--- url: https://docs.oakmega.com/en/guide/members/tag-management.md description: >- Tags are the basis of segmentation: post articles, chatbots and routing links all use them to pick their audience. This article covers organizing tags with folders, creating strength and expiry tags, moving and deleting them, and the Free plan's limits. --- By the end of this article you'll be able to create folders to organize your tags, add strength or expiry tags, and move or delete tags you no longer use. ## Before you start * You need **Editable** permission for **Tag Management**. People with view-only permission see **No Edit Permission** on the page. * Tags are applied to **OakMega Members**, so every communication platform shares the same set of tags. See "Tag" and "OakMega Member" in the [glossary](https://docs.oakmega.com/en/glossary.md). * Tag Management is available on every plan, but the **Free plan has limits**: | Item | Free plan | Pro and Enterprise plans | |---|---|---| | Number of tags | Up to 10; the page shows your **Tag Quota** | No limit | | Creating folders | Not available; only the default folder | Available | | **Batch Import** of tags from CSV | Not available | Available | When you hit a limit you'll see "**You've discovered a new feature!**", and you'll need to upgrade your plan to continue. ## The Tag Management page In the navigation bar, click **Member & Tag** and choose **Tag Management**. The screenshot below shows the Tag Management page. On the left are **All Tags** and the **Folders** list; clicking a folder shows only the tags in it. On the right is the tag list, with Tag Name, Total Number of Tagged People and Creation Time. Each row has an edit (pencil) button and a "⋯" button on the right. In the top-right corner are **Display Fields**, **Batch Import**, **AI Generate** and **Add**. ![The Tag Management page: the VIP Customers folder is selected on the left, and the list on the right has one tag, Anniversary Sale Shopper, with 0 tagged people; Display Fields, Batch Import, AI Generate and Add buttons are in the top-right corner](https://docs.oakmega.com/en/guide/members/images/tag-management-01-list.png) ## Create a folder Folders group your tags and also control whether general members can change the tags inside. 1. Click "＋" next to **Folders** on the left. 2. Enter a **Folder Name** (up to 30 characters). 3. Choose a **Folder Color**. Tags in this folder are shown in this color. 4. If needed, set **Edit Management Permission** and **Manual Adjustment Permission** under **General Member Permission Management** (explained in "How it works" below). 5. Click **Confirm**. The new folder appears in the list on the left. The animation below creates a folder. It clicks "＋" next to Folders, enters the name "VIP Customers", picks "Green" as the folder color and clicks **Confirm**. The new folder appears in the list on the left. [Animation（MP4）](https://docs.oakmega.com/en/guide/members/images/tag-management-02-create-folder.mp4) ## Create a tag 1. Click **Add** in the top-right corner. 2. Enter a **Tag Name** (up to 100 characters). 3. Under **Select Folder**, choose the folder it belongs to. 4. Choose a **Tag Type**: **Strength Tag** or **Expiry Tag**. For an expiry tag, also set the **Expiry Time**: up to 731 days, and 1–23 hours. 5. Click **Add**. When **Created successfully** appears, the tag shows up in the list. The animation below creates a strength tag in the "VIP Customers" folder. It clicks **Add**, enters the tag name "Anniversary Sale Shopper", selects the "VIP Customers" folder, keeps "Strength Tag" as the type and clicks **Add**. The tag then appears in the list. [Animation（MP4）](https://docs.oakmega.com/en/guide/members/images/tag-management-03-create-tag.mp4) To create many tags at once, use **Batch Import** to upload a CSV file (names that already exist are skipped), or **AI Generate** to describe the tags you want and let AI suggest them. ## Move, edit and delete tags The pencil on each row edits the tag. The "⋯" menu has **Move**, **Download Tag Record** (up to 10,000 entries), **Download Member Data** and **Delete**. To delete a tag: 1. On the tag's row, click "⋯" and choose **Delete**. 2. The confirmation dialog shows "**Are you sure you want to delete the tag '…'?**" and "**All content will be deleted.**" 3. Click **Confirm**. **Deleted successfully** appears. The animation below deletes the "Anniversary Sale Shopper" tag created above. It clicks "⋯", chooses **Delete**, and clicks **Confirm** in the dialog, leaving the list empty. [Animation（MP4）](https://docs.oakmega.com/en/guide/members/images/tag-management-04-delete-tag.mp4) Deleting a folder works the same way: hover over the folder on the left, click "⋯" and choose **Delete**. The dialog warns "**Items within the folder will also be deleted.**" After you click **Delete**, the folder and every tag in it are removed. Deletion can't be undone in the dashboard, so make sure the tags aren't in use first. ## How it works ### Strength tags and expiry tags The difference is whether a tag stops applying on its own after it's been applied: | Tag type | Behavior | Good for | |---|---|---| | **Strength Tag** | Stays in effect once applied and records a strength that can be adjusted manually | Long-term attributes or interests, such as membership tier or preferred product category | | **Expiry Tag** | Stops applying once its **Expiry Time** has passed | Short-term behavior, such as "clicked the offer link in the last 7 days" or "joined this week's event" | ### General Member Permission Management Each folder decides separately what general members (members who aren't workspace admins) can do: | Setting | When granted | When not granted | |---|---|---| | **Edit Management Permission** | General members can add, edit, delete and move the folder and its tags | The folder shows a "not granted" symbol, and general members can only view it | | **Manual Adjustment Permission** | General members can use the folder's tags to manually apply, delete and adjust the strength of tags on members | The tags show a "not granted" symbol, and general members can't adjust them manually | A good pattern is to open up tags everyone uses, such as campaign tags, and lock tags managed by the system or by managers, such as VIP tiers. ## FAQ ### Item name duplicate A tag or folder with the same name already exists. Choose a different name and try again. ### You've discovered a new feature! You're on the Free plan and already have 10 tags, or you tried to create a folder or batch import from CSV. Delete tags you don't need, or upgrade your plan. ### To edit tags within this folder, please notify the owner to grant editing management permissions. This folder doesn't grant **Edit Management Permission** to general members. Ask a workspace admin to edit the folder and turn that permission on. ## Next steps * [Glossary](https://docs.oakmega.com/en/glossary.md) * [Find your way around the new dashboard](https://docs.oakmega.com/en/guide/getting-started/navigation.md) * [Set up My Account](https://docs.oakmega.com/en/guide/settings/personal-setting.md)