Tags

Tags

In this article, we’ll walk through the Tags feature located under the Contacts tab and explain how to organize, manage, and automate using tags.

The Key Steps

1. Navigate to the Tags Section

Click the Contacts tab in the left-hand navigation menu.
Click Tags.

Here, you will see:

• All tags currently in your system
• Tags created manually
• Tags generated from your website or automations

2. View & Manage Existing Tags

Within the Tags section, you can:

• See the name of each tag
• View the number of contacts assigned to each tag
• Click into a tag to review associated contacts

This gives you a quick overview of how tags are being used in your system.

3. Create & Organize Tag Folders

To better organize your tags, you can create Folders.

To do this:

• Click to Create Folder
• Name the folder
• Move existing tags into that folder

Once folders are created, you can:

• Sort tags by folder
• Click All Folders to view everything at once

This helps keep your tagging system clean and organized.

4. Use Tags for Automations

Tags are powerful because they can trigger automations.

For example:

• When a tag is added to a contact, a workflow can start
• When a specific tag is applied, an email or SMS can be sent
• Tags can segment contacts for campaigns

Tags work closely with Workflows and Automations, so be sure to review the workflows training to maximize their effectiveness.

5. Apply Tags to Contacts

When viewing a contact profile, you can:

• Manually add or remove tags
• Trigger automations based on those tags
• Use tags to segment and filter contacts

Tags make it easier to organize your database and automate communication.

If you have any questions about the Tags feature under Contacts, please reach out to the Market Muscles Support Team.