Introduction

Artshell provides two essential tools for organising and managing your contacts: Tags and Lists.

In this article, you’ll learn how to create, add, or remove one or more tags from your contacts, and how to organise them into manual or automatic lists for more efficient and personalised management.

Prerequisites

We recommend reading the following articles before getting started:

Create and manage Tags for contacts

Tags allow you to label and categorise contacts to facilitate searching, organising, and exporting. Below are the actions you can perform with tags.

Click each section below to expand the instructions:

Create a new tag

There are two ways to create a tag:

From the contact card:
1. Select a contact and click the  icon at the top to enter edit mode.
2. In the Add a tag field, type the name of the new tag and press ENTER on your keyboard.
3. Click Save at the top to confirm.
From the Manage panel (recommended if you want to add the tag to multiple contacts):

Artshell allows you to assign a tag to many contacts at once:

1. 1. Select the contacts using the  icon.
  2. In the Manage panel on the right, click Add tag. If the panel doesn’t appear (for example, due to a smaller screen), click the three-dot icon in the top right corner.
  3. Click + Create tag.
  4. Enter the desired tag in the input field and then click Create tag. Click Cancel to go back.
    
    Note: The number in parentheses next to each tag indicates how many contacts are linked to that specific tag.
  5. Click the Add button at the bottom right to apply the tag to the selected contacts.

Tip: Before creating a new tag, take a moment to check via the search bar whether a tag with the same or a similar name already exists.

Add an existing tag to multiple contacts

1. 1. Select the contacts using the  icon.
  2. In the Manage panel on the right, click Add tag. If the panel doesn’t appear (for example, due to a smaller screen), click the three-dot icon in the top right corner.
  3. Use the search bar to find the tag you want to assign, then tick the box next to the tag to select it.
  4. Click the Add button at the bottom right to apply the tag to the selected contacts.

Remove a tag

You can remove a tag in two ways:

From the contact card:
1. Select a contact and click the  icon at the top to enter edit mode.
2. Click the x next to the tag you want to remove.
3. Click Save at the top to confirm.
From the Manage panel (recommended if you want to remove the tag from multiple contacts):

1. 1. Select the contacts using the  icon.
  2. In the Manage panel on the right, click Remove tag. If the panel doesn’t appear, (for example, due to a smaller screen), click the three-dot icon in the top right corner.
  3. Use the search bar to find the tag you want to remove, then tick the box next to it (you can remove multiple tags at once).
    
    Note: The Remove tag area only displays tags that are currently assigned to the selected contacts.
  4. Click the Remove button at the bottom right to delete the tag.

Create and manage Lists for contacts

With Artshell, you can organise and group contacts into an unlimited number of lists. As described in the introductory article Organising content: Tags and Lists, there are two types of lists: Manual and Automatic.

You can access all the lists created by clicking the section title at the top left.

Create lists

Click each box to expand the instructions:

Create a Manual list

To create a manual list — a static list that doesn’t change over time:

Select the contacts using the  icon.
In the Manage panel on the right, click Add to list. If the panel doesn’t appear (for example, due to a smaller screen), click the three-dot icon in the top right corner.
Since the list you want to use doesn’t yet exist, click + Create list.
Enter the list name in the designated field, then click Create list. Click Cancel to go back.
Click the Add button at the bottom right to add the selected contacts to the newly created list.

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Create an Automatic list

To create an automatic list — one that updates dynamically over time — start by using the search bar in the Contacts section. Enter one or more filters to define the list’s criteria, then press ENTER on your keyboard. You can now save the resulting search by clicking the  icon at the top right.

Here is an example of a list based on contacts tagged as vip and located in Milano.

After clicking the  icon, choose a name for your automatic list. Finally, click Save list.

Tip: Include the criteria used in the list name to make it easier to identify later.
For example, a name for the list above could be: “VIP Contacts in Milan – tag 'vip' + in 'Milan’”.

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Manage lists

Add contacts to an existing list

Add to a manual list:

Select the contacts using the  icon.
In the Manage panel on the right, click Add to list. If the panel does not appear (e.g., due to a small screen size), click the circled three-dots icon in the top right corner.
Use the search bar to find the list you want to add contacts to, then tick the box next to it.

Note: The number in parentheses next to each list indicates how many contacts are currently in that specific list.
Click the Add button at the bottom right to add the contacts to the selected list.

Add contacts to an Automatic list:

To include a contact in an automatic list, make sure it meets the criteria set when the list was created. The contact will be added automatically as soon as it satisfies those requirements.

Remove contacts from a list

Remove contacts from a Manual list:

Select the contacts using the  icon.
In the Manage panel that appears on the right, click Remove from list. If the panel does not appear (e.g., due to a small screen size), click the circled three-dots icon in the top right corner.
Use the search bar to find the list from which you want to remove the contacts, then check the box next to the list to select it.

Note: The number in parentheses next to each list indicates how many contacts are currently in that specific list.
Click the Remove button at the bottom right to remove the contacts from the selected list.

Remove contacts from an Automatic list:
A contact is automatically removed from an automatic list if it no longer meets the criteria defined at the time of its creation. To remove a contact, simply ensure it no longer fulfills the required conditions.

Customize the order of lists

Click the name of the Contacts section in the top left.
Hover over a list to see the hand icon appear.
Drag each list up or down to organize them in your preferred order.

Conclusions

Mastering the use of Tags and Lists within your address book in Artshell is essential for maintaining structured, efficient, and personalised contact management.

These tools allow you to easily categorise the people and organisations you work with, build targeted groups for mailings, communications, and campaigns, and quickly retrieve the most relevant contacts based on your operational needs. Whether you require a static selection for a specific communication or a dynamic structure that updates automatically over time, investing in the proper configuration of Tags and Lists will help you save time, improve efficiency, and keep your database neat and up to date.