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Use Tags to Group Your Subscribers

Easily organize and message the right people with targeted tags.

Emily avatar
Written by Emily
Updated this week

Tags are a powerful way to group and organize your subscribers so you can send messages to specific segments. Whether you’re creating smaller subgroups within a Keyword or combining contacts from multiple Keywords, Tags give you flexible, precise control over your audience.

🚀 New! Manage Tags More Easily Inside the Platform

We’ve made it easier than ever to create and manage tags directly in the platform without needing to upload a CSV file!

Here’s how to use the new Tags page:

  1. Go to the Tags page from the left-hand menu.

  2. Click "Add Tag" in the top right corner.

  3. Give your tag a name, add an optional description, then click Save

    • Tag names must be unique and can include letters, numbers, punctuation, and spaces.

  4. To add contacts to a tag:

    • Click on the tag name.

    • Click "Add Contacts"

    • Select the contacts you want to tag.

    • Click "Add Contacts" in the top right corner

    • To edit a tag’s name or description, click the tag, make your changes, and click Save.

    • To delete a tag, click the three dots next to it on the Tags page and choose Delete.

✅ Classic Tagging Options Still Available

If you prefer working with spreadsheets or want to update contacts in bulk, you can still add and manage tags through CSV uploads or on individual profiles.

Add Tags via CSV Upload

  1. Open your CSV file and make sure it includes these headers (even if some columns are empty):
    ​Phone, First Name, Last Name, Email, Address, City, State, Zip, Company Name, Tags

  2. In the Tags column (column J), add your desired tags, separated by commas.
    Example: VIP, New Customer, Loyalty Program

  3. Upload your file as usual and the tags will automatically apply to each contact.

Update Tags After Uploading

If you want to add or change tags after uploading contacts:

  1. Download your subscriber list from the dashboard.

  2. Add or update the Tags column (column J).

  3. Re-upload the file.
    This will update your contacts’ tags without unsubscribing anyone.

✉️ How to Send a Message to Tagged Groups

  1. Go to the Contacts tab.

  2. Open the Filters panel and scroll to Tags.

  3. Select the tag you want to target.

  4. Select your contacts in bulk using the checkbox above the list.

  5. Click the blue "Send Message" button.

  6. Compose your message and click "Send Now."

Important: Do not select a Keyword in the "choose who to send" section when sending to a tagged group. You’ve already selected your recipients using the tag filter.

This method ensures that your message goes to exactly the right group, making your campaigns more focused and effective.

Need help? Reach out to our support team anytime. We’re happy to assist you! 😊

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