Table of contents
Creating Tag(s)
Tags are applied at the individual contact level to categorize and organize C=contacts based on specific criteria. To create a Tag, follow these steps:
1. Navigate to "Audience" on the left panel, and click "Tags" under it, as illustrated in the image below.
2. On the main Tags page, click the "Add Tag" button from the top right to create a new tag.
3. A "Create a New Tag" popup form will appear, prompting you to fill in the following mandatory field:
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- Tag Name: Enter the name of the tag that you will later add to the contacts. For example, "Non Active Customer" is being entered in the image below. Learn more about Tagging contacts.
4. After filling in the Tag Name, click Create.
5. Upon successfully creating a new tag, the following will occur:
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- The new tag will be created, and a success notification popup will appear at the top-right corner of the page, as shown in the image below.
- The main Tags page will automatically refresh to display the newly created tag.
Tag Details Panel
To view the details of the newly created tag, follow these steps:
1. On the main Tags page, navigate to the desired tag name, for example, 'Non Active customer,' as shown in the image below.
2. Click the arrow symbol (>) located on the right side of the desired tag name to open its detail panel.
3. The Tag Detail panel displays the tag name at the top, accompanied by a pencil icon for renaming if desired. Additionally, under the tag name is a "Contacts" section indicating whether this tag has been added to contact(s). Learn more about Tagging contacts.
Deleting a Tag
In case a tag is no longer needed, it can easily be deleted. To delete a tag, follow these steps:
1. On the main Tags page, navigate to the desired tag name, for example, 'Non Active customer,' as shown in the image below.
2. Click the arrow symbol (>) located on the right side of the desired tag name to open its detail panel.
3. On the tag detail panel, click the 'bin' 🗑️ button.
4. A "Delete Tag" popup window will appear to confirm the deletion action. Click the "Delete" button to confirm your intention.
5. After successfully deleting the tag, a success notification popup will appear at the top-right corner of the page. The main Tags page will automatically refresh and the deleted tag will be permanently removed from the system.
❗To remove a tag from a contact, use the Contact Details page of that contact. Learn more about removing tag(s) from a contact.
