Tag contacts

Add a Tag the contact step and every person who reaches it gets the tags you choose. Use the same tag in several flows to group people, such as everyone from one conference.

Steps

1. Open your flow under Data Capture Flows.
2. Click the + where you want the tag applied.
3. Under Actions and integrations, choose Tag the contact.
4. Under Tags, type a tag and press Enter. Tags you've used before are suggested as you type. Add as many as you need.
5. Click Add & save.

The step card shows "Adds:" and your tags.

When the tag is applied

Instantly, the moment someone reaches the step. Where you put it decides who gets it:

• At the top: everyone who starts the flow.
• After the last question: only people who finish.

A tag isn't removed if someone later stops or texts in again.

Ideas

• An event name: "Summit 2026".
• A session: "Keynote" and "Workshop B", in two flows that otherwise match.
• An interest, using a separate flow per offer.

Where tags show up

• On the contact's page, under Tags (change them there with Edit tags).
• In your contact list, under Filters, so you can filter by tag and then export just those people.
• In notification emails.
• In the keyword activity report, as tag counts.

Tag names are up to 100 characters; extra spaces are trimmed. For more, see Work with tags.