Work with tags

A tag is a label on a contact, such as "Summit 2026" or "booth". Flows add tags automatically with a Tag the contact step, and you can add or remove them by hand on any contact. Then filter, count, and export by tag.

Tag people automatically

Add a Tag the contact step to a flow (under Actions and integrations in the step picker). Type each tag in Tags and press Enter. Everyone who reaches that step gets those tags. Use the same tag in several flows to group people across them. See Tag contacts.

Tag one person by hand

1. In the app, click Contacts.
2. Click Tags on the person's row, or open the contact and click Edit tags in the Tags section.
3. Type a tag and press Enter, or pick one from the suggestions. To remove one, click the x on it.
4. Click Submit.

Find everyone with a tag

• On Contacts, click Filters and choose one or more under Tag.
• Or go to Reports, then Keyword Activity. The Tags section lists every tag with its number of contacts. Click View contacts to open them.

Export tagged contacts

Filter Contacts by the tag, then click Export CSV. The export has the filtered contacts only. It doesn't include a tags column, so filtering is how you separate them.

Good to know

• A tag is created the first time you use it.
• When a tag was added, it shows in the contact's Message history as Tagged.