Organize contacts with tags
Create tags with a color and description to filter your directory, apply in bulk, and define private audiences.
Tags let you segment your directory: by source, campaign, customer type, or any criteria of your own. You manage them from "Manage tags" in the "Contacts" section.
- 1Open "Manage tags" and create a new one.
- 2Type the name: lowercase letters, numbers, and hyphens, up to 40 characters.
- 3Add an optional description so your team knows when to use it.
- 4Pick one of the 12 available colors and save.
- Filter the contact directory by one or more tags.
- Apply tags in bulk to several selected contacts.
- Build private form audiences by combining include and exclude rules.
A tag used in a form's access rules cannot be deleted until you remove it from there.
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