Why tags are needed
Tags can be attached to posts, segments, and contacts. In the case of posts and segments, tags can help you group entities with the same subject matter, making it easier to find things in lists.
Tags for contacts are basically intended as a kind of marker that allows you to segment contacts by time parameters.
Tag manager
A tag is a common entity for messages, contacts and segments. The same tag can be attached to both messages and segments.
In the Data ➔ Tags you can view and edit all tags created in the account. You can add a description to tags in this section. Deleting a tag will unlink it from all entities (posts, segments, contacts) to which it is attached. Changing the tag will change it for all entities to which it is attached.
When creating tags, please note the following rules:
- space, single and double quotes, slashes, commas, special characters are not allowed in the tag name (these characters will be ignored when creating such a tag, so use underscores to create a tag of several words).
- tag length is not limited
- tags are case-sensitive (“tag” and “tag” are two different tags)
Contact Tags
There are a total of two ways to change contact tags:
- through the contact card
- when importing contacts
When attaching a tag via import, pay attention to the post collation setting, which specifies what should be done with new and existing contacts:
- update - the tags selected when creating the import will be added to existing contacts
- replace - the selected tags will replace the already existing tags of the contacts
- ignore - the selected tags will not be attached to contacts
In the import history you can see the tags that were attached to contacts.
When pinning/unpinning a tag through segmentation, you must first recalculate the contacts in the segment, then go to Actions ➔ Pin tags to contacts / Unpin tags from contacts ➔ Save. Changing the tags of a large number of contacts occurs in the background and can take time.
It is impossible to unpin or pin a unique “Bot” tag to contacts. For more information about assigning the “Bot” tag, read this section of the knowledge base.
Contact tags are used for segmentation by tags:
Contacts can be segmented based on whether they have tags or not. For example, when importing, you can pin the tag “Import 01.03” to contacts, and then select as a segment all contacts with this tag.