How do I tag contacts?

Tags are short labels like “hot-lead”, “paid” or “wholesale” that you put on a person. Use them to find people later, export a group, or send different messages in a flow.

Steps

1. Click Contacts in the sidebar and pick Instagram or Facebook.
2. Find the person. In their Tags column, click the tag icon.
   • A small window opens with their username in the title.
3. Pick one or more tags under “Select tags”. Click a selected tag’s × to remove it.
4. To make a new tag, type it in “New tag name” and click Create (or press Enter).
5. Click Save. You’ll see “Tags updated.”

You can do the same from a contact’s detail panel: click their name, use the Tags section, then click Save (“Contact saved.”).

Tag people automatically

Add a Tag Contact step so everyone who reaches it gets the tag:

• In a Flow Automation: add the Tag Contact step, choose Tags to apply (and optional Tags to remove), then Set Live. Flows are on Trendsetter and above.
• In a Lead Gen or DM keyword automation: click Add Step, then Tag Contact.
• An AI Reply step can also add tags based on your instructions. See How do I control what the AI says?

On the phone app

The app has no Contacts page. In an Instagram DM keyword automation (Instagram → DM tab), you can add a Tag Contact step with Manage Tags and Create New Tag. On the Flows screen you can filter a flow’s contacts by tag.

Good to know

• Tags you create on the Contacts page are the same tags you see in the flow builder.
• Filter by tag on the Contacts page shows everyone with that tag. Export then downloads only them.
• In a flow, a Condition step can check “has tag” to send different messages. See How do I send different messages based on someone’s answer or tag?

What you can’t do

• Tag or untag many contacts at once from the Contacts page.
• Rename or delete a tag from the Contacts page.
• Combine Filter by tag with Filter by flow.