You can apply multiple tags to the same contact, making it easy to identify and organize contacts across different categories.
While tags and groups can both be used to organize contacts, they serve different purposes. Learn more about when to use groups vs. tags in this article.
How to Create a New Tag
To create a tag:
From the left navigation, click Contacts.
Select one or more contacts.
Click the Tags icon.
Enter a name for the tag you want to create.
Click New Tag.
Click Assign to assign the new tag you created to the selected contact(s).
How to Apply Tags
You can apply tags to one or multiple contacts from the Contact Hub. You can also apply tags directly from an individual contact's profile.
From the Contact Hub
From the left navigation, click Contacts.
Select one or more contacts.
Click Actions.
Click Assign Tag.
Select the tag or tags you want to apply.
Click Assign.
From a Contact Profile
Open the contact's profile.
From the Overview tab, find the Tags section.
Click Edit.
Select the tag or tags you want to apply from the dropdown.
Click Save.
You can apply multiple tags to the same contact. For example, a contact could have the tags Fashion, VIP, and Summer Campaign.
How to Unassign Tags
You can remove tags from one or multiple contacts from the Contact Hub. You can also remove individual tags from a contact's profile.
From the Contact Hub
From the left navigation, click Contacts.
Select one or more contacts.
Click the Tags icon.
Select Unassign Tags.
Select the tag or tags you want to remove.
Click Unassign.
From a Contact Profile
Open the contact's profile.
Find the Tags field.
Click Edit.
Click the X icon on the tag you want to remove.
Click Save.
Removing a tag does not delete the tag. It only removes the tag from the selected contact.
Have a question about Tags that wasn't covered here? Please reach out to us at [email protected] and we'd be happy to help! đ