Organizing with tags
Tags are labels you add to campaigns, lists, emails, media and other content, such as a client's name or a season, so you can find everything with that label in one search. Add and remove them with the Tag button in each Manager, then filter by tag. Tags also control what team members can see. Tags need the Max plan or higher.
What you can do with tags
| To | Do this |
|---|---|
| Label one or more items | Add a tag. |
| Take a tag off one item | Remove a tag from an item. |
| See everything with a tag | Filter by tag. |
| Rename a tag, or delete it from everything | Use the Tags Manager. |
| Let a team member see tagged items | Use a permission tag. See ShortStack for Teams. |
Before you start
- Tags need the Max plan or higher.
- You can tag content in most Managers, including the Campaigns, Entries, Emails, Lists, Hashtag Feeds, Entry Profiles, Code Lists, Media, Connected Sites, Templates and Themes Managers, and the Field Library.
- Tags can control what team members see. Removing a tag from an item can take it away from a team member whose access comes from that tag.
Add a tag
- In the Manager, click an item to select it. To select several, click and drag your cursor across them.
- Click Tag in the bar at the top.
- Type the tag. Separate tags with commas; words separated by spaces make one tag. As you type, matching tags you've used before are suggested; click one to use it.
- Click Save.
Remove a tag from an item
- Select the item, then click Tag in the bar at the top.
- The item's tags are listed in the middle of the panel. Click the blue checkmark next to the tag you want to remove. It's crossed out.
- Click Save.
Filter by tag
- In the Manager, type a tag in the Tag field.
- Click the tag in the suggestions. The Manager shows only items with that tag.
To clear the filter, click the x next to the tag.
If something goes wrong
| What you see | What to do |
|---|---|
| There's no Tag button | Tags need the Max plan or higher. See Upgrading your plan. |
| You typed two words and got one tag | Words separated by spaces make one tag. Separate tags with commas. |
| A team member can no longer see an item | Their access came from the tag you removed. Add it back, or give them another tag that's on the item. |
FAQs
Does removing a tag delete the item?
No. Only the tag comes off. The campaign, list or other item stays as it is.
How do I rename a tag everywhere at once?
In the Tags Manager. Renaming a tag there changes it on every item that carries it.
Can tags control what my team members see?
Yes. A permission tag lets a team member see anything that carries it. See ShortStack for Teams.
Related resources
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