How to edit contact tags

Contact tags are a great way to manage your contacts. You can use them to filter your contact list, segment an email or SMS campaign, choose who to send a coupon to, to name a few examples.

There are three ways to edit contacts within Remarkety. Using the different methods, you can add a tag to either a single contact or to many at once (a bulk edit). 

1. Edit via the contact info page for one or a few edits

From your Contact List (Contacts > Contact List), click on the email address of the contact you would like to edit (i.e. jj@example.com). 

This will open the Contact info page, where you can edit contact tags and other data. Click the edit button alongside "Segmentation Tags" to open a menu of tags to add or remove from the contact. 

2. Edit via CSV upload for bulk edits

If you are unfamiliar with the manual upload process and how a CSV should be formatted, see here: Uploading contact lists to Remarkety. Already a pro at this? Continue reading below. 

To edit contact data, upload the contacts via CSV with the edits you'd like to make in the appropriate columns. There are 2 ways to add a tag using the re-upload method:

1. In the upload contacts page, you can add a tag to the entire list in the "Step 1" section:

2. Or, you can include the tag you wish to add inside the CSV file in a format. If you want to add multiple tags, separate by ";". Example: tag1;tag2. In the CSV file, it should appear the following way: 

Re-uploaded contacts will never be duplicated. Once you upload your CSV with the edits you'd like to make, you will have a few options for how the data is used:

Ignore first line (title): You should choose this option if there are column titles in your CSV such as Email address, First Name, Last Name, etc. 

If contact already exists then override data with the new imported data from this file: This option will completely replace all data associated with a particular contact with the data listed in the CSV upload. 

Do not delete existing tags. Just add new tags (Default): You will select this option if you would like to simply add tags to a contact and leave all other data as is.

Delete ALL tags for uploaded contacts that are already in the system, and use the tags from this file instead (if any): You will select this option if you would like all existing contact data to remain the same EXCEPT tags. Previous tags will be replaced with the newly uploaded tags. 

3. Add/Remove Tags by Batch update:

Contact batch updates are a set of multiple update statements that are submitted to our systems to process. Sending multiple updates is much more efficient than updating each contact separately. 

To add/remove tags using the batch update feature: 

1. Filter the contacts you wish to add/remove tags to.
2. Click on the Actions drop-down box (in the top right corner of the page) and select "Add tag".
3. A pop-up window will appear which allows you to either write in a new tag or pick an existing one.
4. Press process once you are ready to add the appropriate tag.

Read here for more information on how to use the batch Update feature.

Note that the "Remove tag" option is also in the Actions drop-down menu

Remarkety has made it simple to modify multiple contacts at once. You can now add/remove tags, change marketing preference, download a segmented list, suppress a certain list of contacts, and even delete contacts from your list, in 2 simple clicks.

If you have any questions regarding this, please feel free to contact support@remarkety.com.