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Short answer: Create tags from Collections → Tags in the sidebar or directly while editing a link, then filter lists and analytics by tag.
See also: How tags work in ShortPen

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Decide when to use tags vs folders

  • Folders: the structural “home” for a link (one per link).
  • Tags: cross-cutting labels you can use in many combinations (many per link).
A common pattern: folder = ownership/context (e.g., Client A), tags = dimensions (e.g., facebook, remarketing, Q4-launch).

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How to create a new tag

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From Collections

  1. In the sidebar, go to Collections → Tags.
  2. Click Add Tag, enter Name (and optional Color), then Create.
Use this screen later to rename or delete tags as your taxonomy evolves.
  1. Go to Links → New Link (or open any link and click Edit).
  2. In Folder / Tags, start typing. Pick an existing tag or choose “Create”.
  3. Save the link.
Learn more: How to create a link in ShortPen
  1. Open the link’s Edit view.
  2. In Folder / Tags, select one or more tags.
  3. Save.
  1. Go to Links, switch to Select mode, and choose the links.
  2. Click Bulk edit → Tags, add or remove tags, then Apply.
Learn more: How to bulk update or delete links in ShortPen

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How to rename tags

  1. In the sidebar, go to Collections → Tags.
  2. Click the tag’s rename action (gear icon), update the name, and Save.
Renaming updates the label everywhere the tag is used.

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How to delete tags

  1. From the same screen, click the tag’s delete (trash).
  2. Confirm. The tag is removed from links; the links remain intact.
You can also remove a tag from a single link by editing the link and deselecting the tag (or via bulk edit).

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How to filter lists and analytics by tag

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FAQ

One folder per link (structural home). Many tags per link (cross-cut labels).
No. Tags are metadata for organization and reporting.
As a filter and as a dimension/table at workspace level. You can compare performance by tag.
Learn more: Overview of ShortPen Analytics