Manage tags

EARLY ACCESS

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You can add, remove, delete, and duplicate tags to organize and categorize your customer profiles.

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Add tags to person profiles

You can add tags to profiles from the Persons page or from a person profile.

You can add existing tags or create new ones.

Add tags from Persons page

To assign a tag to one or more profiles:

1. Go to Customer Profiles → Persons.
2. Use search and filter options to get the required list of profiles.
3. Select the box next to the profiles to which you want to add the tag.
4. Select Manage tags.
5. Search for an existing tag or create a new one.
6. Confirm your selection.

Add tags from person profile

To add a tag to a single profile:

1. Go to Customer Profiles → Persons.
2. Open the profile.
3. In the Attributes, tags, and events tab, select + Add tag.
4. Search for an existing tag or create a new one.
5. Confirm your selection.

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Remove tags from person profiles

When you remove a tag from a profile, the tag is unassigned from the profile. The tag is not deleted from the Tags list.

Remove tags from a profile

To remove one or more tags from a single profile:

1. Go to Customer Profiles → Persons.
2. Open the profile from which you want to remove tags.
3. In the Attributes, tags, and events tab → Assigned tags section, select the X mark for the tags you want to remove.
4. In the confirmation screen, select Remove tag.

Remove tags from multiple profiles

To remove one or more tags from multiple profiles:

1. Go to Customer Profiles → Persons.
2. In the left pane → Filters section → Tags field, select the tag you want to remove. You can select multiple tags.
3. Select the profiles from which you want to remove the tags.
4. Select Manage tags.
5. Deselect the tags you want to remove.
6. In the confirmation screen, select Remove.

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Add tags to imported profiles

When you import contacts to Customer Profiles, you can assign tags to track the profiles that are imported.

As part of the import process, after you select Analyze, select one of the following options:

• None - Tags are not applied to the imported profiles
• Automatically - A default system tag is applied to the imported profiles. This tag contains the time and date of the import.
• Manually - Create new tags or select existing tags to apply to the imported profiles. You can add more than one tag.

To include the tagged profiles in an active Journey, enable Add tagged profiles to an active flow.

For detailed instructions, see Import person data.

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Delete a tag

When you delete a tag, it is removed from the Tags page and from all profiles that contain the tag.

To delete tags:

1. Go to Customer Profiles → Tags.
2. Delete the tag:
   1. To delete a single tag, select the three dots next to the tag and select Delete.
   2. To delete multiple tags, select the box next to the tags you want to delete and then select Delete.

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Duplicate a tag

To duplicate a tag:

1. Go to Customer Profiles → Tags.
2. Select the three dots next to the tag.
3. Select Duplicate.

A copy of the tag is created.

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