Why it matters
Tags and lists are two of the most common ways teams organize contacts. Keeping them accurate makes search, filters, segments, campaigns, and handoffs easier to trust.
Key Concepts
Contact tag: A label applied to a contact for organization and filtering.
Static list membership: A contact's inclusion in a fixed list.
Add: A bulk action mode that adds new tags or lists while preserving existing values.
Overwrite: A bulk action mode that replaces existing tags or lists with the selected values.
Un-assign: A bulk action mode that removes selected tags or static lists from contacts.
Step-by-Step: Update tags or list membership
Open Contacts from the main sidebar.
Search for and open an individual contact, or select multiple contacts in All contacts.
For an individual contact, use Edit contact to update tags or lists.
For multiple contacts, open the bulk actions menu.
Choose Add tags, Overwrite tags, Un-assign tags, Add to lists, Overwrite lists, or Un-assign from lists.
Select the tags or lists to apply.
Review the selected contacts and action mode.
Save or confirm the update.
Tips and Best Practices
Use Add for normal enrichment so existing organization is preserved.
Use Overwrite only when the selected contacts should have exactly the chosen tags or lists.
Create and maintain available tags in Settings > Tags.
Use segments when list membership should be based on rules rather than manual selection.
Troubleshooting
Issue | Possible Cause | Fix |
A tag is not available to select | The tag has not been created in Settings > Tags | Create the tag in Settings or ask an admin to add it |
Existing tags or lists disappeared | Overwrite was used instead of Add | Restore the missing tags or lists and use Add next time |
A contact keeps leaving a dynamic audience | The audience is a segment, not a static list | Update the contact data so it matches the segment rules or add the contact to a static list |