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
• 3 Ways to Create a New Tag
• Apply Tags from Search
• Apply Tags from My Contacts or My Companies
• Edit, Delete, and Manage Tags

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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.

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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:

   
   
   

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.

   
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 hit 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.
   

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":

   

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:
   

 

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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:
   
2. 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 Tag can be applied when looking up contacts. To apply additional Tags, please visit the My Contacts page.

🏢 Company Search

Details Coming Soon!

 

Apply Tags from My Contacts or My Companies

1️⃣ Profile Row

Details Coming Soon!

2️⃣ Details Pane

Details Coming Soon!

3️⃣ 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":

   

3. In the provided area, start typing the desired Tag info. Existing Tags that match what you type will appear in a list:

    

   

    

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":

   

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

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

     

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

     

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

     

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.

  

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

👷‍♂️ This is a New Feature! 👷‍♂️ Questions? Suggestions? Please let us know! Your feedback is valuable and will be used to help us improve RocketReach and guide future updates.

 

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Tags, My Contacts, My Companies | User Guide