Overview
Tags allow you to organize and categorize your contacts using custom labels. Tags help you filter, search, and segment your contacts for targeted communications.
How to Access
- Click on Contacts in the left sidebar menu
- Click on Tags
How to Create a New Tag
- From the Tags page, click the Add Tag button
- Enter a unique Tag Name
- Choose a Color for visual identification (optional)
- Add a Description (optional)
- Click Save to create the tag
How to Apply Tags to Contacts
- Go to My Contacts
- Select one or more contacts by checking the boxes
- Click the Actions dropdown menu
- Select Apply Tags
- Check the tags you want to apply
- Click Apply
How to Filter Contacts by Tag
- Go to My Contacts
- Click the Filter button
- Select the tag(s) you want to filter by
- Click Apply
- The contact list will show only contacts with those tags
How to Edit a Tag
- Click on Tags in the sidebar
- Find the tag you want to edit
- Click the Edit icon (pencil)
- Modify the tag details
- Click Save
How to Delete a Tag
- Click on Tags in the sidebar
- Find the tag you want to delete
- Click the Delete icon (trash)
- Confirm the deletion by clicking Yes, Delete
Note: Deleting a tag does not delete the contacts that have that tag. The tag is simply removed.
Quick Reference
| Action | Steps |
|---|---|
| Create Tag | Add Tag button → Fill form → Save |
| Apply Tags | Select contacts → Actions → Apply Tags |
| Filter by Tag | My Contacts → Filter → Select tags |
| Edit Tag | Tags page → Edit icon → Save |
| Delete Tag | Tags page → Delete icon → Confirm |