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Contact Tags Section Overview

Modified on Tue, 05 Mar 2024 at 03:19 PM

Tags let you classify your contacts according to their actions in your funnel. This allows you to store information about your customers, which you can use later to create and send emails. Classifying your contacts is important because it helps to personalize the follow-up information you can share with your customers in the future. Tags help you categorize or separate different groups of contacts. In ClickFunnels, you can create your tags, or you can also tag existing contacts.

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Requirements

  • A ClickFunnels 2.0 account
  • An existing contact.

Creating Your Tags

  1. From the left side menu, click on Contacts.
    Clicking the Contacts menu.

  2. From the Contacts menu, click on Tags.
    Clicking the Tags submenu.

  3. Click the Add New Tag button.
    Clicking the Add new tag button.

  4. Add the name of your tag. You can also add a color to identify the tag.
    Typing a name and selecting a color.

  5. To save the changes, click on Create tag; otherwise, click on Discard.
    Highlighting the Create tag and Discard buttons.

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Adding Tags to Existing Contacts

  1. Follow the steps outlined in the “Edit Contact” section of How to Manage Contacts.

  2. On the right tab, you will see a Tags area. You can add the tag and click on Update contact.
    Highlighting the contact's Tags.

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