Articles on: Contacts

How Do I Add Tags to Contacts

Plans: All plans Platforms: Shopify


Overview


Unlock the power of effective Customer Relationship Management (CRM) with contact tags, your go-to tool for streamlined organization. Tags serve as labels for categorizing contacts, offering a myriad of benefits:

  • Enhanced contact management capabilities
  • Seamless segmentation, enabling classification into distinct groups like frequent buyers or VIPs
  • Optimized email delivery rates by targeting specific audience segments based on tags


What you'll learn


In this tutorial, we'll discuss:



Checklist for creating tags


  • Tags can contain letters (a-z and A-Z), numbers (0-9), and hyphen (-)
  • Tags cannot contain space, ampersand (&), equals sign (=), underscore (_), apostrophe ('), dash (-), plus sign (+), comma (,), brackets (<,>), or period (.)


Create tags


  1. Log into your AfterShip Email account > Navigate to Contacts > Select a contact to add tag (Click on the email id)>


  1. Under the Tags section, click Edit


  1. Select an existing tag or create a fresh one as per your choice
  2. Click Save


Note: You can add multiple tags to a contact.


Remove tags


  1. Go to Contacts > Select contact to add tag(s) > Edit tags
  2. Click on the “X” icon beside the tag that you wish to remove


  1. Click Save


Segment newsletters based on tags


  1. Go to Newsletters > Choose a newsletter to edit


  1. Go to “Send to” section under the Settings **tab > **Filters > Edit filters


  1. Click on Add filter > Choose Tag


  1. Select your preferred tag(s) > Save changes


For any further questions or help, please contact our chat support team or reach out to us at [email protected].




Updated on: 15/04/2025