Managing Tags

Managing Tags

Tags are one of the many ways available to you to help with organising data. One or more tags can be applied to each contact record to provide additional information and an easier way for contacts to be located again by searching for that particular tag. 

Within the platform, all areas that allow for contacts to be added, edited or updated will also provide an option
to specify one or more tags for that record.  

Tags do not need to be pre created - when applying a tag, you can enter any value and if it does not exist,
it will be created on the fly. 

Tags are different to segments - a tag is static and holds a collection of contacts whereas a segment does
not hold a collection of contacts and instead, a segment holds a collection of criteria. As such, tags can be
thought of as being static while segments are dynamic.
Find out more details about the difference between Tags and Segments.

Managing Tags - Create, Edit, Rename and Merge

Tags is just a standard contact field that is automatically available on all accounts. Think of Tags as a multiple choice contact field. 
As such, you can manage your tags via the Contact Fields settings area.

Head into the account settings and select "Contact Fields". Locate the Tags field and click the "Edit" button.

Within the Update Contact Field section, you can view all currently created tags. 
To rename a tag, simply update the name within the list. When renaming a tag, this will also update the name across all modules of the platform (eg: Forms, Automations, Contacts, Reports etc...). 

If you wish to remove/delete a tag, select the "X" button associated with that tag. Deleting a tag will also remove it from all contacts that have the tag applied. As well, all other modules of the platform will be affected (eg: if a form was set to add users into that tag, it will no longer do so). An important note: If a tag is used as part of a criteria block in an automation, we recommend that you first update that automation before deleting the tag.

To merge two or more tags together, select the tags and click the "Merge Selected Options" button. Provide the name of the new tag that all your selected Tags will be merged into. 
    • Related Articles

    • What's the difference between segments and tags?

      Segmenting your database allows you to send campaigns to only an audience that is interested in that specific subject/topic. This will lead to higher conversion rates, an increase in open rates and provide a more personalised experience for each of ...
    • Email Authentication and Delivery. A guide to managing SPF, DKIM, DMARC and the domain setup page

      Delivery & policy updates by email providers (eg: Gmail, Yahoo) require that you verify and authenticate your domain in order to be able to continue sending emails. These requirements apply to all companies including your own work emails. We've ...
    • Making Bulk Updates to Contacts

      Contacts can be updated in bulk directly via the Contacts section. This can allow for performing actions such as: Assigning new tags  Updating the email & sms subscription preferences Editing the values of contact fields Mass delete records To ...
    • Searching Your Contacts

      To make searching your contacts easy, we utilise a Key/Value method of search. This allows for searching not only through the values of contact fields but, you can also search data captured through other modules of the platform including third-party ...
    • Understanding and Using Mail Merge to Personalise Your Campaign

      Mail merge allows you to personalise the content of your campaign by inserting values related to the recipient. The most common mail merge is the first name. This allows you to say personally address the receiver of your email or sms campaign.  Every ...