Tags View

Tags View provides a more flexible way to organize and segment your contacts using labels instead of fixed lists.

What are Tags?

Tags are flexible labels you can apply to contacts for detailed segmentation. Unlike lists, tags are more dynamic and allow for complex filtering and organization.

Examples of Tags:

• toronto
• interested-in-sale
• high-value
• birthday-july
• spoke-with-sales
• product-demo-requested

Switching to Tags View

From the Contacts page, click the Tag Mode toggle in the top-right corner.

Tags Sidebar

The left sidebar shows all your tags:

Element	Description
Search bar	Filter tags by name
All Contacts	View all contacts (unfiltered)
Tags	All tags with contact counts
Tag Actions	Edit or Delete buttons for each tag

Creating a New Tag

Method 1: From Sidebar

1. Click the + button in the tags sidebar
2. Enter:
   • Tag Name (e.g., “interested-in-promotion”)
   • Description (optional)
   • Color (optional, for visual organization)
3. Click Create Tag

Method 2: When Adding/Editing Contact

1. Open a contact’s details
2. In the Tags field, type a new tag name
3. Press Enter
4. Tag is created and applied to the contact

Applying Tags to Contacts

Method 1: Individual Contact

1. Open a contact’s details
2. In the Tags field, start typing
3. Select existing tags or create new ones
4. Click Save

Method 2: Bulk Tagging

1. Select multiple contacts using checkboxes
2. Click Actions → Add Tags
3. Select or create tags
4. Click Apply

All selected contacts now have the chosen tags.

Filtering by Tags

Single Tag Filter

1. Click a tag in the sidebar
2. Only contacts with that tag are displayed

Multiple Tag Filter

1. Click the Filter button
2. Select multiple tags
3. Choose filter mode:
   • All of these (AND) - Contacts must have all selected tags
   • Any of these (OR) - Contacts must have at least one selected tag
4. Apply filter

Example: Filter for contacts with tags “toronto” AND “high-value” to see high-value Toronto customers.

Tag Organization

Tag Colors

Assign colors to tags for visual organization:

1. Edit a tag
2. Choose a color
3. Tags appear with colored badges in contact views

Color Examples:

• 🔴 Red: Urgent follow-up
• 🟢 Green: Active customers
• 🔵 Blue: Prospects
• 🟡 Yellow: Pending action

Tag Categories

Use prefixes to create tag categories:

• Location: loc-toronto, loc-vancouver
• Status: status-active, status-inactive
• Interest: int-product-a, int-product-b
• Stage: stage-lead, stage-customer, stage-vip

Using Tags in Campaigns

When creating a campaign in Tags View:

1. Go to Campaigns → New Campaign
2. In Recipients, use tag filters
3. Choose filtering mode:
   • Contacts with all selected tags (AND)
   • Contacts with any selected tags (OR)
4. Preview contact count
5. Create campaign

Example: Target contacts with tags “toronto” OR “vancouver” AND “interested-in-sale”.

Removing Tags

From a Contact

1. Open contact details
2. Click the × next to a tag
3. Click Save

From Multiple Contacts

1. Select contacts using checkboxes
2. Click Actions → Remove Tags
3. Select tags to remove
4. Click Remove

Delete a Tag Entirely

1. Hover over a tag in the sidebar
2. Click Delete icon
3. Confirm deletion

Tag Deletion

Deleting a tag removes it from ALL contacts. This cannot be undone.

Tag Best Practices

1. ✅ Use consistent naming - lowercase, hyphens (e.g., “high-value” not “High Value”)
2. ✅ Be specific - “interested-in-winter-sale” better than “interested”
3. ✅ Use prefixes for categories - Makes filtering easier
4. ✅ Limit tags per contact - 3-5 tags is ideal; too many becomes confusing
5. ✅ Review and clean up - Remove unused tags periodically
6. ✅ Document tag meanings - Keep a tag guide for your team

Advanced Tag Filtering

Combining Tags with Other Filters

You can combine tag filters with:

• Opted Out: Show only opted-out contacts with specific tags
• Last Contacted: Filter by tags and date range
• Custom Fields: Filter by tags and custom field values

Example: Find all contacts tagged “toronto” who haven’t been contacted in 30 days.

Saved Tag Filters

Save complex tag filters for reuse:

1. Create a tag filter combination
2. Click Save Filter
3. Name your filter (e.g., “Toronto High-Value VIPs”)
4. Access saved filters from the sidebar

Tags vs. Lists

Feature	Tags	Lists
Flexibility	Very flexible	Fixed groups
Per Contact	Unlimited tags	Multiple lists
Filtering	AND/OR logic	Simple selection
Best For	Detailed segmentation	Campaign targeting
Learning Curve	Moderate	Simple
Examples	”toronto”, “high-value”, “interested-in-sale"	"Newsletter Subscribers”, “VIP Customers”

When to Use Tags

Use Tags View when you need:

• ✅ Complex segmentation - Multiple overlapping criteria
• ✅ Behavioral tracking - Track actions/interests
• ✅ Dynamic filtering - AND/OR combinations
• ✅ Detailed analytics - Analyze by multiple dimensions
• ✅ Granular targeting - Very specific audience slices

When to Use Lists

Use Lists View when you need:

• ✅ Simple organization - Clear, fixed groups
• ✅ Easy campaign targeting - Select and go
• ✅ Team collaboration - Everyone understands lists
• ✅ Quick setup - Less planning required

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Tags provide powerful segmentation capabilities. Start simple with a few key tags and expand as you learn what works for your organization.