Tags

Tags are labels you can apply to contacts to organize and categorize them. They’re useful for segmentation, filtering, and targeting specific groups in campaigns and workflows.

Creating Tags

Tags can be created in two places:

From Settings

1. Go to Settings > Tags
2. Click Create Tag
3. Enter a tag name
4. The tag is now available across your workspace

On the Fly

When editing a contact’s tags (on their profile or during import), you can type a new tag name to create it instantly.

Applying Tags

You can apply tags to contacts in several ways:

• Contact Profile — Open a contact and add tags in the Tags section
• Bulk Import — Assign tags to all imported contacts during CSV import
• Workflows — Use the Update Lead block to add tags automatically during a flow
• Customer Table — Select contacts and apply tags in bulk

Using Tags

Tags are useful for:

• Filtering the Customers table — Click Filter and select tags to narrow your list
• Building Segments — Create dynamic segments based on tag conditions
• Targeting Campaigns — Send broadcasts to contacts with specific tags
• Workflow Logic — Use tags in conditions to route flows differently

Managing Tags

To edit or delete tags, go to Settings > Tags. See Settings > Tags for details.