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How to Create and Manage Tags

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Tags: Organize and Build Dynamic Lists

Tags allow you to categorize your contacts and companies, making it easier to drill down to specific groups, or to select batches of contacts for emailing or exporting.

📑 Contents in this article - click to jump to section:

Important Tags FAQ

Tags are like a label that you can freely add and remove as needed. By using Tags, you can create lists or groups for any reason, and the lists will change as you add or remove Tags.

💡 Whether you're in the "My Contacts" or "My Companies" section of your account, the steps are the same to create, use, and manage Tags.

✖️ However, Contact Tags are a distinct set separate from Company Tags. This means that a Tag used on Contacts cannot be used on Companies, and vice versa.

🔢 You can add multiple Tags to profiles; layering Tags is helpful to create a rich and meaningful view of your data.

🧑‍🎨 Get creative with Tags! Use dates, descriptive names, emojis, and make as many as you need. You can always cleanup unused Tags later.

3 Ways to Create a New Tag

Tags are designed to be versatile, and you can create Tags anywhere you might want to use them.

1️⃣ How to Create Tags from Search

  1. Navigate to the search page and perform a search.

  2. Locate the tag selection area at the top right-hand side of the page next to the search bar, and click on the "+" to add a tag:

    tag 1.png

     

  3. Type the name of the Tag you wish to create.
  4. Click the check mark on the box to save the tag.

2️⃣ How to Create Tags in the Details Pane

  1. Navigate to either the "My Contacts" or "My Companies" section of your account:

    my contacts.png
     

  2. If necessary, filter to find the desired contact (Learn More), then click anywhere on the profile row, or click the arrow on the far right.
     
  3. When the profile details pane opens, click into the "Tags" section. Start typing and select an existing tag, or type the entire word/phrase that you want to use as a new tag and press Enter/Return on your keyboard to save.

3️⃣ How to Create Tags with the "Add Tag" Action

  1. Navigate to either the "My Contacts" or "My Companies" section of your account:
    my contacts.png

     

  2. Filter if necessary and select the contacts that you want to tag. (If you do not select any contacts, then the action will apply to ALL contacts in the current view).
     

  3. Hover over the tag icon located at the top of the page, then click when it shows "Add Tags":

    tag 2.pngScreenshot 2025-01-06 at 3.34.20 PM.png

  4. Type the name of the tag you wish to add.
    💡 IMPORTANT:  Press "Enter" on your keyboard to create the new tag.

     
  5. Add all the desired tags, then click the "Add Tags" button to apply to the selected contacts:
    Tags-Add-Tags.png

 

Apply Tags from Search

While you're searching and finding new contacts or companies, you can optionally apply one (1) Tag when you save contacts/companies.

👤 Person Search

  1. After you have entered search criteria, you can see the tag selection area in the upper right side:
    Active-Tag-Person.png
  2. Click "Edit Tag" then select the desired Tag or create a new one (see above).
  3. Proceed to lookup the desired contact(s), and the selected Tag will automatically be applied.

*Note:  At this time, only one (1) Tag can be applied when looking up contacts. To apply additional Tags, please visit the My Contacts page.

🏢 Company Search

  1. After you have entered search criteria, you can see the tag selection area in the upper right side:
    Active-Tag-Company.png
  2. Click "Edit Tag" then select the desired Tag or create a new one (see above).
  3. Simultaneously Tag companies and save them to My Companies by clicking the "Add Company" button.

*Note:  At this time, a company can be saved only once and only one (1) Tag can be applied. If you need to apply additional Tags, or Tag a previously saved company please visit the My Companies page.

🧩 Extension Search

If you're using the RocketReach Browser Extension to find and add contacts, you can also create or apply Tags from the extension. On the Person tab, simply set the desired Tag at the top; new contacts will automatically have this tag applied:

Extension-Tags.png

 

Apply Tags from My Contacts or My Companies

1️⃣ Details Panel

  1. Click anywhere on the row of the contact, or click the ➡️ arrow button on the right end.

  2. The details panel will open from the right. Locate the Tags field:

    Tags-Profile-Panel.png 

  3. Click into the Tags field, and a list of your existing Tags will appear:
  4. Click on a Tag to select it, or type and press the Enter key to create a new Tag.
  5. Tags will save automatically as you select them; when you're done, simply close the panel.

2️⃣ Bulk Add

  1. Check the box on the right side of the profiles you want to tag.

  2. Hover over the tag icon located at the top of the page, then click when it shows "Add Tags to Selection":

    tag.png

  3. Click in the text area and start typing the desired Tag info. Existing Tags that match what you type will appear in a list:

    doctors 2.png

     

  4. Click on the existing Tag to select it, or continue typing and press the Enter key to create a new Tag.
  5. Select all the desired Tags then click the button "Add Tags" to apply the Tag(s) to the selected profiles.

Edit, Delete, and Manage Tags

  1. Navigate to the My Contacts page if you want to manage Tags for contacts, or navigate to the My Companies page to manage Tags for companies.

  2. Toward the top right corner, click on "Manage Tags":

    manage tags.png

  3. In the "Manage Tags" section, you can:

    • View profiles attached to the tag (blue arrow button on right):

      view.png

    • Delete tags you no longer need (red trash can button on right):

      delete .png

    • Edit tag names, if the pencil icon is shown:

      edit.png

Notes about Managing Tags:

  • Tags created prior to the release of this functionality were referred to as Lists.

  • Lists cannot be renamed, and a lock icon will appear next to them:

    lock.png

  • You can still add tags to the contacts in these lists to move them to another tag if needed.

Tags FAQ

❓ Can Tags include emojis or special characters?

Emojis are not allowed, but all alphabets and numerals are allowed as are these standard characters:

^ [] _ - \ / . , ' & () : + <> # @ !| ~ $ % = * $

❓ It won't let me save this tag.

The system automatically rejects duplicates, as well as emojis and disallowed characters (see above). Please check if your tag already exists by going to either My Contacts > Manage Tags or My Companies > Manage Tags (yes, these are separate! Please also verify that you're creating the new tag for the appropriate type of content, either Contacts or Companies).

❓ Are there limits for tags?

Tags are a helpful organizing tool, and we want you to use them comfortably to do whatever you need. For practical purposes only, a few limits have been built in to ensure optimal performance.

  • 50 characters - maximum length for a tag's name
  • 50 tags - maximum number of tags that can be applied to a profile
  • 1000 custom tags - maximum number of user-created custom tags per user account (does not apply to / include system-created tags)

Additional Resources

How can I filter and download contacts?

Where did my contact lists go?

Tags, My Contacts, My Companies | User Guide

How to Create and Manage Team Tags

 

Have more questions? Talk to us