Tags, Tag Categories, & Tag Logic

Tags Overview

Tags are a grouping of contacts in Levitate that are utilized for segmentation.

You can access a full list of tags for your account by going to Tags & Reports, and choosing Manage Tags.

You can also access a full list of tags, the same as the one you'll find under Manage Tags, by going to Contacts, and navigating from People to Tags.

Adding Color to tags

When you are on the list to manage tags, be it through Tags& Reports or Contacts, you're able to select a color for each and every tag created.

These tag colors can be updated at any time through your tag management pages!

Tag Logic

Tag Logic allows Levitate Users to target specific contacts within a tag group. On the contrary, Tag Logic can also widen the recipient list by combining two or more tags.

What's a Tag Category?

Individual tags can be grouped together as a Tag Category for easier sorting and better compartmentalization.

Tags Categories can be manually created by selecting the tags you'd like to include in a category. Levitate also creates a Tag Category for each Opportunity Board by default to group all tags associated with that opportunity under one umbrella.

Tag Categories can also be assigned a color, just like Tags.

Tag Logic & Details

All email sends will automatically EXCLUDE the "Email Bounced" and "Unsubscribe" Tags. This causes a discrepancy between the number of contacts visible in the Contact Search and those included in email sends.