The Tags interface allows you to organize contacts efficiently:
1. Name Tag - Create a descriptive name for your tag
2. Tag Preview - See how your tag will appear after applying color changes from section 5
3. Search Tag Name - Enter text to filter existing tags
4. Search Results - View tags matching your search criteria from section 3
5. Choose Tag Color - Select from a variety of colors to visually distinguish your tags
6. Add Created Tag - Save your new tag to make it available for contact assignment
Using tags with different colors allows you to visually categorize contacts for quick identification and segmentation based on your business needs.
Custom Fields
Custom Fields Configuration Interface:
The Custom Fields configuration panel provides intuitive tools to organize and manage your contact data structure:
1. Field Ordering Slider - Drag and reposition fields to customize their display order in contact profiles, moving important information to the top
2. Cancel Button - Discard any changes made to your field configuration and return to the previous view
3. Save Configuration - Apply and preserve all modifications to your custom field structure
4. Add Field Button - Create new custom fields with various data types (text, number, date, etc.) to capture specific contact information relevant to your business
This intuitive interface allows you to tailor your contact management system to match your specific workflow needs, ensuring the most relevant information is easily accessible and organized according to your priorities.
Maximizing Organization with Tags & Fields:
The combination of colored tags and custom fields provides a powerful organizational system:
Tags offer quick visual categorization for easy filtering and segmentation
Custom fields enable detailed contact management with business-specific data points
Together, they create a flexible framework that adapts to your unique business requirements
By leveraging these customization options, you can create a highly personalized contact management system that aligns perfectly with your workflow and sales process.
Update
Additional Information:
How Triggers Actually Work (and How Tags Fit Into Them)
This clarification is important because it directly affects how workflows behave.
Think of a trigger as a moment in time, not a filter or a rule that keeps checking contacts.
A trigger fires once, exactly when an event happens.
1. “Tag Added” is an event — not a retroactive rule
When a workflow trigger is set to “Tag Added → X”, this is what it means:
The workflow fires only at the moment the tag is added
It does not look backwards in time
It does not scan your database for contacts who already have the tag
So if:
A contact already had Tag X before the workflow was created
Or before Tag X was selected as the trigger
👉 They will NOT be enrolled
Nothing happens retroactively. The system only reacts to new tag-added events going forward.
2. Why existing tagged contacts don’t auto-enroll
Contacts who already have a tag did not experience the event of “tag added.”
No event
No trigger
No workflow enrollment
This is intentional. Retroactive enrollment could cause accidental sends, duplicated actions, and compliance issues.
3. Removing a tag does NOT undo a trigger
Another common misunderstanding:
Removing a tag does not pull someone out of a workflow.
Once the Tag Added trigger fires, the workflow has already started.
Triggers don’t reverse, and they don’t get “undone.”
If you need logic that depends on a tag being present or removed, that must be handled inside the workflow, not by the trigger itself.
4. Manual trigger = intentional enrollment
The Manual trigger works differently:
It does not wait for an event
You explicitly choose which contacts enter the workflow
Nothing happens automatically
This is useful when:
You want full control
You need to enroll existing contacts
You don’t want automation tied to tag changes
5. The simplest way to think about triggers
A helpful mental model:
A trigger is like pulling a trigger on a gun.
Once you pull it:
The shot is fired
You can’t put it back
Changing rules later doesn’t affect what already happened
Triggers respond to moments, not ongoing conditions.
6. Tags vs Triggers (critical distinction)
Tags = labels on contacts (state)
Triggers = events that happen (time-based)
Tags by themselves do nothing.
Workflows only start when a trigger fires — either:
A tag is added, or
A contact is manually enrolled
7. Key rule to remember
Right now, with only Manual and Tag Added triggers available, this rule always applies:
Workflows start because something happened — not because something already exists.
This keeps automation predictable, safe, and intentional.