In Whippy, tags are a powerful tool for categorizing and organizing your contacts. By adding tags to contacts, you can streamline your communication, easily filter and search for specific groups, and target your messages and campaigns more effectively. This guide will walk you through the process of creating tags and assigning them to contacts.

Go to the Whippy Settings: Tags by clicking https://app.whippy.co/settings/tags

Click on the "Add Tag" button to start creating a new tag. This option will open a form where you can define the tag's details.

Enter a name for your tag and choose a color to easily identify it.

Once you have entered the necessary information and customized the tag's appearance, click on the "Save Tag" button. This action will save the new tag to your list.

To assign tags to contacts, head to the "Contacts" page. This page displays all the contacts stored in Whippy.

Use the search bar at the top of the "Contacts" page to quickly find a specific contact, or scroll through the list to locate them manually.

Click on the contact's name to open their detailed profile in the contact side panel. This panel contains all the information and options related to that contact.

In the contact side panel, look for the "Add Tag" button. Clicking this button will allow you to add tags to the selected contact.

A list of available tags will appear. Simply check the box next to the tag(s) you want to assign to the contact. You can select multiple tags if needed.

After selecting the desired tags, click the "Save" button to apply the changes. The selected tags will now be associated with the contact, making it easier to filter and manage them in the future.