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9a8da0a
Document Tag Manager with enhanced search capability
promptless[bot] Mar 31, 2026
613b479
Sync suggestion branch with base branch
promptless[bot] Apr 1, 2026
e239c5b
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promptless[bot] Apr 1, 2026
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promptless[bot] Apr 1, 2026
6129d19
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promptless[bot] Apr 11, 2026
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promptless[bot] Apr 11, 2026
154f1e5
Merge branch '7.1' into promptless/tag-search-enhancement
promptless[bot] Apr 23, 2026
335ef8a
Merge branch '7.1' into promptless/tag-search-enhancement
promptless[bot] Apr 23, 2026
72767a4
Use RST auto-numbering syntax for ordered lists
promptless[bot] Apr 24, 2026
c1865bc
Fix admonition formatting with blank line and 3-space indent
promptless[bot] Apr 24, 2026
1db5296
Wrap section titles with Vale off/on directives
promptless[bot] Apr 24, 2026
724d254
Address PR review feedback on Tag Manager documentation
promptless[bot] Apr 24, 2026
611f086
Address PR review feedback for Vale warnings
promptless[bot] May 15, 2026
5d43169
Merge branch '7.1' into promptless/tag-search-enhancement
promptless[bot] May 15, 2026
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1 change: 1 addition & 0 deletions .github/styles/config/vocabularies/Mautic/accept.txt
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Expand Up @@ -137,6 +137,7 @@ Unpublish
URL
URLs
UTM
VIP
Vtiger
Webmecanik
www
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2 changes: 2 additions & 0 deletions docs/contacts/manage_contacts.rst
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Expand Up @@ -509,6 +509,8 @@ Updating Contact fields

You can also pass information specific to your Contact by setting Mautic Contact ``field(s)`` to be publicly editable. Note that values appended to the tracking pixel should be ``url`` encoded - %20 for spaces, %40 for @, etc.

.. _tracking pixel query Tags:

Tags
~~~~

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87 changes: 86 additions & 1 deletion docs/plugins/tag_manager.rst
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Expand Up @@ -3,4 +3,89 @@
Tag Manager
###########

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Tags help you organize and categorize your Contacts. Unlike Segments, Tags are labels you manually assign to Contacts. You can add or remove them anytime. Use Tags to mark Contacts based on characteristics, behaviors, or other criteria that matter to your marketing.

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Accessing the Tag Manager
*************************

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Go to **Contacts > Manage Tags** to open the Tag Manager list page. This page shows all existing Tags with their names, descriptions, and Contact counts.
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.. vale on

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Creating a Tag
**************

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#. Click the **New** button in the top right corner.
#. Enter a **Name** for the Tag. This is the only required field.
#. Optionally, add a **Description** to provide more context about when to use this Tag.
#. Click **Save & Close** to create the Tag.

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Editing a Tag
*************

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#. Click on the Tag name in the list to open it.
#. Modify the name or description as needed.
#. Click **Save & Close** to apply changes.

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PR #16003 adds the ability to search Tags by description text in addition to name. The PR enhances both the API collection search and the Tag Manager list search in the UI to match descriptions.

Source: mautic/mautic#16003

Deleting a Tag
**************

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#. Select the checkbox next to the Tag you want to delete.
#. Click the dropdown arrow next to the **New** button and select **Delete Selected**.
#. Confirm the deletion.

.. note::

Deleting a Tag doesn't delete the Contacts associated with it. The Tag is simply removed from those Contacts.

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Searching Tags
**************

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Use the search box at the top of the Tag Manager list to find specific Tags. Mautic searches both the Tag name and description. This helps you find Tags even if you only remember part of the description.

For example, you have a Tag named 'VIP' with the description "High-value customers who purchased premium plans." You can find it by searching for 'VIP', 'premium', or 'high-value'.
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Assigning Tags to Contacts
**************************

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You can assign Tags to Contacts in several ways:

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* **Contact detail page** - Open a Contact, go to the **Tags** tab, and add or remove Tags directly.
* **Batch actions** - Select multiple Contacts in the Contact list, then use the bulk action menu to add or remove Tags.
* **Campaign actions** - Use the **Modify Contact Tags** action in Campaigns to automatically add or remove Tags based on Contact behavior.
* **Form actions** - Configure a Form to add Tags to Contacts when they submit it.
* **Tracking pixel** - Pass Tags via the tracking URL using the ``tags`` parameter.
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.. vale on

For more information on using Tags with the tracking pixel, see :ref:`Tracking pixel query <tracking pixel query Tags>` section.
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