Tags

Tags allow you to group contacts into flexible categories for targeting and organisation. Tags work like “lists” in other marketing platforms — but are more versatile since a contact can have multiple tags at once.

Tags can represent:

• A brand (e.g., Brand A, Brand B)

• An industry vertical (e.g., Car, Insurance, Loan)

• A source (e.g., Google Ads, Referral, Affiliate)

The main function of tags is to narrow down the audience a campaign will send to.

Viewing Tags

• Go to Contacts > Tags in the sidebar.

• The Tags page shows all tags you’ve created.

• From here you can manage, edit, or delete tags, as well as upload contacts into a tag.

Tag Actions

For each tag, you can:

• Edit Tag – Update the name, description, or colour.

• View Contacts – See all contacts associated with that tag.

• Upload Contacts – Add new contacts to the tag via CSV/Excel upload.

• Delete Tag – Remove the tag from your account.

Creating Tags

To create a new tag:

1. Click New Tag.

2. Enter a name for the tag.

3. Add an (optional) description.

4. Choose a colour to make it visually distinct.

5. Click Save.

Best Practices

• Use descriptive names for tags (e.g., “Insurance_Leads_2025” instead of just “Insurance”).

• Apply multiple tags to contacts for better segmentation (e.g., Car + Google Ads).

• Combine tags with segments to build highly targeted campaigns.

• Regularly audit and clean up unused tags to keep your system organised.