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How to Create Tags in Audience

A guide to creating Tags for categorization and tracking of contacts within your zkipster Audience account.

Pedro Barleta avatar
Written by Pedro Barleta
Updated over a week ago

Tags in zkipster Audience help you categorize and manage your contacts more efficiently. Whether you’re segmenting your list for events, tracking specific contact lifecycle status, or organizing internal teams, tags provide a flexible and powerful way to organize your data.

This article walks you through how to create, manage and assign tags to contacts in Audience.


What Can You Use Tags For?

Once you create and assign a tag to a contact, the tag becomes available as a filter, allowing you to easily manage contacts that have been assigned with the same tag.

Although some examples of its applications are provided below, you can also think creatively and adapt it to suit your specific requirements. For instance, you can use tags for:

  • Segmenting Contacts by Engagement
    Apply tags like "VIP Donors," "Newsletter Subscribers," or "Event Attendees" to group contacts by engagement type.

  • Contact Lifecycle Management: Tag contacts as "New Lead," "Active Customer," or "Loyal Customer" to manage their journey.

  • Marketing Campaign Targeting: Segment lists with tags like "Promo Responders" to target marketing campaigns more effectively.

  • Project Team Organisation: Tag internal contacts involved in projects with labels like "Project Alpha Team."

How to Create a Tag

zkipster Audience software screenshot

  1. Navigate to the “Tags” section from your zkipster Audience interface.

  2. Click “Create Tag” - this opens a tag creation form.

    zkipster Audience software screenshot

  3. Fill in Tag Details

    • Name your tag.

    • Choose a color (from 16 options) for easy identification.

  4. Finalize or Cancel

    • Click “Create Tag” to save.

Please note: users can create up to 100 tags per zkipster Audience account.


Using the Tags Manager

Once you create a tag, it will appear within a Tags Manager in the Tags section. The Tags Manager displays all your tags along with their detailed information, including the tag's name, author, color, creation date, the person who last modified it and when, as well as the number of contacts assigned to that tag.

It is also from the Tag Manager screen where you can edit, merge and delete tags following the steps outlined below:

How to Edit a Tag

zkipster Audience software screenshot
  1. In the Tags Manager, click the pencil icon next to the tag.

  2. Update the name and/or color.

  3. Click “Edit Tag” to save or “Cancel” to discard changes.

How to Delete a Tag

zkipster Audience software screenshot
  • Single tag: Click the trash can icon next to a tag.

  • Multiple tags:

    1. Select tags via checkboxes.

    2. Click “Actions” > “Delete Tags”.

    3. Confirm by checking the box and clicking “Delete Tags”.

Please note: Tag deletions are permanent and cannot be undone.

How to Merge Tags

zkipster Audience software screenshot

  1. Select the tags you want to merge.

  2. Click “Actions” > “Merge Tags”.

  3. Provide a new tag name and choose a color.

  4. Confirm the merge.

Please note: Merging tags is a permanent action and cannot be undone.


Assigning Tags to Contacts

You can assign tags to contacts in two ways:

Option 1: From a Contact’s Profile

  1. Open the contact’s profile.

  2. Find the relevant tag field.

  3. Select the desired tag(s) from the dropdown.

Option 2: From a Contact List

  1. Select one or more contacts using the checkbox next to their name.

  2. Click “Actions” > “Add Tag”.

  3. Choose the tag(s) to apply.


✅ Best Practices & Tips

  • Be consistent with naming conventions (e.g., “VIP - Donor” vs “Donor VIP”).

  • Use colors strategically to visually differentiate tag types.

  • Regularly audit and merge similar or redundant tags to keep your database clean

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