Contact Tags Section Overview

Andrew B

In this article, we will cover an Overview of the Contact Tags Section located in Contacts.Below is a video to help you get started!

Prior to getting started, you will need to have the following:

  • A ClickFunnels 2.0 account
  • An existing contact.

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.

Creating your tags

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

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  2. From the Contacts menu, click on Tags.

    tags.png

  3. Click the  Add New Tag button.

    addnewtag.png

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

    name-color.png

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

    discard.save.png

Adding tags to existing contacts

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

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  2. Click on the contact you want to add the tag to.

    contactexample.png

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

    updatecontact.png

If you have any questions about this, please contact our Support Team by clicking the Support Icon in the bottom right-hand corner of this page.