Tag contacts
Label contacts with your own tags, manage them from the contact tags page, filter the list by tag, and add everyone with a tag to a campaign.
Tags are your own labels for people, such as investor, client or warm. They are separate from the tags on posts, links and campaigns: each list only shows its own tags, and the same name can exist in both without affecting the other.
Tag a contact
Section titled “Tag a contact”- On a contact’s page, the Tags card in the right column shows their tags. Click + Add tag to pick one or type a new one, and the × on a tag to remove it.
- When you add a contact by hand, pick tags in the Add contact dialog.
- When you import a CSV, use a tags column and tag the whole batch. See Import contacts from a CSV.
Tags are matched without regard to capitals, so Warm and warm are the same tag.
Manage tags
Section titled “Manage tags”Open the ⋮ menu next to Add contact on the Contacts page and choose Contact tags. From there you can:
- Add a tag before anyone carries it.
- Recolor a tag with its dot, and rename it with the pencil. Renaming changes it on every contact.
- Delete a tag. It is removed from every contact; the contacts stay.
- Click the count next to a tag to see the contacts that carry it.
Filter by tag
Section titled “Filter by tag”Open Filters on the Contacts page and tick one or more tags. With several tags ticked, the list keeps people who carry all of them. Tags show next to each person’s name in the list, and the export has a Tags column.
Add a tagged group to a campaign
Section titled “Add a tagged group to a campaign”-
Open the campaign and click Add recipients on its Recipients tab, or in the Recipients card on the Emails tab.
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Narrow the list. Search by name or email, and open Filters to pick one or more tags. With several tags, the list keeps people who carry all of them.
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Select people. Tick them one by one, or tick Select all to select everyone matching the search and tags, including people further down the list. After selecting all you can still untick a few.
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Click Add. The button shows how many will be added.
The list only shows people who can join. Anyone without an email, unsubscribed, or already in this sequence is left out.
The footer shows how many you selected. Up to 50 people a day start the sequence straight away; if you select more, the footer shows how many join today and the rest are queued and start automatically at 50 a day. Queued people no longer appear in the list.
To add someone who is not a contact yet, click Add someone new by email in the same dialog.