Apply Tags

There are a few different ways to apply a Tag in Drip. Once a Tag is applied to a person, it is attached to them until it is removed. 

Bulk Operations

To apply a Tag with Bulk Operations:

1. Click People > Bulk Operations

2. Click + New Bulk Operation

3. Select Choose a segment of existing people

4. Click Next Step

5. Select the segment of people to be applied the Tag

6. Click Next

7. Select Apply a tag to a person's profile

8. Choose the Tag, or enter a new one

9. Click Next

10. Select Immediately

11. Click Schedule Operation

Workflows

Use the "Apply a tag to a person's profile" action to automatically tag people that trigger certain automation steps in your workflows or rules.

To apply a Tag in a Workflow:

1. Click Workflows > Workflows

2. Select the Workflow

3. Click the + in the Workflow where you’d like to apply a Tag

4. Select Action

5. Select Apply a tag to a person's profile

6. Choose the Tag from the second drop-down, or enter a new one

7. Click Update Action

Rules

To apply a Tag in a Rule:

1. Click Workflows > Rules

2. Select your rule

3. From the action step, select Apply a tag to a person's profile

4. Select your Tag, or add a new one

5. Click Save Rule

CSV File Import

Apply a Tag via CSV file import by adding the column heading "tags" with any tags you’d like to import separated by commas only, no spaces. To learn more about importing a CSV file, check out our Import Data to Drip guide.

API Call

You can apply Tags to people with an API call through our JavaScript and REST APIs.