- Organisation: Categorise contacts by characteristics, status, or type.
- Faster search: Quickly locate specific groups of contacts.
- Segmentation: Create groups for campaigns and directed actions.
- Traceability: Tags remain attached to the contact across updates, giving you a reliable history.
Add a tag to a contact
1
Open the Contacts section
In the left sidebar, click Contacts.
2
Select the contact
Click the contact in the list to open their detail page.
3
Go to the Tags section
Scroll down the page until you find the Tags card.
4
Add a tag
Click the + button next to the Tags heading.
5
Search and select the tag
Type the tag name in the search field or choose one from the list. The tag is added to the contact immediately.
Remove a tag from a contact
1
Open the contact's detail page
Navigate to the contact and open their details.
2
Go to the Tags section
Scroll down to the Tags card.
3
Hover over the tag
Move your cursor over the tag you want to remove.
4
Click the X
Click the X that appears on the right side of the tag. It is removed immediately.
- You can add multiple tags to the same contact.
- Tags can be used to filter contacts in the main contact list.
- Tags remain attached to the contact even after other updates.
- Each tag can have a custom colour for easy visual identification.
- You can search for tags by name when adding them to a contact.