Product Requirements

Privy Tags are labels that you create to organize your contacts. Tagging enables you to create a custom contact structure in Privy by differentiating contacts based on the data you know about them. Privy Tags are highly customizable and can be applied during an import or via a contact's profile. Once a Privy Tag is applied, it becomes available for contact filtering and audience segmentation.

Privy Tags are often used to identify a contact's source, such as the name of a specific in-person event or the contact's relationship with your business, such as Friends & Family or VIP.

Add tags during an import

When you import a spreadsheet (CSV) of contacts, you will reach a Tags step. This step in the import process allows you to apply new or existing tags to all of the contacts included in the import file.

Add tags to a contact profile

To add Privy Tags to contacts individually and without the need for an import:

Navigate to Contacts.
Select the contact that you'd like to tag.
Select the Add a tag option from the Attributes section of the sidebar.
Input the desired tags - multiple tags must be separated by commas - and Save.

Remove a contact tag

To remove Privy Tags from contacts:

Navigate to Contacts.
Select the contact that you'd like to edit.
Select the Edit() option next to the contact's tags from the sidebar's Attributes section.
Remove (X) the desired tags and Save.

Put your tags to work

Once a Privy Tag is applied to at least one contact, it becomes available for contact filtering and newsletter audience segmentation.

Contact filtering

To filter your contacts by their tag(s):

Navigate to Contacts.
Select the Privy Tags filter option from the sidebar.
Configure the filter's option and select the Filter button to refresh your results.

Newsletter segmentation

To use a tag for the segmentation of your newsletter recipients, include the Privy Tags filter while building a custom segment.