Why it matters
Tags are lightweight labels that help teams organize contacts without creating new fields or lists for every workflow. A clean tag list makes it easier to find contacts, apply bulk updates, build filters, create segments, and keep campaigns or sequences targeted.
Key Concepts
Tag: A reusable label that can be applied to contacts.
Settings > Tags: The central place where admins create, search, update, and delete the tags available in the organization.
Contacts: The main area where users apply tags to individual contacts or selected groups of contacts.
Tag color: A visual color chosen when creating or editing a tag so tags are easier to recognize.
Segments and filters: Tags can be used as criteria when filtering contacts or building saved contact segments.
Step-by-Step: Create a tag
Open Settings from the sidebar.
Select Tags.
Search the existing tag list to confirm the tag does not already exist.
Click Add tag.
Enter the Tag Name.
Choose a tag color.
Save the tag.
Return to Contacts when you need to apply the tag to contacts.
Step-by-Step: Update or delete a tag
Open Settings > Tags.
Search for the tag you want to manage.
Open the row actions for the tag.
Choose the update option to rename the tag or change its color.
Choose the delete option only when the tag should no longer be available.
Review any contact filters, segments, campaigns, sequences, or workflows that may rely on the tag before deleting it.
Step-by-Step: Use tags with contacts
Open Contacts from the sidebar.
Open an individual contact to review or update that contact's tags.
Select multiple contacts when you need to add, remove, or overwrite tags in bulk.
Use the filter builder when you need to find contacts with or without specific tags.
Save a filtered audience as a segment when the same tag-based audience should be reused.
Tips and Best Practices
Use short, clear tag names that describe a contact status, source, preference, or workflow.
Search before creating a tag so similar tags do not split the same audience.
Use tags for simple labels and segments for dynamic audiences that should update automatically.
Review dependent filters, segments, campaigns, sequences, and workflows before deleting a tag.
Keep naming consistent so teams can understand and reuse tags without guessing.
Troubleshooting
Issue | Possible Cause | Fix |
A tag does not appear on a contact | The tag has not been created in Settings or the user is searching the wrong value | Open Settings > Tags and confirm the tag exists, then return to Contacts |
Too many similar tags exist | Multiple users created overlapping tags | Agree on a naming convention and consolidate duplicate tags |
A segment or filter changed unexpectedly | A tag used by the segment or filter was renamed or deleted | Review the segment or filter criteria and update the tag condition |
The tag cannot be created | The name may be missing, too long, or already used | Shorten the tag name, make it unique, and try again |
Contacts lost existing tags after a bulk update | Overwrite was used instead of add or remove | Restore the missing tags and use the correct bulk action next time |