DISCO's tagging feature lets you quickly label your contacts so you can easily filter them within your Contacts and Mailing Lists pages, and when sending via our Email Creator. All your tags are searchable in Contacts and Mailing lists.
Tagging your contacts
You can tag contacts when you're adding a new contact, or add them to your existing contacts. Select tags from our pre-set tags, or type to create your own.
Here's how to add tags when you're adding a new contact:
To add tags to existing contacts, just click the pencil icon to the right of the contact:
And then click the + icon in the Tags column:
You can select existing tags, or type to add new tags:
You can add tags to one contact at a time, or multiple at once.
If you see a — next to a tag, that means the tags is present on some of the contacts you've selected, but not at all. If you click this tag when you see this icon, it'll add it to all the selected contacts.
If you see a ✔️icon next to a tag, that means the tag is present on all the contacts you've selected. If you click this tag when you see this icon, it'll remove the tag from all the selected contacts.
To remove a tag, just open the contact or contacts for editing, and click the x at the end of the tag, or open the tag adding dialog and unselect it there:
Importing tags from a spreadsheet
You can also import tags along with your other contact data when adding contacts via spreadsheet.
All you have to do is include a column with your tags in the csv spreadsheet you're importing. Note that all tags for a individual contact should go in a single cell, separated by commas:
DISCO will automatically add these individual tags during import.
The #writer tag
If you select the 'Writer' tag, you'll see extra fields specific to writers, like Publisher and PRO:
Using tags in the Email Creator
Tags make it easy to target the right recipients for your Email Creator emails. When setting up your recipients, you can make rules based on Contact tag to include or exclude recipients:
You might make a filter, for instance, to send to all users tagged 'supervisor':
If you change the top rule to 'Users who match any of these rules', you can send to users who match either of multiple tags, for instance sending to anyone with the tag 'supervisor' or the tag 'influencer':