Add Tags to Your Contacts

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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. 

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Add Tags to a Contact Profile

To add Privy Tags to contacts individually:

• Navigate to Contacts > All Contacts. 

• 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 Contacts > All Contacts. 

• 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 and newsletter audience segmentation. 

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Contact Filtering

• Navigate to Contacts > All Contacts. 

• Select the Privy Tags filter option from the sidebar.

• Configure the filter’s options and select which Tags you’d like to filter by. Click the Filter button to refresh your results.

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Segmentation

To use a tag for the segmentation of your Campaign recipients:

• Navigate to Contacts > Segments.

• Select Create Segment in the upper right.

• Select the Privy Tags filter and select which Tag(s) you’d like to segment by.