Settings: Tags

The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (similar but more granular than a pipeline stage). You can add more than one tag to a contact. 

How to Create, Add & Remove Tags:

  1. Navigate to Tags Settings:
    • Go to Settings.
    • Select Tags from the menu.
  2. Create a New Tag:
    • Click on New Tag.
  3. Add Tag Name:
    • Enter the name of the tag you want to create.
  4. Submit the Tag:
    • Click Create to save the new tag.





Importing Contacts with Tags

  1. Prepare Your Spreadsheet:
    • Add tags to specific contacts directly in the spreadsheet or apply a tag to the entire list.
  2. Upload Your Spreadsheet:
    • Follow the steps in the "How to import/Export Contacts using a single CSV file" guide to upload your list.

Adding and Removing Tags Manually

  1. Access Contact Record:
    • Open the individual contact card you want to update.
  2. Add a Tag:
    • Go to the ACTIONS section of the contact card.
    • Type the desired tag into the tag field.
    • If the tag has been used before, it will appear in the dropdown. Click to select it.
    • For a new tag, click the Add new Tag + option to create and add it.
  3. Remove a Tag:
    • In the same ACTIONS section, click on the tag you want to remove and delete it.

Managing Tags via Conversations Menu

  1. Navigate to Conversations:
    • Open the conversations menu where you interact with contacts.
  2. Add or Remove Tags:
    • Select the contact you want to update.
    • Use the tag management options to add or remove tags as needed.

  • A trigger can also be set up to apply or remove a tag to contact records. (Refer to the "How to Build and Utilize Triggers" article for the step-by-step.) Some options for the trigger action to prompt the tag-add are call status, updated appointment status, specified email(s) being sent, form submission, and more.
  • The Bulk Actions within the Contacts section can be used to use a select-and-tag option. Check the box next to desired contacts, click the 'Add Tag' Icon at the top, and apply the desired tag. (This can be used to remove a tag too.)

How to Use Tags

  • Tags can be used in the Smart Lists/Contacts to filter down to a specific group of leads/customers that you want to see. 
  • Tags are used to define a group of leads to send a Bulk Request (think Newsletter, Email Blast, etc.)

NOTE: Tags should not contain special characters. The system will technically allow you to create a tag with a special character, such as "This & That" or "#Yes" but it will not pull the list of contacts properly if the tag has a special character. We recommend using text only (spaces are ok.)

Use Cases for Tags:

1. Automating Contact Management with Tags

  • Use tags to automatically segment leads when they perform specific actions (e.g., form submissions, and webinar sign-ups).
  • Set up workflows that trigger actions based on tags, such as sending follow-up emails or assigning contacts to different pipelines.

2. Using Tags for Personalization in Messaging

  • Tags can be used in email and SMS automation to personalize messages based on customer interests or past behavior.
  • Example: If a contact has a "VIP Customer" tag, they can receive exclusive discount offers automatically.

3. Tagging for Lead Scoring & Qualification

  • Assign tags to categorize hot, warm, and cold leads based on interactions (e.g., "Engaged Lead," "Follow-up Needed").
  • This helps sales teams prioritize contacts who are most likely to convert.

4. Managing Customer Journeys with Tags

  • Apply tags at different stages of a customer’s journey (e.g., "New Lead," "Demo Scheduled," "Converted").
  • Remove outdated tags when customers move to the next stage to keep contact records clean.

5. Using Tags in Smart Lists for Targeted Campaigns

  • Create Smart Lists that filter contacts based on tags (e.g., "Past Attendees" for an event follow-up email).
  • Combine multiple tags to refine your audience selection (e.g., "Purchased Product A" + "Needs Upsell").

6. Using Tags in Smart Lists for Targeted Campaigns

  • Create Smart Lists that filter contacts based on tags (e.g., "Past Attendees" for an event follow-up email).
  • Combine multiple tags to refine your audience selection (e.g., "Purchased Product A" + "Needs Upsell").

7. Best Practices for Tagging Strategy

  • Keep tag names short and descriptive (e.g., "Webinar2024" instead of "Attended Our 2024 Webinar").
  • Standardize naming conventions (e.g., use underscores instead of spaces if needed: "New_Lead").
  • Regularly review and clean up unused or outdated tags to avoid clutter.

FAQ’s 

1. What are tags and why should I use them?

Tags are labels you can apply to your contacts to help organize and categorize them. They allow you to define specific actions and stages for your contacts, providing a more granular way to manage and segment your contact list.

2. How do I create a new tag?

  • Navigate to Settings.
  • Go to Tags and click on New Tag.
  • Enter the name of the tag and click Submit.

3. How can I import contacts with tags?

  • Prepare Your Spreadsheet: Add tags to specific contacts in your spreadsheet or apply a tag to the entire list.
  • Upload Your Spreadsheet: Follow the steps outlined in the "How to Import Contacts" article.

4. How do I add or remove tags manually from a contact?

  • Access Contact Record: Open the individual contact card.
  • Add a Tag: Go to the ACTIONS section, type the tag into the tag field, select an existing tag from the dropdown, or create a new one by clicking the plus icon.
  • Remove a Tag: In the ACTIONS section, click on the tag you want to remove and delete it.

5. Can I manage tags through the conversations menu?

Yes. Navigate to the Conversations menu, select the contact, and use the tag management options to add or remove tags as needed.

6. How can I set up a trigger to apply or remove tags?

You can set up a trigger to automatically apply or remove tags based on specific events. Refer to the "How to Build and Utilize Triggers" article for detailed steps. Common trigger options include call status, appointment updates, email sending, and form submissions.

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