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Organizing With Tags

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Justin Heeren
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Contents

Adding Tags
Deleting Tags
Browsing and Filtering Tags
Renaming Tags

About

Tags are a great way to organize assets by client or team member, and can be added to campaigns, lists, media files, custom templates, and custom themes. The steps presented in this article are generic, and apply to tagging in the Campaigns Manager, Entries Manager, Emails Manager, Lists Manager, Feeds Manager, Media Manager, Templates Manager, and Themes Manager. Each has a tag feature allowing you to create tags and filter assets by one or more tags.

Adding Tags

To add a tag:

  1. Click the item or items to which you'd like to apply tags. They will highlight in grey.

    Screen_Shot_2018-09-04_at_10.08.43_AM.png

  2. Click the Tag button in the bar at the top.

    Screen_Shot_2018-09-04_at_10.10.41_AM.png

  3. Type the name of the tag into the field.

    Screen_Shot_2018-09-04_at_10.12.22_AM.png

    • Separate multiple tags with commas; words separated with spaces will create a single tag phrase, not multiple tags.

    • Tags already applied to the selected items will show in the middle of the panel.
    • When you start typing, any existing tags will auto-populate in a list below the field; to select an existing tag, just click it in the list.

      Screen_Shot_2018-09-04_at_10.14.57_AM.png
       
  4. Click Save to finish and close the panel.

Deleting Tags

There are a couple of ways to delete a tag - removing it from a specific item, and deleting the tag from all items. We'll cover both:

Deleting a Tag From a Specific Item

  1. Click the item from which you want to remove the tag(s) to highlight.

    Screen_Shot_2018-09-04_at_10.39.30_AM.png

  2. Click the Tag button in the bar at the top.

    Screen_Shot_2018-09-04_at_10.10.41_AM.png

  3. In the middle of the tags panel, you'll see the tags that are currently applied to this item. Click on the blue checkmark on the right of any tag you want to remove; you'll see that it will become unchecked, and the name of the tag will be lined through.

    Screen_Shot_2018-09-04_at_10.45.59_AM.png

    Screen_Shot_2018-09-04_at_10.43.10_AM.png

  4. Click the blue Save button to lock in your changes.

Deleting a Tag From All Items

  1. Open the Tags Manager by clicking Other in the menu bar, then Tags from the drop-down.

    Screen_Shot_2018-09-04_at_10.58.04_AM.png

  2. In the Tags Manager; find the tag you want to delete, then click its red delete icon.

    Screen_Shot_2018-09-04_at_11.02.55_AM.png

  3. You'll get a confirmation prompt. To finish deleting the tag, click the red Delete button.

    Screen_Shot_2018-09-04_at_11.07.20_AM.png

    Note: Deleting a tag will not delete the items to which the tag is attached; this only deletes the tag itself.

 

Browsing and Filtering Tags

To browse or filter items by tag, simply type the tag into the tag bar of the manager. If any matching tags exist, they'll pop in below the field. Just click the tag to show all items with that tag attached.

Screen_Shot_2018-09-04_at_11.13.38_AM.png

Screen_Shot_2018-09-04_at_11.14.49_AM.png

 

To remove a tag from the filter, simply click the X next to the tag you want to remove (in the tag search field). Those specific items will be removed from the results.

Screen_Shot_2018-09-04_at_11.16.26_AM.png

Renaming Tags

To rename a tag:

  1. Open the Tags Manager by clicking Other in the menu bar, then Tags from the drop-down.

    Screen_Shot_2018-09-04_at_10.58.04_AM.png

  2. Click the pencil icon to the right of the tag you're wanting to rename.

    Screen_Shot_2018-09-04_at_11.19.43_AM.png

  3. Type in the new value and click the blue checkmark to save, or click the X icon to cancel.

    Screen_Shot_2018-09-04_at_11.20.42_AM.png

Note: When you rename a tag, it renames the tag for all items to which that tag is attached - regardless of what type (list, entry, email, etc) of item it is. These changes will reflect in the corresponding managers.

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