Table of Contents

Workspace Settings: Tags

Sana Updated by Sana

Getting Here

You can manage Tags by selecting Settings on the navigation menu and selecting Tags under Workspace Settings.

Managing Tags

You can add, edit and delete Tags from the Tags page.

Creating Tags

To create a new Tag, click the Create tag button.

On the Create tag dialog, provide the following information:




Click the emoji icon and select an emoji from the list that displays.


Provide a name for the Tag.


Select a color for the new Tag.


Describe your Tag here. This description is displayed when you hover over the Tag in the Inbox module for guidance.

Once added, you can use the Search Tags field to search for a Tag that you want to edit or delete.

Editing Tags

From the Actions menu, select Edit to edit the Tag you are interested in. Update your Tag on the Edit Tag dialog box and click Save to save your edits.

Deleting Tags

From the Actions menu, select Delete to delete the Tag you want to delete. On the dialog that displays, enter the number of Contacts assigned to this Tag in the text area to confirm deletion and click Delete permanently. The Tag is permanently removed from all Contacts with this Tag on the platform. This may affect Contact segments and workflows.

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

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