Tags are labels you add to contacts to segment, track source, or mark intent ā useful for filtering, bulk actions, and sequencing.
š Add tags to a single contact
Go to Contacts.
Click Options (ā®) on the contact row.
Choose Edit.
Add tags under Contact Tags.
Click Update Contact.
š Add tags in bulk
Go to Contacts.
Select multiple contacts using the checkboxes.
Click Options (ā®) in the top action bar.
Click Add Tags.
Select existing tags or create new ones.
Click Update.
š Remove tags in bulk
Go to Contacts.
Select contacts using the checkboxes.
Click Options (ā®) in the top action bar.
Click Remove Tags.
Select the tags to remove.
Click Update.
š Bulk updates on 100+ contacts can take a few minutes to reflect.