Adding/Removing Tags Manually

In this article, you will learn how to manually add/remove a tag to/from your contacts’ profiles. This is useful for providing free access to paid Membership Areas or triggering Follow Up Funnels, among other things. This will also be helpful if you ever need to remove a tag from a contact’s profile.

Prior to getting started, you will need to have the following:

Existing contacts

Option 1: Adding/Removing Tags From The Contacts Page

1. Access your contacts from the ClickFunnels dashboard. There are three ways this can be done:

a. Individual contacts can be located from the search bar in the top left-hand corner.

b. Hover over the ClickFunnels tab at the top of the dashboard and click on the Contacts button from the drop-down menu.

c. If subscribed to the Platinum Plan or higher, hover over the Follow-Up Funnels tab and click on the Contacts button from the drop-down menu.

2. Search for the desired contact. This can be accomplished in a couple of different ways:

a. You can use the search bar to look for a specific contact.

b. Or you can scroll down and use the numbers and/or arrows to navigate through your Contact List.

Important Note: You can use the date filter located under the My Contacts heading, to view contacts that are new within the Last 7 days, the Last 30 days, the Last 2 Months, the Last 12 months, or All Time.

3. After locating the desired contact, click the checkbox next to the contact that you want to add or remove a tag to/from.

4. Click on the Manage Contacts drop-down menu.

5. Select whether you want to Add Tags or Remove Tags from the drop-down menu.

6. Select or add the tag(s) you want to add or remove to/from that contact from the drop-down menu.

7. Add/Remove the tag(s).

a. Click Add Tags if you’re adding tag(s).

b. Click Remove Tags if you’re removing tag(s).

8. A success notification will show up informing you that the tag has been successfully added/removed.

Option 2: Adding/Removing Tags From An Individual Contact Profile

1. Access your contacts from the ClickFunnels dashboard. (See Option 1 for steps to access contacts from the ClickFunnels dashboard.)

2. After locating the desired contact, click the contact’s name to access their profile.

You can also click the three dots to the right of the contact’s icons and then click Contact Profile.

3. Click the Manage Contact drop-down menu located near the top right corner of the Contact Profile page and select the Add Tags or Remove Tags option.

4. Select or add the tag(s) you want to add or remove to/from that contact from the drop-down menu.

5. Add/Remove the tag(s).

a. Click Add Tags if you’re adding tag(s).

b. Click Remove Tags if you’re removing tag(s).

6. A success notification will show up informing you that the tag has been added/removed.

7. You can also remove tags by clicking the x mark on the tags under the Recently Added Tags section located on the right side of the page.

8. Click OK to confirm.

9. A success notification will show up informing you that the tag(s) has been removed.

Option 3: Adding/Removing Tags From A Contact’s Tags Page

1. Access the desired Contact Profile. (See Option 2 for steps to access individual Contact Profiles.)

2. After locating the desired contact’s profile, click the See All button under the Recently Added Tags section located on the right side of the page.

3. Click the Add Tags button located on the top right corner of your screen.

4. Select or add the tag(s) you want to add to that contact from the drop-down menu.

5. Click Add Tags if you’re adding tag(s).

a. Click Add Tags if you’re adding tag(s).

b. Click Remove Tags if you’re removing tag(s).

6. A success notification will show up informing you that the tag has been added/removed.

7. To remove a tag, click the Remove button.

If the contact has several tags added, you can search for other tags you want to remove using the search bar.

8. Click OK to confirm.

9. A success notification will show up informing you that the tag(s) has been removed.

Option 4: Adding/Removing Tags From A Funnel

1. Access your funnel dashboard by hovering over the ClickFunnels drop-down menu and clicking on Funnels.

2. Select the funnel you want to access.

3. Click on the Contacts tab.

4. Search for the desired contact.

a. You can use the search bar to look for a specific contact.

b. Or you can scroll down and click on the Next button to navigate through the funnel’s contacts.

Important Note: You can use the date filter located next to the Showing Contacts For heading, to view contacts that are new within the Last 7 days, the Last 30 days, the Last 2 Months, This Year, or All Time.

5. After locating the desired contact, click the contact’s name to access their profile.

You can also click the Edit button to the right of your contact.

6. Click the Manage Contact drop-down menu located near the top right corner of the Contact Profile page and select the Add Tags or Remove Tags option.

7. Select or add the tag(s) you want to add or remove to/from that contact from the drop-down menu.

8. Add/Remove the tag(s).

a. Click Add Tags if you’re adding tag(s).

b. Click Remove Tags if you’re removing tag(s).

9. A success notification will show up informing you that the tag has been added/removed.

10. You can also remove tags by clicking the x mark on the tags under the Recently Added Tags section located on the right side of the page.

11. Click OK to confirm.

12. A success notification will show up informing you that the tag(s) has been removed.

If you would like to know how to automatically add tags to contacts after they’ve made a specific purchase, please refer to this article here.

If you would like to know how to create a mass action that can add or remove a specific tag for multiple contacts at once, click here.

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.