Learn what a tag is, how to add tags to one contact or many at once, how to find contacts with tags using Smart Lists, and how to build your own full tag system with the interactive Tag Builder.
Once you understand tags, here's what you can start doing with your contacts right away.
Group your contacts clearly so you can find who you need in seconds instead of scrolling through everyone.
Create a Smart List, like everyone tagged "follow-up," that stays current automatically as tags change.
Send an email or text to only the contacts who should get it, based on the tags they carry.
Trigger a workflow the moment a tag is added or removed, so follow-up happens automatically.
Open any contact and look for the small plus sign that says Add a Tag. Select it, then search for a tag that already exists and click it, or type a brand new tag name. If it doesn't exist yet, you'll be asked if you want to create it. A single contact can carry as many tags as you need, and every tag you add shows up right there on the record.
From your contact list, check the box next to each contact you want to tag, then click the Add a Tag button. Give the bulk action a name, choose or type the tag, and add it. The addition runs in the background and you can check its progress in your bulk actions area. Once it's complete, every contact you selected carries that tag.
Open Smart Lists and create an advanced filter using Tag Is, then choose the tag you're looking for, like follow-up, and apply it. Every contact with that tag appears instantly. Save the filter as a new Smart List with its own name so it's ready to use again any time, without rebuilding the filter from scratch.
Go to Settings, scroll down, and select Tags. This is where every tag you've created is listed. You can select an individual tag or select all of them, then delete the ones you no longer need, typing delete to confirm. Deleting a tag removes it from every contact that has it. To simply rename a tag instead, click the pencil icon, update the name, and every contact carrying that tag updates automatically.
The interactive Tag Builder splits your tag system into six categories: Follow-Up Status, Communication Preference, Engagement and Activity, Lead and Client Status, Products and Services, and Source and Advertising. Each category shows suggested tags, a box to type your own, a running list of the tags you've chosen, and real examples of how to use them. Click a suggested tag or type your own, then move to the next category.
At the bottom of the Tag Builder, you'll see the total tags you've created, with the option to copy them all or download a CSV. Aim for 10 to 25 tags to start, that's plenty. Export the list, then go into your software's Settings and Tags area to add them in, so every tag you planned is ready to use on real contacts.
Four quick questions on this lesson. One attempt each, and the answer is revealed either way.
What is a tag?
Where do you go to add a tag to a single contact?
What happens when you delete a tag from Settings?
How many categories does the interactive Tag Builder use?
Jump into the interactive Tag Builder and walk through all six categories step by step, at your own pace.
🚀 Launch The Tag Builder