Getting Started with Tags

Tags are a flexible way to organize your Audience Center contact segments and other assets across Act-On. You can apply multiple tags to a segment, filter by tag to quickly group related segments, and use tag colors to indicate categories at a glance.

Tags appear throughout Act-On and help keep your workspace organized.

When to Use Tags

Use tags to organize and categorize segments in Audience Center > All Contacts. Tags allow you to:

• Group segments by geography
• Label segments by year created
• Assign segments to sales users
• Indicate industries or demographic groups
• Distinguish segments created by teams or partners
• Highlight high-priority segments

Instructions

Create a New Tag

To create a new tag:

1. Go to Audience Center > All Contacts.
2. In the Segments panel, open Tags and select Add a tag.
3. Enter a name and choose a color.
4. Click Create.

You can also create new tags through Manage Tags:

1. Go to Audience Center > All Contacts > Segments > All Segments.
2. Hover over a segment and select add tag.

3. Type the name of your new tag.
4. Choose a color from the Choose color menu.
5. Select Create tag.

Manage Your Tags

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

Apply Segment Tags

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

4. Click Apply.

Remove Segment Tags

1. Hover over the segment and select Manage Tags.
2. Click any selected tag to remove it.
3. Click Apply.

Add Tags to Multiple Segments

You can apply tags to multiple segments at once:

1. Go to Audience Center > All Contacts > Segments > All Segments.
2. Select the segments using the checkboxes.
3. In the blue bar, select Add Tags.
4. In Choose tags, select the tags you want.
   • Note: You cannot remove tags when editing multiple segments.
5. Click Add.

Edit or Delete Tags

To update or remove tags across all segments:

1. In the Segments panel, open Tags.
2. Hover over the tag.
3. Select Edit to update the name or color, then save.
4. Select Delete to remove the tag.
   • Note: Deleting a tag does not delete the segments that use it.

Filter Segments by Tags

When viewing segments in All Contacts > Segments, tags appear in the Tags column. Select a tag to filter the list and show all segments using that tag, no matter which folder they are in.

You can also filter segments by expanding the Tags section in the left panel and selecting the tag you want.