Creating tags for contacts can help you in organizing sets of contacts. You can use tags to filter contacts and then create campaigns based on various tags. Those with the Manager and User role can add Tags to contacts.

Adding a new or existing tag to contact(s)

  • Select the contact(s) you wish to add a tag to

  • Select the 'Update Tags' icon

  • Search for an existing tag or start typing the name of a new tag

  • Once you have created the new tag or selected an existing tag, select 'Update Tags' then 'Close'

Removing Tags From Contacts

To remove Tag(s) from contact(s), follow the steps to select the contacts and search for the tag you want to remove from the contact.


Then, select the checkbox next to 'Remove these tags'

Select 'Update Tags' then 'Close'


If you need additional assistance please use our chat support or email us at [email protected].

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