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Tags: create, assign, delete, and upload in bulk

Use tags to organize users, filter dashboards, and manage data more efficiently.

Updated this week

Overview

Tags help you group users in a way that makes sense for your organization.

Key benefits

  • Organize users with flexible custom labels

  • Filter dashboards faster using tag-based segmentation

  • Bulk assign tags with CSV upload

  • Clean up unused tags when they’re no longer relevant

Create a new tag

  1. Navigate to the All Users tab

  2. Click the three dots in the upper-right corner

  3. Select New tag

  4. Enter the tag name

  5. Click Save

Your tag is now available for assignment.

Assign a tag to users

  1. Select the user(s) you want to tag

  2. Click Assign tag

  3. Choose the tag(s) you want to apply

  4. Click Save

Note: You can assign multiple tags at once.

Unassign a tag from users

  1. Select the user(s) you want to untag

  2. Click the three dots at the bottom of the page

  3. Select Unassign tag

  4. Click the X next to the tag you want to remove

  5. Click Save

Note: You can remove several tags simultaneously.

Delete tags

Important: You can only delete tags that are not attached to any invite campaign.

To delete a tag:

  1. Navigate to Settings

  2. Click Campaigns, users and teams

  3. Select Manage tags

  4. Click Edit

  5. Click the trash can icon next to the tag

  6. Click Delete

If you want to remove all unassigned tags at once:

  1. Click Delete all unassigned

  2. Click Confirm

This deletes all tags except those attached to active invite campaigns.

Note: Deleting a tag does not delete any user data. It only removes the tag.

Upload tags in bulk using a CSV file

If you need to assign many new tags to multiple users, use the CSV upload option.

  1. Go to the All Users tab

  2. Select Upload to tags

You can:

  • Download the users.csv example template to see the correct format

  • Upload your own CSV file if it’s already prepared

After uploading your file, click Save.

How to format your CSV file correctly

To ensure your file uploads without issues:

  1. Copy your data into a Google Spreadsheet

  2. Save the spreadsheet as a CSV (Comma-Separated Values) file

  3. Upload the saved CSV file to the platform

CSV.png

FAQ

Can I create and assign tags when sending invites?

Yes. You can assign tags while sending invites for easier user management. Refer to this article for step-by-step guidance.

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