Tags are important for segmenting, filtering, targeting contacts, in an easier, less complicated way.nnIn the following, we will discuss how tags work:nnManaging Tags: To add/remove tags from your account visit your Settings page, Contact Tags.nnNote that you can still add tags dynamically from the automation or from the contact profile page, and then they will appear automatically on the settings page below:nn
nnAdding Tags to Contacts: Visit your Contact’s page, click on a record, and add tags to this contact from the right panel.nnAs you start typing, you will see auto-suggestions to choose from. You can also add new tags directly separated by a comma:nn
nnTags in Automation: You can use the actions Add Tag or Remove Tag in the automation by using the visual workflow builder. Similarly to the contact page, you can add tags on the fly even if they don’t exist on your Settings page.nn
nnAs you start typing, you will see auto-suggestions to choose from.nn
nnIn addition, you can use tags for better targeting inside your workflows, under the triggers as well as the conditions before the actions:nn
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nnTags and Lead Scoring: you can use tags inside the lead scoring rules, by choosing the Action Trigger “By Tag Name”:nn
nnTags and Audiences: You can create smart segments of your lists based on tags by choosing General Filter, “By Tag Name” then selecting the relevant tag from the drop-down:nn
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