Streamline your account by merging redundant or outdated tags in Kartra. Use the Tags page under Contacts to consolidate tags and keep your processes organized.

Key facts about merging tags

  • Irreversible action: Once merged, selected tags are deleted and cannot be recovered.
  • Contact updates: Contacts linked to merged tags are reassigned to the final tag.
  • Automation impacts: Automations or processes referencing merged tags will be cleared.
    • Before merging, replace any tags used in critical flows (e.g., sequence starting rules) with the tags you intend to keep.
  • Log entries: Historical logs tied to merged tags will no longer display.

How to merge contact tags in Kartra

  1. Access the Tags page:
    • Go to Contacts > All contacts
    • Click the Tags tab
  2. Select tags to merge:
    • Check the boxes next to one or more tags you want to consolidate.
    • Tip: Only select the tags you wish to eliminate. The final tag is chosen in the next step.
  3. Open the merge tool:
    • Click the merge icon at the top right of the Tags table.
      Select tags and launch the merge tool
    • A pop-up window will display the selected tags.
  4. Choose a final tag:
    • Use the dropdown menu to select the tag that will replace the merged tags.
      Choose the final tag to merge your selections to
  5. Confirm the merge:
    • Click Save in the top-right corner of the pop-up.

Merge results

  • The merged tags are permanently deleted and cannot be restored.
  • Contacts are re-assigned to the final tag.
  • Automations and processes tied to merged tags are cleared of the tag reference.