How to add and manage tags

Through tagging contacts, you help yourself in keeping your contact list "clean" and easy to group and navigate. If you want to add a tag to some journalists, follow these short instructions:

1. Go to Contacts > My Contacts in the main navigation menu
2. Find journalists you want to tag, for example, with the help of the search bar
3. Select them and then click the Add tags button located over your database
4. In the Add tag window, check existing tags that should indicate selected contacts or create a new tag

my contacts add tags

Under the More actions button, located next to the Add tags button, you can find the Remove tags option. It deletes tags from chosen contacts but does not delete tags permanently from your database.

Verify tags

You can verify a particular contact's details on his dedicated card. Find a journalist in your database, click on the name, and scroll all the way down to the Tag section. Here you can both select new tags and remove old ones with the X icon. 

my contacts contact details left card


Set and change color labels

Besides editing tag names and colors, you can also set the label for particular colors. Click on the cogwheel in the upper right corner of the screen and click on Manage tags:

manage tags

All tags are listed in the Name column. After setting labels for particular colors, they will appear in the column called Color:

Above the tags database, you can find the Edit Colors button, which will allow you to change labels for all colors available in Prowly:

To change the color of a specific tag, click on the Edit icon next to it in the list of tags. You can also change the tag's name there:

tags edit

Merge different tags 

What about merging different tags into one? Just follow these short instructions:

my contacts tags merge tags

  1. Go to Contacts > My contacts > Manage tags or Settings -> Manage tags
  2. Check the tags you want to merge by clicking the boxes next to their names
    (name of the first chosen tag will become the name of the new tag)
  3. Then, click the Merge button located above the table
  4. In the field, provide the number of tags you are going to merge
  5. Confirm the action with the Merge button

All selected tags are now merged under one tag. You can find and edit the tag name with the pencil icon located on the right side of the table if the current name does not ideally reflect the actual scope of contacts.

If you have any questions related to tag management in Prowly, don't hesitate to contact our team via chat.

Filtering tags

In the tags manager, you can filter your tags using the following properties:

  • contacts - show only the tags, which are assigned to a specific number of contacts,
  • clippings - show only the tags, which are assigned to a specific number of clippings in Reporting module,
  • color - show only the tags with a specific, chosen color.

tags filter