Tags, Tag Categories, & Tag Logic

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 Reporting from the left-hand navigation bar, and choosing Manage Tags. You can also access tags by going to Contacts and choosing the Tags tab.

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.

Filtering and Sorting Contacts by Tags

Finding Contacts by Tag Status

Levitate provides multiple ways to organize and find contacts based on their tags:

Method 1: Using the Tagging Game (Find Untagged Contacts)

The Tagging Game is specifically designed to help you identify and tag contacts that are missing tags:

Navigate to your Contacts page
Click the "Tagging Game" button in the upper right

Levitate will show you contacts without tags one at a time

Add appropriate tags as you review each contact
Click "Next" to continue through your untagged contacts

Benefits:

Focuses specifically on contacts needing attention
Interactive workflow for efficient tagging
Helps maintain clean, well-organized contact data

Method 2: Using Search and Filters

On the main Contacts page:

Click the filter icon
Select "Tags" from available filters
Choose specific tags to filter by
Use "Has all of these tags" or "Has any of these tags" logic
Results update automatically

Sorting Your Contact List

While you can't sort the entire contact list directly by tags, you can:

Export for Advanced Sorting:

Go to Contacts, select all, then Export
Export contacts to CSV
Open in Excel/Sheets
Sort by the "Tags" column to group contacts by tag
Identify contacts with missing or incomplete tags

Best Practices for Tag Management

Regular Maintenance:

Schedule monthly "tagging sessions" using the Tagging Game
Create Smart Views to monitor tag coverage
Set up automations to add tags based on contact activity

Tag Hygiene:

Use consistent tag naming conventions
Avoid creating duplicate tags with similar names
Archive unused tags to keep your list clean

Team Coordination:

Document tag meanings and usage guidelines for your team
Create shared Smart Views for common filtering needs

FAQ for Filtering and Sorting

Q: Can I filter for contacts with NO tags at all? A: Yes, use the Tagging Game which automatically shows untagged contacts, or create a Smart View with "Does not have tag" filters for your most common tags.

Q: How do I find contacts missing a specific tag? A: Create a Smart View with the filter "Does not have tag: [Tag Name]". This will show all contacts without that specific tag.

Q: Can I sort my contact list alphabetically by tag name? A: Direct sorting by tag isn't available in the main contact view, but you can create separate Smart Views for each tag to organize contacts, or export to CSV and sort in a spreadsheet.

Q: What's the difference between "Has all of these tags" and "Has any of these tags"? A: "Has all" shows contacts that have EVERY tag you selected (AND logic). "Has any" shows contacts with AT LEAST ONE of the selected tags (OR logic).

Q: Can I see which tags are used most/least frequently? A: While there's no built-in tag usage report, you can create Smart Views for each tag to see contact counts, or export your contacts to analyze tag distribution in a spreadsheet.

Q: How do I bulk-add tags to contacts missing them? A: Use the Tagging Game for individual review, or create a Smart View to identify the contacts, select them, and use bulk actions to add tags to multiple contacts at once.

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.

Tagging in Bulk

Option 1: Tagging in Levitate

Click the People tab in the left-hand navigation
Using the check boxes to the left of their names, scroll through the list and select everyone you would like to tag.

3. Click the 'Tag' button at the top and type in the name of the tag.

Option 2: Tagging in a spreadsheet

Click the People tab in the left-hand navigation
Select the 'All' check box
Click the 'Export' button. This will download all Levitate contacts into a spreadsheet.

4. Using the spreadsheet, add a column for tags. Note: multiple tags can be added when separated by commas.

5. When you are finished tagging, send the spreadsheet to your Client Success Manager or support@levitateapp.com to be imported to your account.

Merging Tags

Starting from the Dashboard, you'll choose Reporting from the left-hand navigation menu and then choose Manage Tags.

From there, you can search for the Tags to merge and click the checkbox on the left-hand side. Then, scroll down for the other Tag to merge with the first and check the box on the left-hand side.

At the top below the search bar click on Merge

Then select which tag you wish to represent both groups and click Merge.

Removing a Tag

Removing a Tag from a contact

To remove a tag from a contact, simply hover over the tag on the profile and click on the X to remove the tag.

Removing a Tag from a group

To fully delete a tag and remove it from all contacts tagged with it, you'll follow the steps below.

Starting from the Dashboard, you'll choose Reporting, and from there you'll choose Manage Tags. You'll search for the tag, select it, and then choose Delete.

Only Administrators and Super Administrators have the ability to delete tags in Levitate. Users are able to access Tags and Reports > Manage Tags, but if they attempt to delete, they will be prompted with an error.

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.

Tag Logical Statements

" AND [also contains the tag...]"

" OR [contains the tag...]"

"but EXCLUDE [contacts that have...]"

Tag A and Tag B

Tag A or Tag B

Tag A exclude Tag B

Tag A and Tag B exclude Tag C

Tag A or Tag B exclude Tag C

Imported On Tags

If you upload contacts to Levitate via a spreadsheet, each contact per upload will be tagged with "Imported On: Date." This can be useful for tracking when a contact was added, but if you are updating or removing information through spreadsheets, they can become moot. If you do not want these tags included on your contacts' profiles, they can be deleted en masse via Reporting > Tags.