Tags are labels you can manually add to people in your audience that will help you organize them in different ways!

In this article, we will teach you how to get started with tags on Podia 🏷️

Introduction to tags

Tags are labels you can manually add to people in your audience to help create fixed groups of accounts.

For example, you could tag all of your subscribers with a “Newsletter” tag, as well as very important customers with a "VIP" tag.

You can add multiple tags to the same account, meaning a person in your audience could be tagged with a “Newsletter” and a “VIP” tag at the same time!

Tags will remain on accounts until they are manually removed by you.

Creating new tags

The first step to getting started with tags is to create them for your Podia account!

Creating tags is super simple and all you’ll need to do is follow a couple of steps.

Click on Audience in the top navigation menu and choose "Tags".
Click on “+ New tag”.
Give your new tag a name and hit “Create Tag”.

And that’s it! Your tag is now created and it's time to start tagging your people in your audience.

Adding tags to people in your audience

You can easily add tags to individuals or groups of people within your audience.

If you need a more in-depth guide on tagging people in your audience you can take a peek at one here: Adding and removing tags in your audience.

Adding tags to individual people

You can add tags to specific people in your audience by visiting their profile page.

Locate the account you'd like to tag and access their customer profile page. You can do so by using the search bar on the Audience page and selecting their name on the left-hand side!
From the sidebar on their profile, click on “Edit” within the Tags box.
Under Tags, select the tags you’d like to associate with this person. If a tag does not exist, you can create one directly from the input box!
Hit Save to save your changes! The tags selected will now be associated with that person 😊

Adding tags to multiple people

Start by visiting the Audience page and selecting all of the accounts you’d like to tag using the checkboxes next to each one of their names.
Click on the “Actions” menu and select “Add tags”.
Select the tags you’d like to add to the people you have selected. If a tag does not exist, you can create one directly from the input box!
Hit the Save button within that window to apply to selected tags to the people you have selected!

If you've used filters to find specific accounts to tag or would like to tag everyone, try the "Select all" check box located next to people count number. This will select the check box for every account listed in your view!

Managing tags

Managing your tags from Podia is a super simple process!

You will easily be able to rename tags, delete tags, and even untag people.

Access the Tags page, from the Audience menu in your navigation bar.
Click on “...” button next to the tag you would like to adjust to display tag management options:

Untag people... - Removes the tag from all people who have been tagged with it

Rename tag... - Create a new name for your tag

Delete tag... - Delete the tag entirely (this action cannot be undone)

FAQ

Is there a way to automatically tag people as they enter my audience?

By using an email form on your Podia site you will be able to set up an email form tag that will be added to any person that adds their information to the form. This is the only option for automatic tags at this time!