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Importing tags and automatically applying tags

Assigning tags to contacts during data imports, signup form submissions, ticket purchases, and automated triggers.

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Written by Support Team
Updated over a month ago

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Overview

Tags can play an important role in keeping your audience table and contact data organized and up to date. They allow you to group contacts based on similar interests or buying behaviours, making it easier to manage and segment your audience.

There are several ways to assign tags to contacts in your Audience Republic account. This article will walk you through adding tags during data imports, when a contact submits a signup form, purchases a ticket, or by creating automations that automatically applys tags based on specific triggers.

Additionally, you can quickly add, edit or delete tags directly from your audience table. For more information on how to tag contacts in the audience table, check out this article.


Importing contacts

If you want all contacts in a file to have the same tag(s), you do not need to include tag values in your import CSV file. You can simply add the tag(s) to all contacts during the first step of the import.

If each contact has varying tags, you’ll need to include tag values in your import CSV file. Keep in mind that you can only include one column of tags per CSV import.

Note: Only the following characters can be used for tags:

  • Letters (a-z)

  • Numbers (0-9)

  • Hyphen (-)

  • Underscore (_)

  • Colon (:)

Single tags

If you have a single tag per contact, simply include a column named Tags with the corresponding values:

Multiple tags

For contacts with multiple tags, separate each tag with a comma. Spaces between values are also accepted.

For example:

Note: You cannot have a comma inside the quotes. Commas must be outside of the quotes and used to separate one tag from the next.

Merging multiple tags into one column

If your tag data is not formatted into a single column, you’ll need to merge it. Create a new column named Tags and use the following formula:

=CELL&","&CELL

Replace CELL with the cells that contain the data you want to merge.

For example, if your data looks like this:

The formula would be: =D2&","&E2

Here’s a quick video demonstration:

To merge additional tags, simply extend the formula. For example:

=D2&","&E2&","&F2


Signup form

In the advanced settings of a signup form, you can configure it so that anyone who signs up for that form automatically gets tagged.


Event

In the advanced settings of an event, you can set it up so that anyone who purchases a ticket for that event is tagged.


Automation

You can create an automation that triggers a tag to be added to a contact when a specific action occurs (e.g., when a contact signs up for a campaign).

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