How to Use Tags to Organize Contacts

Tags are flexible labels you attach to individual contacts to capture specific details about them — their interests, behaviours, purchase history, event attendance, or anything else relevant to how you communicate with them. While groups are broad containers, tags are precise descriptors that allow you to build nuanced, highly targeted audiences inside those containers.

Tags vs Groups: Understanding the Difference

Both tags and groups help you organise your contacts, but they serve different purposes:

• Groups – Broad containers used to separate major audience categories. A contact might be in your “Newsletter Subscribers” group or your “Customers” group.

• Tags – Precise labels that add detail to a contact’s profile. The same contact in your Customers group might carry tags such as “Bought Product A”, “Attended Webinar April 2025”, and “High Value”.

A contact can belong to one group but carry many tags. This combination lets you filter with precision — for example, sending a campaign only to contacts in the Customers group who also have the “Bought Product A” tag.

How to Create a Tag

1. Go to Contacts and navigate to the Tags section or find the tag management area within your account settings.
2. Click Create Tag or New Tag.
3. Enter a clear, descriptive tag name. Good tag names are specific and consistent — avoid abbreviations or shorthand that will be unclear later.
4. Click Save.

The tag is now available to assign to individual contacts or apply in bulk.

How to Add a Tag to a Contact

Individually — from a contact profile:

1. Search for and open the contact’s profile.
2. Find the Tags section in the profile.
3. Click Add Tag and select from your existing tags or type a new one.
4. The tag is applied immediately.

In bulk — from the Contacts page:

1. Filter or search to surface the contacts you want to tag.
2. Select them using the checkboxes.
3. Open the bulk actions menu and select Add Tag.
4. Choose the tag to apply and confirm.

During import:

When importing a CSV file, you can assign one or more tags to all contacts in that import. This is the most efficient way to tag a new batch of contacts when they all share a common attribute.

How to Remove a Tag from a Contact

To remove a tag from an individual contact, open their profile, find the tag in the Tags section, and click the remove or delete icon next to it. To remove a tag from multiple contacts at once, select them in bulk and use the Remove Tag option in the bulk actions menu.

Practical Tag Naming Examples

• Source-based: “Facebook Lead 2025”, “Website Signup”, “Event – May Conference”

• Behaviour-based: “Opened Promo Campaign”, “Clicked Product Link”, “Downloaded Guide”

• Status-based: “VIP Customer”, “Trial User”, “Referred a Friend”

• Re-engagement: “Inactive – 90 Days”, “Re-Engaged May 2025”

Keeping Your Tag Library Manageable

It is easy to create too many tags over time, making the system harder to use rather than easier. Maintain tag discipline by reviewing your tag library periodically and removing any tags that are no longer actively used. Before creating a new tag, check whether an existing one already covers the same attribute.