Tags are simple labels you apply to contacts to organize, segment, and trigger automations within your CRM. They make it easy to group contacts by interest, status, source, or any other criteria that matters to your business.

Frequently Asked Questions #

What is a tag? #

A tag is a label you attach to a contact to categorize and group them, making it easier to organize and act on your audience.

How are tags used in the CRM? #

Tags can be used to segment contacts, build targeted lists, trigger workflows, and filter your contacts so you can communicate with the right people at the right time.

Where do I manage my tags? #

Tags are managed in the Settings area under Tags, where you can view, create, rename, and delete the tags used across your account.

Can tags trigger automations? #

Yes. Adding or removing a tag can serve as a trigger or action in workflows, allowing you to automate follow-up based on how contacts are tagged.

Can I apply more than one tag to a contact? #

Yes. A contact can have multiple tags at once, letting you describe them across several dimensions such as interest, lifecycle stage, and source.

What happens if I delete a tag? #

Deleting a tag removes it from all contacts it was applied to. The contacts themselves remain, but they will no longer carry that tag for segmentation or automation.