Build Your Course The Easy Way
Get Started Free

How do tags work in Kajabi

Learn how to add tags to Members and Contacts in Kajabi. Learn the different ways you can automatically tag users based on their actions and how to easily segment your list using tags.

In this article:


Tagging is a useful feature for segmenting your email lists. You can use tags to filter your list for Email Sequences and Email Broadcasts or just for general organization.

Follow this guide to learn all about tags in Kajabi!


Adding tags

To create a tag:

  • Type "People" into the Kajabi Assistant (⌘+K).
  • Click on a user's profile.
  • Select Add Tag in the top right under the Tags header
  • Create a new tag or choose an existing one:

Create a new tag or add an existing one on the user's People tab profile.

Note:
This process is the same for both Members and Contacts.

Adding a tag during import

To tag your contacts during import:

  • Click the + Add People button in the People tab
  • Check Add tags to choose an existing tag or create a new one to apply during import:

How to add a tag during import.


Tagging users after opt-in

To apply a tag(s) to a user after they opt-in:

  • Go to the Marketing tab from the dashboard and open the Forms section
  • Edit a Form
  • Scroll to the Automations section and create a new Automation.
  • Select "Add a tag" as the Then action:


Adding a tag after an Email Sequence is completed

To apply a tag to a user after they have finished an Email Sequence:

  • Go to the Marketing tab from the dashboard and open the Email Campaigns section.
  • Click + New Email Campagin or edit an existing Email Sequence.
  • Open the Settings for the Email Sequence
  • Scroll down to Automations and add a new Automation.
  • Select "Add a tag" as the Then action:


Adding a tag after an Offer purchase

  • Go to the Products tab from the dashboard and open the Offers section.
  • Edit an exisitng Offer or create a new one.
  • Scroll down to the Automations section and create a new Automation.
  • Choose "Add a tag" as the Then action:


Bulk Tagging

To tag a filtered selection of users from your People list in bulk:

  • Go to the People tab and add a filter
  • Select the Bulk Actions dropdown and click Add Tags
  • All the users in your filtered selection will be tagged.

Removing a tag from a user

To remove a tag from user:

  • Go to the People tab and select a user from your list.
  • Click the close on the right side of the tag to remove the tag from the user:

Click the "x" to revome the tag.


How to edit a tag

  • Click the People tab
  • Select a Member and hit View All Tags
  • Click mode_edit to edit the tag:

Editing a Tag


Deleting a tag from your site

To delete a tag from your site:

  • Go to the People tab and select a user from your list.
  • Click the View All Tags button to the right of the Tags header.
  • Hit and then click Delete.
  • Confirm the deletion by retyping the tag exactly as it appears:

How to delete a tag.

Note:
Each site has a limit of 50 tags total.

Contact support or access our 24/7 Live Chat:

Contact Support Live Chat

Need Help? Live Chat with Us.