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Documentation Index

Fetch the complete documentation index at: https://help.privy.com/llms.txt

Use this file to discover all available pages before exploring further.

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What is a Privy Tag?

Privy Tags are labels that you create to organize your contacts. Privy Tags are highly customizable and can be applied during an import or via a contact’s profile. Privy Tags can be used in a variety of ways to identify customers, such as wholesale clients, local customers, VIP customers, and more. Once a tag is applied, it becomes available for contact filtering and audience segmentation.

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Add Tags during a Contact Import

When you import a spreadsheet (CSV) of contacts, you will reach a Tags step. This step in the import process allows you to apply new or existing tags to all of the contacts included in the import file. Screenshot showing the page of the import process where you select or create tags for your Contacts

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Add Tags at signup via a display

To apply tags automatically when a contact signs up through a specific display, configure the Signup Tagging section in that display’s settings. See Signup Tagging under Display Advanced Settings.

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Add Tags to a Contact Profile

To add Privy Tags to contacts individually:
  • Navigate to your Contacts page.
  • Search for and select the contact that you’d like to tag.
  • Select the Add a tag option from the Attributes section of the sidebar.
  • Select an existing tag, or create a new one. You can add more than one tag, if desired. Save.

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Remove a Tag from a Contact Profile

To remove Privy Tags from a contact’s profile:
  • Navigate to your Contacts page.
  • Search for and select the contact that you’d like to edit.
  • Select the Edit option next to the contact’s tags from the sidebar’s Attributes section.
  • Remove (X) the desired tags and Save.

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Put your Tags to work

Once a Privy Tag is applied to at least one contact, it becomes available for contact filtering, newsletter audience segmentation, and tag-based Flows.

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Apply Tags from a Flow

You can also apply tags automatically with a Tag Contact action in the Flow builder. When a contact reaches that step, Privy adds the Tag(s) you configured and they continue through the rest of the Flow. See Create a Flow for setup steps.

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Trigger Flows from Tag changes

You can start a Flow when tags are added to or removed from a contact. In a Start From Scratch Flow, choose:
  • Contact Tagged to start the Flow when one or more tags are applied.
  • Contact Untagged to start the Flow when one or more tags are removed.
A tag-based Flow starts when the tag changes. Contacts who already have the tag will not enter until the tag is added or removed again after the Flow is active.

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Contact Filtering

  • Navigate to your Contacts page.
  • Click on the Filters dropdown menu and select the Privy Tags filter.
  • Select which Tag(s) you’d like to filter by, and click Apply to apply the filters.

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Segmentation

To use a tag for the segmentation of your Campaign recipients:
  • Navigate to Contacts > Segments on the left side of your dashboard.
  • Select Create Segment in the upper right.
  • Select the Privy Tags filter and select which Tag(s) you’d like to segment by.
Screenshot showing how to build a custom segments by selecting Privy Tags