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.

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.