Assigning tags to contacts

Effective contact management is crucial in Mautic, and tags play a vital role in segmenting and organizing your contacts. Assigning tags allows you to categorize contacts based on specific characteristics, interests, or behaviors, enabling targeted communication and personalized experiences.

By assigning the right tags to your contacts, you can create better campaigns, send personalized emails, and tailor your marketing efforts to specific people of your audience. In order to achieve this, it's essential to understand how to assign efficiently.

Note

Tags can be used tactically for short-term segmentation, while custom fields are more suitable for long-term, formal data storage.

Also, when dealing with multiple values for the same contact attributes, tags can offer a more versatile approach when compared to custom fields.

Info

You can create new tags while editing a contact.

Steps

1. Navigate to the contacts page in Mautic.
2. Identify the contacts you wish to tag.
   • If tagging based on form inputs, ensure the form is configured to create tags from specific fields.
3. Assign tags to contacts:
   • For individual contacts:
     • Click on the contact name
     • On the top of the page, click on to edit the contact
     • Scroll down until you find the Tags field and click to add or create tags manually.
   • To assign tags in bulk:
     • On the contacts list, click on the boxes to select the contacts.
     • Search for the dropdown on the table header and click on it
     • Select Change tags
     • On the opened dialog, fill the fields to add or remove tags
     • Finish by clicking on Save
4. Verify that the tags have been assigned correctly by checking the contact's details.

Results

Contacts in Mautic should now have the appropriate tags assigned.

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