A tag is a label on a person. Tags are the fastest way to slice your database, and they are how most campaign audiences get built.
#Two kinds
| Predefined | Your own | |
|---|---|---|
| Which | Buyer, Seller, Lead, Commercial, Construction, Investment/Asset Management | Anything you create |
| Rename or delete? | No | Yes |
| Assign to contacts? | Yes | Yes |
#Creating one
- 1
Go to Contacts → Tags.
- 2
Click + New Tag.
- 3
Name it.
Letters, numbers, spaces, hyphens, apostrophes and periods, up to 60 characters.
- 4
Save. New tags are pinned to the top of your list so you can start assigning immediately.
"VIP Client" and "vip client" are treated as the same tag, so your list cannot quietly fill with near-identical labels.
#Renaming
Renaming a tag updates it on every contact that has it. You do not re-tag anyone.
#Assigning in bulk
- 1
Click a tag name, or its contact count, to open it.
- 2
Click Assign Tag and search by name or email.
- 3
Select one or many.
Contacts who already have the tag are filtered out, so you cannot double-assign.
- 4
To remove, select contacts in the same view and remove the tag from them.
#Tags from a bulk upload
Every contact brought in by bulk upload is tagged Lead, it is pre-selected and cannot be removed during the import. Any other tags you pick for that import are added on top, for example Lead + Buyer.
Forgot to tag a file, or picked the wrong tags? Use Manage tags on that upload in Import history to add or remove tags on all or some of its contacts, without re-uploading. Lead always stays.
#Tags when contacts merge
When an upload merges into existing contacts that already have different tags, you are asked what to do with them first, including when you use Merge All.
| Choice | What happens |
|---|---|
| Keep both (recommended) | Existing tags stay and the new tags are added |
| Keep new tags only | Existing tags are replaced by the tags chosen for this upload |
| Keep previous tags only | Existing tags stay; the new tags are not added |
| Keep both, but remove some tags | Pick tags to take off these contacts |
- Each option shows a before-and-after preview of the tags.
- If a tag being removed is used by a scheduled email or trigger, you are warned before you confirm.
- One answer applies to every contact listed in that prompt.
- If only one side has tags, the merge goes ahead without asking.
- Lead is always kept, and the import history records which choice was used.
#Using tags to send
Tags are recipients in the composer and in campaign audiences, send to everyone tagged "First-Time Buyer" without building a list. See Choosing who gets it.
#Tagging well
- Tag for things that stay true, "past client", "investor", "relocating". Not "emailed in March".
- Tag at import. It is one click for the whole batch and tedious later.
- Fewer, meaningful tags beat many overlapping ones.
- Deleting a tag removes it from every contact, the contacts stay, the label goes.