> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/features/social-cdp/tags.md).

# Tags

Tag Management gives you a clear overview of all tagging activities. The following sections introduce how to view tagging statistics, filter by time range, and export detailed tagging logs.

* [Overview Page](#overview-page)
* [Viewing Tagging Statistics](#viewing-tagging-statistics)
  * [Search & Filter By Time Range](#search-and-filter-by-time-range)
    * Export Reports
      * [Statistics of Tagging](#statistics-of-tagging)
      * [Every log of Tagging](#every-log-of-tagging)
  * [Daily Tagging Count](#daily-tagging-count)

## Overview Page

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F4pgP5L76jcKSTRduytQu%2Ftag%20edit%20page2.png?alt=media&amp;token=45d81246-e531-4a6c-b8d0-b94d7e3ce606" alt=""><figcaption></figcaption></figure>

1. Search tag name: Find a specific existing tag.
2. More: Filter tags by time range, daily tagging count, and delete tags by batches.
3. Create new tag: Add a new tag.
4. Select specific tags.
5. Validity Period: Permanent or Time-limited. See below for more details about this setting.
6. Last tagged time: The time of the last tag application.
7. Number of tagged customers: The total number of unique users who have been tagged.
8. Action: Delete created tags.

{% hint style="success" %}
**More About Setting Validity Period**

When creating a new tag, you can set the validity period as either:

* **Permanent:** The tag will remain on the contact until manually removed.
* **Time-limited**: The tag will be automatically removed once it expires. All instances of the same tag (even if applied multiple times) will be removed upon expiry.
  * CDP plans: Max time limit is 365 days.
  * Non-CDP plans: Max time limit is 90 days.
* If a tag is reapplied to the same contact, the expiration date resets.
  * Example: Tag "Tag\_A" is set to expire in **30 days**
    * **May 20** – Mr. Lee is tagged with "Tag\_A".
      * Scheduled for deletion on June 19 at 11:59 PM (UTC+8).
    * **June 1** – Mr. Lee is tagged with "Tag\_A" again.
      * New deletion date: July 1 at 11:59 PM (UTC+8).
    * **June 28** – Mr. Lee is tagged again.
      * New deletion date: July 28 at 11:59 PM (UTC+8).
    * **July 28 at 11:59 PM (UTC+8)** – "Tag\_A" and all 3 tagging records are deleted.
* **Editing Tag Expiry**
  * Switching from Permanent to Time-limited
    * Requires re-tagging to activate the countdown.
  * Shortening the time limit
    * If a tag's last application time has already exceeded the new time limit (as of daily check at UTC+8 23:59), the system will delete it from the contact.
* **Limitations**
  * Time-limited tags are not supported for website visitors.
  * Visitors are defined as users with no social profile, member ID, phone number, or email in Webchat.
    {% endhint %}

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FnNE3pPY3wlb32eFZL5nb%2Fvalidity%20period%20.webp?alt=media&amp;token=3308b8f8-248c-4e55-bfac-d29c63c290df" alt=""><figcaption><p>When creating a new tag, you can set the validity period as either "Permanent" or "Time-limited".</p></figcaption></figure>

## Category Management

* **Access:** \
  Go to More > Category Management.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FSqv5FwM4yxuk2WNU0VrJ%2FiScreen%20Shoter%20-%20Google%20Chrome%20-%20260527102058.png?alt=media&amp;token=6dc91151-7a2a-4767-8dd2-d66360f51737" alt=""><figcaption></figcaption></figure>

* **Display Order:** \
  Once you enter the page, all category names will be displayed and sorted by creation time, from newest to oldest.
* **Create Category:** \
  You can add a new category using the Create Category button located in the top right corner.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fc9CxZQS8CnRz9zZc1qdC%2FiScreen%20Shoter%20-%20Google%20Chrome%20-%20260527102204.png?alt=media&amp;token=819a04c4-fad0-4a50-b381-3d539ac7fc60" alt=""><figcaption></figcaption></figure>

* **Action:** \
  You can edit the category name or delete the category entirely.

If a category is deleted, all tags previously assigned to that category will automatically be moved to "Uncategorized".

## Viewing Tagging Statistics

By clicking "More" on the overview page, you can filter by time range to view tag statistics and check the daily tagging count.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F1w3y96E2gcqT5IWZaYbZ%2Fmore.png?alt=media&amp;token=157eccc8-bda1-43e3-8f16-6cba9588d1c7" alt=""><figcaption></figcaption></figure>

### **Search & Filter By Time Range**

1. Enter the tags you want to search for and click the green tick button.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fl38pmhgHrunkl7DcZdm9%2Fsearch%20tag.png?alt=media&amp;token=a0b4067c-9c0f-4ded-81e4-647ffca25885" alt=""><figcaption></figcaption></figure>

2. Adjust the date range for the report you want to view, and click "OK".

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fnatj0dhsvud2VZqJT6KJ%2Fadjust%20date.png?alt=media&amp;token=ca00794c-fdff-447c-98dc-dd09a254e26f" alt=""><figcaption></figcaption></figure>

Done! You can view the statistics report for your searched tags.

### Export Reports

#### **Statistics of Tagging**

You can export tag names, number of tagged customers, and number of tagging times.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FM1OOb8bKLy3r6eVwDkgj%2FStatistics%20of%20Tagging.png?alt=media&amp;token=b1676104-563d-4ebc-89c0-79374822949b" alt=""><figcaption></figcaption></figure>

#### **Every log of Tagging**

You can export each log of tagging, including tagging time, channel, channel ID, user ID, tag, and tagging source.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F1CIoVb7ZjFoM2RPR63ID%2FEvery%20log%20of%20Tagging.png?alt=media&amp;token=2a9748e3-0e61-4d6f-b100-f2c1186451dc" alt=""><figcaption></figcaption></figure>

### Daily Tagging Count

1. Enter up to 10 tags you want to search for, then click the green check button.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FsxfCpW8WtIVbcog3BpWf%2Fdaily%20search%20tag.png?alt=media&amp;token=44b66ea5-3c4f-4306-abda-240280f5e5ef" alt=""><figcaption></figcaption></figure>

2. Adjust the date range for the report you want to view, and click "OK".

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FbAcCsXLx5SeivwhXzPAD%2Fdaily%20adjust%20date.png?alt=media&amp;token=a0ed2939-8e2b-47c6-8e75-627d68b52046" alt=""><figcaption></figcaption></figure>

Done! You can view the statistics report for your searched tags.
