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Organize Contacts with Tags

Learn how to add tags to contacts different ways in Omnisend

Ira avatar
Written by Ira
Updated over a week ago

Tags are labels you create to organize and segment your Audience. Use tags to categorize contacts based on their behavior, preferences, or source – then target them with personalized campaigns and automation workflows. There's no limit to the number of tags you can create.


Where to View Tags

Tags are visible in two places:

  • Individual contact profiles – Go to Audience → Contacts → open any profile → scroll to the Tags section

  • Audience → Tags – View all tags, contact counts per tag, and bulk export/delete options

Tags are not displayed as a column in the contact list table.

Ways for Adding Tags

There are a few ways to tag your contact:

  • Add a tag to your contact's profile page.

  • Add a tag in bulk in the Audience tab.

  • Add a tag in the Signup Form.

  • Add a tag in Automation flows.

  • Add a tag while importing your contacts.

Each of these options offers specific benefits and can provide valuable insights into your contacts. Let's check each of these options in greater detail.

Add a Tag to a Contact's Profile Page

To tag a single contact, open their profile and add or create tags.

Go to Audience → select a contact → scroll to Tags → click Add → type the tag name → select an existing tag or create a new one.

💡 Tip: You need to click Add separately for each tag on the profile page. To tag multiple contacts faster, use bulk tagging (see below).

Add Tags in Bulk in the Audience Tab

You can tag contacts in bulk from your whole contact list or from a segment.

Step 1. Go to AudienceContacts (or open a saved segment)

Step 2. Select contacts:

  • Check individual contacts, or

  • Click the button next to Name → select all contacts

Step 3. Click ActionsAdd tag → choose or create a tag

⚠️ Important: Bulk tagging applies only to contacts currently in the segment. New contacts entering the segment later won't automatically receive the tag. To tag contacts dynamically as they enter a segment, use segment-based automation (see FAQ below).

💡 Tip: You can use the same steps to remove tags in bulk (Actions → Remove tag).

Add Tags in Signup Forms

You can add a tag to your Signup Form settings to automatically tag all contacts who submit the form (new subscribers and existing ones).

Go to Forms → open your form → BehaviorAudience management → add your tag

This is useful for tracking signup source (e.g., "signup: homepage popup") or offering segmentation (e.g., "interest: fitness").

Add Tags in Automation Workflows

Add or remove tags at any point in your automation workflow to label contacts based on their actions.

Step 1. Open your automation in the workflow editor

Step 2. Drag the Tag block to any step in your workflow

Step 3. Choose Add or Remove → select or create a tag → click Save

Tag block options:

  • Place Tag blocks anywhere in the workflow

  • Use multiple Tag blocks in one workflow

  • Tag contacts when they enter/exit the flow, or after they receive a message (any channel)

Use tags in automation to label contacts who complete specific actions (e.g., "clicked product link," "abandoned cart"), then create segments based on those tags for follow-up campaigns.

Add Tags During Contact Import

You can add a tag to all contacts during a file import. Go to AudienceImport → upload your file → in the Organize step, add a tag

Omnisend automatically adds two tags during import:

  • source: manual import

  • imported from a file on [date/time]

You can add your own custom tag (e.g., "tradeshow leads") to make it easier to segment imported contacts later.

Using Tags for Segmentation

Tags help you segment your Audience and target communication precisely.

To create a segment based on a tag:

Go to AudienceSegmentsCreate segmentCreate from ScratchAdd filterTag is "[your tag name]"Save & show contacts

You can also use Omnisend's AI assistant to quickly create segments using prompts such as "Contacts with the tag [YOUR_TAG]".

Once you've created a segment, you can:

  • Use it for email or SMS campaign sends

  • Trigger automation workflows when contacts enter/exit the segment

  • Display specific Signup Forms only to contacts in the segment

Combining Multiple Tags

To segment contacts with multiple tags:

  • OR logic (contacts with Tag A or Tag B): Add multiple "Tag is" filters in the same filter group

  • AND logic (contacts with both Tag A and Tag B): Add "Tag is" filters in separate filter groups connected by AND

You can also combine tags with other segment filters (e.g., purchase history, location, engagement) for precise targeting.

Removing Tags

You can remove tags in four ways:

  • Untag a single contact on their profile page

  • Remove tags in bulk for all contacts or a segment

  • Remove tags in automation workflows

  • Delete a tag entirely from your account

Untag a Contact on Their Profile Page

Go to AudienceContacts → open the contact profile → scroll to Tags → click the X next to the tag you want to remove.

Remove Tags in Bulk

You can remove a tag from multiple contacts at once.

Go to AudienceContacts (or open a saved segment) → select contacts → ActionsRemove tag.

Remove Tags in Automation

You can add a Tag block to your automation workflow, then select Remove instead of Add and choose the tag to remove.

Manage All Tags

You can view and manage all tags in one place. Go to AudienceTags.

From this page, you can:

  • View all tags and how many contacts have each tag

  • Filter tags by name or contact count

  • Export all contacts with a specific tag

  • Untag all contacts with a specific tag

  • Delete a tag entirely

Best Practices

Auto-Tag New Contacts Entering a Segment

To automatically tag new contacts when they enter a segment:

  1. Create a custom automation with the trigger Contact entered segment → select your segment

  2. Add a Tag block and choose your tag

  3. Save and activate

New contacts who meet the segment criteria will be tagged automatically. The workflow will apply the tag without sending any messages.

Example: A customer buys Product X for the first time and enters a segment where the rule is Ordered product → Product is X. The automation tags them as "purchased: Product X" for future targeting

Remove a Tag When Contacts Enter a Segment

To automatically remove a tag when contacts enter a segment:

  1. Create a custom automation with the trigger Contact entered segment → select your segment

  2. Add a Tag block → select Remove → choose the tag to remove

  3. Save and activate

This is useful for removing tags such as "first-time buyer" after a customer makes a second purchase.

FAQ

Can I auto-tag new contacts entering a segment?

Yes. To automatically tag contacts when they enter a segment (not just bulk tag existing contacts):

  1. Create an automation with the trigger Contact entered segment → select your segment

  2. Add a Tag block and choose or create your tag

This way, new contacts will be tagged automatically as they meet the segment criteria.

Can I rename a tag?

No, tags cannot be renamed once created. To replace a tag:

  1. Select all contacts with the old tag

  2. Go to ActionsAdd tag (new name)

  3. Then ActionsRemove tag (old name)

💡 Tip: Add the new tag first, especially if a segment is based on the old tag, so you don't lose segmentation.

How do I add multiple tags to a single contact at once?

On the contact profile page, you need to click Add separately for each tag. For faster tagging of multiple contacts, use Bulk tagging (Audience → select contacts → Actions → Add tag). During import, you can also add multiple tags at once in the Organize step.

How do I see which contacts have a specific tag?

Go to AudienceTags → find your tag → click Export to download all contacts with that tag.

Alternatively, create a segment: SegmentsCreate segmentAdd filterTag is "[your tag name]".

Tags are not displayed as a column in the contact list table – they're visible on individual contact profiles and in the Tags page.

How do I combine multiple tags in a segment (AND vs. OR)?

To segment contacts with multiple tags:

  • OR logic (contacts with Tag A or Tag B or both): Add multiple "Tag is" filters in the same filter group

  • AND logic (contacts must have both Tag A and Tag B): Add "Tag is" filters in separate filter groups connected by AND

Is there a limit to how many tags I can create?

No, there's no limit. You can create as many tags as you need to organize your contacts. All tags are listed in AudienceTags.

Why don't tags show up in my contact list table?

Tags are not displayed as a column in the contact list table. To view tags:

  • Open an individual contact profile → scroll to the Tags section

  • Go to AudienceTags to see all tags and contact counts


If you have more questions or need assistance, talk to our support team via In-app chat or at [email protected].

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