Tags are labels you create freely to organize and identify your contacts. They allow you to segment your database more precisely and target your campaigns accurately. For example: "VIP", "Regular customer", "June 2026 Event", etc.
Step 1 : Create a tag
In the left menu, click Contacts
Click the Tags button in the top right
Click Create a tag
Enter the tag name
Confirm
The tag appears in the list with the number of contacts it is assigned to.
Step 2 : Edit or delete a tag
From the Tags page :
Click Edit next to the tag to rename it
Click Delete to permanently delete it
Deleting a tag is irreversible. It will be removed from all contacts it was assigned to.
Step 3 : Assign a tag to a contact
When creating a contact :
Fill in the New contact form
In the Tags section, check the tag(s) to assign
Click Save
On an existing contact :
Open the contact profile
Click Edit
In the Tags section, check the desired tag(s)
Click Save
On a selection of contacts :
From Contacts, apply your filters and click Search
Select the relevant contacts
Click Add a tag to the selection
Choose the tag to apply and confirm
Step 4 : Filter your contacts by tag
From Contacts, click Open advanced filters
In the Filter by tags filter, select the desired tag(s)
Click Search
You obtain the list of all contacts with that tag, which you can then use to create a list or send a campaign.