Tags are highly customizable labels for your contacts. They help you organize them based on information you know about the contact.

After you create tags and add them to your contacts, you can message them with an Email, SMS or Facebook Message, or use tag data to build segments and further target your contacts.

Tags do not update dynamically, they are static which you must manually update.

To get started you need

  • A Basic, Pro, or Plus subscription. If you're unsure what your subscription includes, please contact your account manager or sales@audiencerepublic.com

How to create and add tags

You can add tags to your contacts in the Audience menu, selecting them individually or in bulk. Tags can be added to a customer profile directly. Also when you import contacts you can add them to the entire import too. Depending on what you are doing and how many contacts you want to tag, you can choose the method right for you.

Add a tag when you import contacts

Most commonly you will want to add tags in bulk when you import contacts to the Audience menu or to a list in the Messaging menu.

Import contacts and tag

Add or remove a tag in the Audience menu to a single contact or segment

In the audience menu you add a tag to a single contact or in bulk.

  • Navigate to the Audience menu
  • Search for the contact(s) you wish to add the tag to
  • OR use the filters to select a segment in bulk (insert how to use filters link)
  • Use the tick boxes to select the audience you wish to tag
  • When at least one contact has been selected, the Tags button will appear, click tags
  • Select Add

  • Type the name of your tag and select +Create new tag or if you already have a tag with that name, it will appear as you type
  • Click Save to apply the tag
  • Depending on the size of the audience it may take a few moments for the tags to appear on your audience
  • You can use the filters to view the contacts associated with the tag
  • To remove a tag click Tags, then Remove
  • As you begin to type a list of tags will appear, select the tag(s) you wish to remove and click Save

Add or remove a tag to a Customer Profile

You can also add tags at the Customer Profile level. Customer profiles are available in the Pro or Plus plans only.

  • Select the customer you wish to add the tag to
  • Click any detail about the contact to open their Customer Profile
  • Choose +Add tag
  • Type the name of your tag and select +Create new tag or if you already have a tag with that name, it will appear as you type
  • To remove a tag click the x next to the tag

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