Tags are a flexible and powerful way to organize your Audience Center contact segments – and other assets within Act-On. Apply multiple tags to a segment to categorize it differently and easily filter by tag to see your relevant segments grouped together. You can also use colors to indicate different categories of tags.

Tags are available throughout Act-Onto to help you keep organized!

When to use tags

Use tags to organize and categorize your segments in Audience Center > All Contacts. With tags, you can:

• Group segments by geography
• Indicate segment relevance by year created
• Assign segments to sales users
• Designate industries or other demographic factors
• Categorize segments created by you and by partners
• Highlight important segments

Instructions

Create a New Tag

To create a new tag for your contact segments:

1. Go to Audience Center > All Contacts.
2. In the left-hand Segments panel, go to Tags and click  Add a tag to create a tag.
3. Enter a name and select a color for your new tag.
4. Click Create:

You can also create new tags with Manage Tags. To do this:

1. Go to Audience Center > All Contacts > Segments > All Segments.
2. Hover over the segment you want and click    add tag:

3. In the Manage Tags pop-up, type your new tag's name in the input field.
4. On the left, click the  Choose color drop down & select a color for your tag.
5. On the right, click  Create tag to create your new tag.

Manage Your Tags

Apply or remove tags for individual segments in Segments > All Segments.

Apply Segment Tags

1. Go to Audience Center > All Contacts > Segments > All Segments.
2. Hover over the segment you want and click    add tag.
3. In Choose tags, click to select the tags you want to apply. Selected tags display a teal checkmark:

4. Click Apply.

Remove Segment Tags

1. Hover over the segment you want to edit and click  Manage Tags.
2. In Choose tags, click any check-marked tag to remove it.
3. Click Apply to remove these tags.

Add Tags to Multiple Segments

You can also apply tags to multiple segments at once. To do this:

1. Go to Audience Center > All Contacts > Segments > All Segments.
2. Use the checkboxes on the left to select all the segments you want.
3. In the blue bar at the top, on the right click  Add Tags
4. In Choose tags, click to select the tags you want to apply. Selected tags display a teal checkmark.
   • Note: You cannot remove existing tags when managing multiple segments.
5. Click Add.

Edit or Delete Tags

To edit or delete tags across all of your segments:

1. In the Segments panel on the left, open the Tags section.
2. Hover over the tag you'd like to edit or delete.
3. Click  Edit to edit the tag's name or color & click Save.
4. Click  Delete to delete the tag from your segments.
   • Note: Deleting a tag will not delete any associated segments.

Filter Segments by Tags

Tags can help you filter your segment lists. When viewing segments in All Contacts > Segments, you'll see any color-coded tags in the Tags column of your segment rows. To filter your segments by a tag, click on the desired tag. This will create a list of all segments using that tag, regardless of what folder they're currently in.

You can also filter with tags by expanding the Tags section in the Segments panel and then clicking the tag you want to use to filter your segments.