Contact Tags

Create and manage tags for contacts to enable efficient organization, segmentation, and targeted communication

🏷️ Contact Tags

Design comprehensive contact tagging systems that enhance customer data organization, enable precise audience targeting, and streamline marketing campaign management through intelligent categorization and automated workflows.

📋 Contact Tags Overview

Organize and categorize your contacts with flexible tagging system, enabling quick identification, efficient segmentation, and targeted campaign management based on contact characteristics and behaviors.

📊 Contact Tags Fields

Field	Description	Example
#	Tag identifier	1, 2, 3, 4, 5
Tag	Tag name/label	VIP Customer, Lead, Follow-up Required
Updated At	Last modification	08-15-2025 10:30 AM
Created At	Creation timestamp	08-15-2025 09:15 AM
Action	Available operations	Edit, Delete, Duplicate

➕ Creating Contact Tags

🚀 Add New Tag

🎯 Tag Creation Process

Steps to Create and Organize Contact Tags

1. Create a New Tag

• Input Field: Enter the desired tag name in the text field.
• Add Button: Click Add to instantly create the tag.
• Quick Workflow: The tag is added immediately and ready for use.

2. Use a Tag Naming Strategy

• Descriptive: Choose clear and meaningful names (e.g., “VIP Customer”, “Lead”).
• Consistent: Stick to a specific naming convention or pattern.
• Business-Focused: Make sure names align with your team or business objectives.

3. Organize Tags by Role

• Role Categories: Set up tags based on user roles or access levels.
• Permission Hierarchy: Define relationships between tags depending on user permissions.
• Access Control: Manage which roles can view or edit certain tags.

✏️ Editing Contact Tags

Easily update tag names and assign role-based access using the edit functionality.

Editing Steps:

1. Tag Field: Modify the tag name directly in the input box.
2. Assign Role View: Choose which user roles can view or use the tag.
3. Save Changes: Click the Submit button to apply your updates.

Use descriptive tag names for clarity.
Assign roles to limit tag access and maintain organization.

🎯 Tag Applications

📈 Campaign Integration

Audience Targeting

Use tags for precise campaign targeting
Segmentation: Tag-based audience selection
Exclusions: Exclude specific tagged contacts

Personalization

Customize content based on contact tags
Dynamic Content: Tag-based content customization
Messaging: Personalized communication strategies

Search & Filter

Advanced contact filtering capabilities
Multi-tag: Combine multiple tags for filtering
Smart Search: AI-powered tag suggestions

Automation

Automated workflows based on tags
Triggers: Tag-based automation triggers
Workflows: Multi-step automated processes

🔗 Integration & Automation

⚡ Smart Tag Features

CRM Integration

Seamless tag synchronization with CRM systems
Sync: Bi-directional tag synchronization
Mapping: Tag mapping between systems

Marketing Automation

Trigger marketing workflows with tags
Triggers: Tag-based automation triggers
Journeys: Customer journey mapping

Analytics Integration

Include tag data in reporting and analytics
Reports: Tag performance reporting
Dashboards: Tag-based performance dashboards

External Platforms

Connect tags with external platforms
Social Media: Social platform tag sync
Email Marketing: Email platform integration