Purpose:
Provides a central place to view, create, rename, and delete the simple labels (Tags) used for categorizing Contacts (See 3.5). Maintaining an organized tag list is key to effective segmentation and automation.
Access:
Navigate to Settings → Tags.
Actions:
- View List: See all tags currently existing in your account, potentially with a count of how many contacts have each tag.
+ Create Tag: Add a new tag to the master list. Follow your naming convention (e.g., use prefixesSource:,Status:,Interest:,Event:).- Rename Tag: Click on an existing tag name (or use an edit icon). Modify the name and save. This updates the tag name everywhere it's currently applied to contacts. Useful for correcting typos or improving clarity.
- Delete Tag (Trash Can Icon
🗑️): Click the trash can icon next to a tag to permanently delete it from the master list AND remove it from all contacts it was previously applied to. Use deletion carefully, especially if workflows rely on that tag. It's often better to rename or merge tags if possible.
Best Practice:
Regularly review this list. Clean up duplicate tags (e.g., "buyer lead" vs "Buyer Lead"), unused tags, or tags created by mistake. Ensure your team uses tags consistently according to your agency's defined strategy (See 3.13).