Contacts
Tags
Simple labels you can attach to contacts for segmentation.
Tags are workspace-wide labels you attach to individual contacts — used for segmentation, and as a condition or action target in Automation.
Creating a tag
- Go to Settings → Tags.
- Enter a Name and pick a Color.
- Click Add tag.
Attaching a tag to a contact
Open a contact, go to the Tags section, choose a tag from the Add a tag… dropdown, and click Add. Click the × on a tag to remove it from that contact.
Tags don't have to be added by hand — the Automation action Add tag (see the action reference) attaches a tag automatically when a rule's trigger and conditions match, and creates the tag if it doesn't exist yet.
Deleting a tag under Settings → Tags removes it from every contact it's attached to — there's no per-contact undo.
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