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Contact Tags

* Page referenced in this article: tags page.

Contact Tags are flexible labels you can add to contacts. A contact can have multiple tags, which makes tags useful for event lists, campaign audiences, interests, and other overlapping groupings that do not fit into a single category.

Overview

• A contact can have multiple tags.
• Tags can be used in filters, segments, workflows, campaigns, and reports.
• Tags are best for flexible groupings that may overlap.
• Admins can manage the full tag list from the Tags page.

Use tags when a contact may belong to more than one group at the same time.

Manage Tags

Create a Tag

1. Go to the Tags page.
2. Click + Add Tag.
3. Enter the tag name.
4. Choose a color if that option is available.
5. Click Save.

Rename a Tag

Renaming a tag updates the tag name everywhere it is currently used.

Delete a Tag

Deleting a tag removes it from every contact that currently has it.

Deleting a tag cannot be undone. If you need to keep a record of the contacts that used the tag, export or review them first.

Apply Tags to a Contact

1. Open the contact's details page.
2. Find the Tags section on the Overview tab.
3. Click Edit.
4. Search for an existing tag or enter a new one.
5. Save your changes.

Update Tags in Bulk

To update tags for multiple contacts at once, go to Contacts or the Sales Pipeline, select the contacts, and use the bulk action bar to Add tags or Remove tags.

Bulk tag updates are especially helpful for event attendees, campaign audiences, and other large contact groups.

Use Tags in Filters and Automation

• Use tags in filters and segments to find contacts who have or do not have a specific tag.
• Use tags in workflows to trigger actions, branch logic, or automatically add and remove tags.
• Use tags in email and text campaigns to target a specific audience.
• Use tags in reports when you want to review a tagged group of contacts.

Tags vs. Categories vs. Custom Fields

A simple rule of thumb: use tags for flexible grouping, categories for one main classification, and custom fields for structured data.

Best Practices

• Use a consistent naming style. Clear naming makes the tag list easier to manage.
• Review tags regularly. Clean up near-duplicates so contacts are not split across similar tags.
• Use custom fields for structured data. Tags work best for labels, not for values that change often or need strict formatting.
• Use workflows to automate tagging. This reduces manual upkeep for recurring actions.
• Create tags with a clear purpose. This helps keep the tag list useful over time.

FAQs

Can a contact have more than one tag?

Yes. A contact can have multiple tags.

What happens if I rename a tag?

The new name replaces the old one everywhere that tag is currently used.

Can I remove a tag from many contacts at once?

Yes. Select contacts from Contacts or the Sales Pipeline and use Remove tags in the bulk action bar.

Should I use a tag or a category?

Use a tag when a contact may belong to more than one group. Use a category when you want one main classification for each contact.

Are tags case-sensitive?

Tags match by name, so a consistent naming convention helps avoid duplicate-looking tags.

Related Articles

• Contact Categories
• Creating Segments
• Creating and Saving Contacts Filters