Tags

How to create and manage tags for contacts, pages, posts, events, and collection items using the unified Tag Manager.

Last updated March 19, 2026 View as Markdown

Tags are labels you can apply to contacts, pages, blog posts, events, and collection items to categorize and segment content across the system. Each tag belongs to a specific type so that the right tags appear in the right places.

Tag Types

Type Where applied
Contact Contact edit form
Page Page edit form
Post Blog post edit form
Event Event edit form
Collection Collection item forms

Tag Manager

The Tag Manager (Tools → Tags) lists all tags across all types. You can:

  • Filter by type to focus on a specific tag namespace.
  • Create a new tag by clicking New Tag and providing a name and type.
  • Edit a tag to change its name. The slug updates automatically. The type cannot be changed after creation.
  • Delete a tag. All associations with content records are removed automatically.

Applying Tags to Content

Open any contact, page, post, event, or collection item and locate the Tags field. There are two ways to interact with it:

  • Select an existing tag — click the field and type to search, or browse the dropdown. Click a tag to apply it. It appears as a removable pill. Click × on any pill to remove it.
  • Create a new tag — type the label in the Create tag field directly below the selector and click the + button. The tag is saved immediately and added to the record. You do not need to visit the Tag Manager to create tags this way.

Tag Conventions

  • Keep tag names concise and unambiguous.
  • Prefer a small, well-defined set of tags over many overlapping ones.
  • Review the tag list periodically and remove tags that are redundant or unused.
  • Use tags for stable, meaningful categories — not for temporary notes (use the Notes feature instead).

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