Contacts

Organize with tags

Create tags to tell customers, leads and groups apart, and use them in audiences and automations.

1 min read

Tags are short labels such as "customer", "vip" or "reseller". They help you find groups of people and build audiences to send to.

Create a tag

Open Contacts and CRM and go to Tags.
Select New tag and give it a name with at least 2 letters.

Tag a contact

Open the contact's record, pick the tags under This contact's labels and save.

Where tags show up

In the contact search, to filter a group.
In broadcast audiences.
In automations, which can add or remove tags on their own.

Deleting a tag removes it from every contact without deleting anyone.