Tags

Tags are labels you assign to contacts to organize your audience, track lifecycle stages, and power your segmentation strategy. They're simple to set up and become more valuable the more consistently you use them.

Why Tags Matter for Marketing

Tags give you a flexible way to categorize contacts beyond the standard fields like name and company. They capture intent, behavior, and relationship stages that rigid database fields can't. A contact might be tagged "webinar-attendee," "trial-user," and "interested-in-enterprise" all at once, and each of those tags can drive different marketing actions.

Creating Tags

Go to Tags in the sidebar and click New Tag. Each tag has a name and a color. The color appears as a small indicator next to the tag name throughout the interface, making it easy to distinguish tags at a glance in contact lists and segment builders.

Choose tag names that are consistent and descriptive. A good naming convention (like lowercase with hyphens: newsletter, early-adopter,product-updates) makes tags easier to manage as your list grows.

Applying Tags

• Manually: open any contact and add or remove tags from the edit dialog. Good for one-off adjustments.
• Automations: use the "Add Tag" or "Remove Tag" steps in an automation workflow. This is the most powerful approach because it applies tags based on real behavior (e.g., tag a contact as "engaged" when they open 3 emails in a row).
• CSV Import: include a "tags" column in your import file with semicolon-separated values like vip;newsletter.
• API: set tags programmatically via PATCH /api/v1/contacts/:id. Useful when integrating with external systems like your CRM or e-commerce platform.

Using Tags in Your Marketing Strategy

• Segmentation: build segments that filter by tag (e.g., "all contacts tagged VIP"). This is one of the most common segmentation patterns.
• Automation triggers: start a workflow when a specific tag is added to a contact. Tag someone "purchased" and an upsell sequence begins automatically.
• Lifecycle tracking: use tags to represent stages like "lead," "trial," "customer," and "churned." This gives you a visual map of your funnel right in the contact list.
• Campaign targeting: combine tag-based segments with campaigns to send highly relevant content to specific interest groups.