Manage tags and custom fields

Tags and custom fields are managed per workspace, in Configuration > Tags and Configuration > Custom fields. Each workspace has its own.

Tags

A tag is a qualification label you put on contacts, for example “Call back”.

Create a tag

1. Click Configuration in the left menu.
2. Open the Tags tab.
3. Click Add a tag.
4. Type the Tag name.
5. Confirm with the check mark (or cancel with the X).

The list is sorted alphabetically and has a search box.

Rename or delete a tag

• Use the pencil icon to rename a tag.
• Use the trash icon to delete it. The app asks you to confirm: “Delete the tag “[name]”? This tag will also be removed from every contact that has it. This action can’t be undone.”

Custom fields

A custom field is an extra piece of data added to every contact in the workspace (for example an industry, a customer ID or a lead source).

Create a field

1. Click Configuration in the left menu.
2. Open the Custom fields tab.
3. Click Add a field.
4. Type the Custom field name (the name is all you need, as free text).
5. Confirm.

You can also create a field during a CSV import, with the New + button at the column matching step. See Import contacts from a CSV file.

Edit or delete a field

The list has a search box, sorting by Field name and, for each field, a pencil icon (edit) and a trash icon (delete).

Where custom fields show up

Once created, a field is available:

• on the contact record, in Edit mode
• when matching columns during a CSV import
• in the columns and filters of Contacts and of sequences
• in the list of variables for text message templates

FAQ

My tags and fields don’t show up in another workspace

That’s expected: each workspace has its own tags and custom fields. Create them in the other workspace as well.

What happens to contacts when I delete a tag?

The tag is removed from every contact that has it. Deleting a tag can’t be undone.