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Manage Tags

by Intuit Updated 2 weeks ago

Tags are a great way to organize and manage your audience. The Tags page in your audience lets you manage your tag structure, add or delete tags, view contacts assigned to tags, and more.

In this article, you’ll learn how to access the Tags page and what tools and tasks are available to you there.

Access the tags page

To access the tags page, follow these steps.

  1. Click Audience, then click All contacts.
  2. Click the Manage audience drop-down and choose Tags.

Cool you’re there! Read on to learn about the options available on the Tags page.

View and sort tags

When you view your tags on the Tags page, we’ll automatically sort them so your most recent tags appear at the top. To change the order and sort your tags with the oldest tags appearing at the top, click the Arrow icon.

View contacts

To view which contacts have been assigned a tag, click View. We’ll display a segment that shows only contacts with that tag added to them.

Tag options

To view the options for each tag on the Tags page, click the drop-down next to the View button.

From here, you have a few options to choose from.

  • Send Send an email directly to contacts that are assigned to that tag. To target these contacts with a different type of campaign, first view the contact segment. Learn more about sending to tags.
  • Rename Choose this option to change your tag name. This won’t affect the contacts the tag is assigned to.
  • Delete Choose this option to delete a tag from your audience. Tag deletion is permanent, so we’ll ask you to confirm you want to delete your tag in a pop-up modal. Deleting a tag does not remove any contacts from your audience, but it does remove that tag from those contacts.
  • Export as CSV Choose this option to download a CSV file of the contacts assigned to that particular tag. We’ll use your tag name as the title of your export.

Create a tag

From the Tags page, create a new tag to use later, or create a tag, and assign it to multiple contacts in your audience.

Learn more about how to create tags.

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