Tags
Labels applied to contacts, used to segment a Broadcast audience, trigger an Automation ("Tag added"), or just organize the Contacts list.
On this page
Common tasks
Create tags
On the Tags page, one per line (create several at once), or on the fly while tagging a contact. The list shows a total count, each tag's Contacts count, Created date, and is searchable/sortable.
Link to this answerRename a tag
"Rename" on its row.
Link to this answerLists
Tags brought in from another system's lists (FluentCRM) are marked "List" next to their name. They work exactly like any other tag: target a broadcast, start an automation, rename, merge or delete them.
Link to this answerMerge tags
"Merge into…" picks another tag on the page, then "Merge" — folds this tag's contacts into the target and removes it.
Link to this answerDelete a tag
"Delete" — confirms before removing it (contacts keep their other tags).
Link to this answerSee who has a tag
Filter Contacts by tag.
Link to this answerUse a tag as an automation trigger
Pick "Tag added" as an Automation's trigger and choose the tag.
Link to this answerTarget a broadcast by tag
A Broadcast's audience can be "Only contacts with certain tags" instead of everyone subscribed.
Link to this answerNo task matches. Try fewer words, or search all of Help.
Limits and plan gating
No plan feature gates Tags. Requires Manage contacts (who has it: Owner, Admin, Manager, Customer care).
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