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Documentation Index

Fetch the complete documentation index at: https://docs.firstrespondershub.com/llms.txt

Use this file to discover all available pages before exploring further.

Tags are free-form labels you attach to contacts to group them by anything that matters to you — recruiter source, location, priority, course cohort name, “newsletter”, “past alumni”, and so on. Unlike program interest, tags are manual — you control when they’re applied and removed.

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Where to manage tags

Go to the Tags tab on Program Dashboard → Contacts. The Tags tab lists every tag in your organization with:
  • Tag name
  • Created date
  • Contact count (how many contacts currently have the tag)
  • Row menu: Rename, Delete
Deleting a tag removes it from every contact it was on — it does not delete the contacts themselves.

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Creating a tag

You can create a tag in three places:
  • Tags tab → New tag
  • Contact detail panel → Add tag popover (type a new name and press Enter)
  • Import dialog → Tags popover (for tagging imported contacts at upload)
  • All Contacts table bulk tag → New tag
Tag names are case-sensitive and must be unique within your organization.

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Assigning tags

  • One contact — Open the contact detail panel and use the tag popover.
  • Bulk — On the All Contacts table, select rows and use Apply tag. You can pick an existing tag or create one inline.
  • On import — In the Import dialog, pick one or more tags before upload; they’ll be assigned to every contact imported in that batch.

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Using tags in filters and audiences

Tags are first-class across Contacts:
  • All Contacts table — Filter by a single tag.
  • Custom lists — Add filter conditions Tag has tag <name> and Tag does not have tag <name>. Combine multiple tag conditions to build intersections.
  • Email audiences — Choose Tagged contacts as the audience when composing an email.
See Custom lists and the audience builder and Email campaigns.