Tag Management

Tag Management

Tags are labels you can assign to your contacts to organize, filter and segment them easily. It's a powerful tool for managing your contact base.

Why Use Tags?

Organization

• Categorize your contacts by relevant criteria
• Easily find specific groups
• Keep a clear overview

Segmentation

• Precisely target your communications
• Create personalized email campaigns
• Adapt your sequences to each segment

Recommended Tag Types

By Acquisition Source

• LinkedIn: Connection via LinkedIn
• Referral: Word of mouth
• Website: Contact form
• Event: Met at an event

By Coaching Type

• Individual coaching
• Team coaching
• Executive coaching
• Career coaching

By Status

• Prospect: Not yet a client
• Active client: In coaching
• Former client: Coaching completed
• VIP: Priority client

Creating and Managing Tags

Create a New Tag

1. Go to Settings > Tags
2. Click on "+ New tag"
3. Enter the tag name
4. Choose a color (optional)
5. Save

Assign a Tag to a Contact

1. Open the contact's profile
2. In the Tags section, click "+"
3. Select or search for the tag

Filter by Tags

In the contact list:

1. Click on the "Tags" filter
2. Select one or more tags
3. The list shows only matching contacts

Best Practices

Keep a Simple System

• Don't create too many tags (15-20 maximum)
• Use clear and consistent names
• Avoid duplicates or variations

Review Regularly

• Delete unused tags
• Merge similar tags
• Update obsolete tags