Contact Tags

Crm & Contacts

Contact Tags

Tags are simple labels you attach to contacts to organize, categorize, and segment your database. They are one of the most flexible and powerful organizational tools in Lead Fuel CRM.

How Tags Work

A tag is a text label that can be applied to any contact. Contacts can have multiple tags, and tags can be used across the entire platform for filtering, automations, and campaign targeting.

Adding Tags to Contacts

• Manual: Open a contact profile and add tags in the Tags field.
• Bulk Action: Select multiple contacts and use the "Add Tags" bulk action.
• Import: Include a Tags column in your CSV import file.
• Forms: Configure forms to automatically add tags when submitted.
• Automations: Add tag actions in your automation workflows.
• Trigger Links: Automatically tag contacts who click specific links in your emails.

Tag Strategy Best Practices

• Use a consistent naming convention (e.g., "source-webinar", "interest-photo-booth", "status-customer").
• Create category prefixes to keep tags organized (source-, interest-, status-, product-, etc.).
• Avoid creating too many similar tags. Review existing tags before creating new ones.
• Use tags in combination with Smart Lists for powerful segmentation.
• Document your tag system so all team members use tags consistently.

Common Tag Categories

Tip: Tags are most powerful when used consistently across your team. Take 10 minutes to define your tag strategy before your team starts using them.

Need more help? Contact Lead Fuel CRM support for personalized assistance.