Tags help you organize and segment your contacts by industry, company size, lead status, or any way you choose. Once you've tagged contacts, you can filter them easily, set up automatic workflows with integrations, or push data to Zapier-enabled tools.
How to Create Tags
Method 1: From the Tags Page
Go to Content Library from the left sidebar
Click on Tags
Click "+ Add New" button in the top right
Enter your tag name
Choose a color from the color picker
See the preview of how your tag will look
Click "Add"
Your tag is now created and ready to use on contacts.
Method 2: While Tagging Contacts
Go to any contact page (My Contacts, Campaign Contacts, etc.)
Select one or more contacts
Click the "Tags" button or filter
Click "+ Add new tag" at the bottom
Enter the tag name and choose a color
Click "Add"
The tag is created and automatically applied to the selected contacts.
How to Add Tags to Contacts
Add tags to one contact:
From any contact page, find the contact
Click in the Tags column for that contact
Select existing tags from the list or click "+ Add new tag"
Tags are applied immediately
Add tags to multiple contacts at once:
Select multiple contacts by checking the boxes next to their names
An "Add tag" modal will appear
Select the tags you want to add (you'll see "Managing tags for X selected contacts")
Click "Add tags"
Note: Existing tags on contacts will be skipped automatically - only new tags are added.
Understanding Tag Colors
Tags are color-coded for easy visual identification:
Green: Often used for qualified leads or positive status
Blue: Commonly used for interested prospects
Yellow/Gold: Typically for decision makers or high-priority contacts
Red/Pink: Usually for urgent items or hiring-related tags
Purple: Often for referrals or special categories
Gray: Neutral or low-priority items
Other colors: Customize to fit your workflow
You can see your color-coded tags throughout the system - in contact tables, campaign views, and filters.
How to View Tags on Contacts
Tags appear in multiple places:
In Contact Tables:
Tags are shown in the "Tags" column
Multiple tags are displayed with their colors
If a contact has more than 3 tags, you'll see "+2" (or another number) indicating additional tags
In Tag Filters:
Click on the Tags filter in the top right
See all tags applied to contacts in that view
Tags are displayed with their colors for easy identification
How to Edit Tags
Go to Content Library > Tags
Find the tag you want to edit
Click the edit icon (pencil) in the Action column
Update the tag name or color
Click "Save"
The updated tag will automatically update everywhere it's used.
How to Delete Tags
Go to Content Library > Tags
Find the tag you want to delete
Click the delete icon (trash) in the Action column
Confirm deletion
Important: When you delete a tag from the Tags page, it is permanently removed from your system. This tag will be removed from all contacts who have it. Unlike before, tags now persist in the system even when not applied to contacts, so you can create and manage them independently.
How to Remove Tags from Contacts
Remove a tag from one contact:
Find the contact in any contact view
Click on the Tags area for that contact
Uncheck the tag you want to remove
The tag is removed immediately
Remove tags from multiple contacts:
Filter or select contacts with the tag you want to remove
Select the contacts
Open the tags modal
Uncheck the tags you want to remove
Click "Save" or "Apply"
How to Filter Contacts by Tags
Using the Tags filter:
Go to any contact view (My Contacts, Campaign Contacts, etc.)
Click on the "Tags" dropdown in the top right
Select the tags you want to filter by
You can select multiple tags
Only contacts with those tags will show
The filter shows all your tags with their colors, making it easy to find what you're looking for.
Managing Tags from Content Library
Access your tags centrally:
Go to Content Library in the left sidebar
Click on Tags
Here you can: • See all your tags with their colors • Search for specific tags • Create new tags • Edit existing tags • Delete tags you no longer need
The preview column shows exactly how each tag will look when applied
This is your central hub for tag management, separate from contact tagging.
Best Practices
Create tags before campaigns: Set up your tag system in Content Library before starting campaigns so you're ready to organize contacts as they come in.
Use consistent color coding:
Green for qualified/positive status
Red for urgent or needs attention
Yellow for decision makers
Blue for interested prospects
Purple for referrals
Don't create too many tags: Keep your tag list manageable (10-20 tags is usually enough). Too many tags make filtering and organization harder.
Combine tags for powerful filtering: Use multiple tags together like "Qualified" + "Decision maker" to find your best prospects quickly.
Review and clean up regularly: Delete unused tags from Content Library to keep your system organized.
Use tags with integrations: Tags sync with your CRM and automation tools, so tagging contacts in We Connect can trigger workflows in other systems.
Key Improvements in the New Tag System
Tags now persist independently: Tags you create in Content Library stay in the system even when not applied to any contacts. This means you can build your tag library upfront.
Color coding: Every tag now has a color, making visual organization much easier across all views.
Bulk tag management: Easily add multiple tags to multiple contacts at once with the improved selection interface.
Centralized management: The Tags page in Content Library gives you one place to manage all your tags.
Better visual display: See tags with their colors in contact tables, making it easier to spot important segments at a glance.
If you have any questions about tags, contact our support team using the chat icon. We're always happy to help!