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A tag is a label you invent and stick on contacts. Newsletter. Alumni. Fire department. Called, no answer. Anything that helps you group people. Tags are yours. Nothing applies or removes them but you. That is what makes them different from program interest, which the platform fills in on its own.

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Where to manage them

Go to the Tags tab on Program Dashboard → Contacts. You see every tag, when it was made, and how many contacts have it. The row menu lets you rename or delete.
Deleting a tag removes the label from everyone who had it. It does not delete any contacts.

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Making a tag

You can make one in four places:
  • The Tags tab, with New tag
  • A contact’s detail panel — type a new name and press Enter
  • The import dialog, so a whole spreadsheet gets tagged as it lands
  • The bulk-tag menu on the contacts table
Names have to be unique in your organization, and capital letters count. Alumni and alumni would be two different tags.

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Applying a tag

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Using tags

Tags work everywhere audiences are built:
  • Contacts table — filter by one tag.
  • Custom lists — use has tag and does not have tag conditions, and combine them. “Has tag Alumni and does not have tag Do not call.”
  • Email — pick Tagged contacts as your audience.

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Example

You go to a county fire expo and collect 40 cards. You import them with the tag Expo 2026. Two weeks later you email everyone with that tag about your spring EMT class. Six months after that you build a custom list of people with Expo 2026 who never enrolled, and try again.

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See also