Tags allow for easier management of users and filtering of the results across the dashboards.

To create a new tag, go to the “All Users” tab, click on the three dots in the upper right corner and select “New tag”. Type in the tag name and click “Save”.

To assign a tag to one or more users, choose the user(s) you want to tag. Then, click on the three dots in the bottom right corner and select "Assign tag". Choose the tag(s) you want to assign and click "Save".

To remove a tag from a user(s), first select the user(s) you want to untag. Then, click "Unassign tag". To remove the tag, click on the "x" symbol next to the tag you want to unassign, and click "Save". You can also remove several tags simultaneously.

Note: You can only delete tags if they are not attached to any invite campaign.

If there is a tag that is not relevant anymore and you want to delete it, go to “Settings” - ”Manage tags”, and click “Open”. Here you can delete any tags you want and that way remove them from your account.

To delete a tag, click on the trash can icon next to it, and then click “Delete”. If you want to remove all tags at once, select “Delete all unassigned” and click “Confirm” to finish. This will delete all your tags except those that are attached to an invite campaign(s).

Note: This won’t delete any user data, it only deletes the tags.

In case you want to add a whole bunch of new groups to a set of existing users, the best way to do that is by going to “All Users” tab, and selecting “Upload to tags” option.

You can download the users.csv example template to see how data in the CSV file should be organized or upload a CSV file if you already have it ready. After you upload the file, click “Save”.

Below is an example of a CSV file and how the data should be organized within the spreadsheet.

Note: To make sure the CSV file is in the correct format, copy the values you want to upload to a Google Spreadsheet, save the spreadsheet as a CSV (Comma-Separated Values) file, and upload that file to the platform.

Both tags and projects are used to organize and manage users. Users can belong to multiple tags and projects, and removing them from such does not delete any data. Projects can be used as a way of organizing users into particular campaigns or cohorts, while tags allow for a more nuanced level of organization.

Yes, you can assign tags when sending invites for easier user management. You can see how to do that in this article.