Tags are an excellent way to organize or segment your contacts and messages. You can group contacts by industry, company size, or any other way you see fit. Once you've added a tag to a contact, you can set up automatic workflows with a connected integration or Zapier-enabled tool to push data from We-Connect.

You can add tags to a contact's profile anywhere you manage contacts (the campaign manager, the 'Messaging' tab, the 'My Contacts' tab, and the 'Saved Lists' tab). Luckily, the process is the same regardless of where you do it. 

Step 1: From 'My Contacts' (or another contact viewing page), click on the 'Tags' button.

Step 2: Select a previously added tag or create a new tag.

In the example below, we're adding a 'Warm Lead' tag to the contact card.

To add tags to multiple contacts at once, select the contacts (clicking on individual profile photos or selecting the box next to 'Name & Title'). Once you have selected the contacts you wish to add tags to, click on the 'Tag' icon in the right corner of your screen. You can reference the screenshot below:

You can remove tags from contact cards at any time. Here's how:

Step 1: From the 'My Contacts' tab (or anywhere you can manage contacts in We-Connect), navigate to 'Tags.'

Step 2: Click the 'Remove' icon next to the tag you want to remove.

You can search contacts by existing tags anywhere you manage contacts. Here's how:

Step 1: From 'My Contacts' (or anywhere else you manage contacts), click the 'Filter' icon.

Step 2: In the 'Tags' section, select the tag you want to filter by.

If you have any additional questions about tags, don't hesitate to contact our support team using the blue icon in the bottom right corner of our website or app. We're always happy to help!