To find Contacts by tag, open the Contacts area, select Find, and use the Tags section in the panel on the right. You can pick a common tag, type a tag name, or browse your tags with the magnifying glass. When you select more than one tag, you can match all, any, or none of them.
How do you find Contacts by tag?
Open the Contacts area and select Find.
In the panel on the right, find the Tags section. It appears by default after you select Find.
Choose your tags in one of three ways:
Select a common tag. The most common tags appear as buttons under Common Tags. Select one to search by that tag.
Type a tag name. In the field for a tag category, start typing. A list of matching tags appears. Select the one you want.
Use the magnifying glass. Select it in a category field to view the specific tags and tag categories you have, then choose a tag.
To add more tags, repeat step 3. You can select multiple tags, including tags from different categories.
The Tags section includes a field for every tag category you have, including the general Tags (No Category).
If the Tags section is not in the panel, select Add Field at the top of the panel and choose Tags.
💡Pro Tip: Combine tags from different categories in one search to narrow in on the right candidates. For example, pair a specialty tag with a relocation tag to find candidates in your specialty who would move to a particular state.
How do you match all, any, or none of your tags?
When you select more than one tag, the setting at the bottom of the Tags section controls which records you see. It reads Result must have all of these, and all is the default.
Option | Which records you get |
ALL of the selected tags | Only contacts that have every tag you selected. |
ANY of the selected tags | Contacts that have at least one of the tags you selected. |
NONE of the selected tags | Contacts that have none of the tags you selected, including contacts with no tags. |
To change the setting, select the linked word all, and then choose an option from the Show records with... menu. (Screenshot)
💡Pro Tip: If your search returns fewer contacts than you expect, check this setting first. With several tags selected, ALL returns only contacts who have every one of them. Switching to ANY widens your results to contacts who have at least one tag.
For more examples, see Using Tags.
How can you see why a contact matched?
Add the Tags column to your results. Select the three-dot menu in any column heading, then select the checkbox next to Tags. The column shows all of the tags on each record, not only the ones you searched for. (Screenshot)
💡Pro Tip: Use the Tags column to check your results before you act on them. It shows at a glance whether a contact matched because of the tag you wanted, and the column is included if you export your results.
Key takeaway
Use the Tags section in Find to search for contacts by tag. Select a common tag, type a tag name, or use the magnifying glass. When you select more than one tag, choose whether contacts must have all, any, or none of them.
What's Next?
Looking for help with Tag setup? Or looking for a bit more detail on search? Check out our guides below!