๐ท๏ธ Tag Management ยท Centralized Management of Contact + Company Tags
Tags = classification cards stuck on customers (e.g. English-USA-Kayak-Distributor). Laifaxin's Tag Management backend lets you centrally manage all contact tags + company tags, paired with Contact Views to enable "filter customers by tag" for precision marketing.
- ๐ท๏ธ Tag โ classification stuck directly on contacts / companies (e.g. "VIP Customer")
- ๐ Group โ folder for tags (e.g. "Customer Tier" group contains "VIP / Regular / Lost" 3 tags)
โ Use groups when tags multiply; small numbers don't need grouping.
System entry: Settings โ Tag Management
1. Create / Edit Tagsโ
| Action | Steps |
|---|---|
| Create | Top right ใ+ Tagใ โ dialog fills fields โ save |
| Edit | Existing tag's โ๏ธ edit icon on right โ change fields โ save |
4 fields:
| Field | Description |
|---|---|
| Tag name | Customer classification card name (e.g. English-USA-Kayak-Distributor, see v2 golden formula) |
| Belongs to group | Pick the tag folder (must create group first) |
| Tag color | Background color for quick recognition (high priority red / closed green) |
| Tag note | Internal note visible only to admin (e.g. "2026Q2 priority development") |
2. Create Group (Tag Folder)โ
When tags multiply, groups are needed. Recommend the v2 main line's 3 big groups:
| Group | Use | Typical tags |
|---|---|---|
| ๐ Customer | Describes who the customer is (golden formula tags) | English-USA-Medical Devices-Distributor |
| ๐ Intent | Marks customer temperature | ๐ฌ Inquiry / ๐ฆ Sample / ๐ฐ Closed |
| ๐ Risk | Marks people to exclude | โ Competitor / ๐ซ Unsubscribed / โ Other |
Operations:
| Field | Description |
|---|---|
| Directory name | Group name (e.g. "Customer / Intent / Risk") |
| Directory note | Internal note (e.g. "v2 golden formula tags go here") |
Click ใ+ Directoryใ โ fill fields โ save.
Detailed playbook: ๐ Tags & Views ยท Tag Groups.
3. Company Tagsโ
Companies can also have tags (different from contact tags) โ switch the top tab to ใCompany Tagsใ. All operations (create / edit / delete / group) are identical to contact tags.
- Contact tags โ stuck on individual customer email (e.g. John's email tagged "VIP")
- Company tags โ stuck on whole company (e.g. ABC Corp tagged "Target Customer")
โ The two are independently managed, can be used together.
4. Common Operationsโ
1. Search Tagsโ
Too many tags to find one? Enter keywords and filter in real time:
2. Tag Usage Statisticsโ
Want to know how many contacts per tag? Click top right ใStatisticsใ โ system computes and shows contact / company count per tag / group:
3. Delete Tagโ
Click the ๐๏ธ delete icon to the right of the tag โ confirm.
Deleting a tag โ deleting customers โ when a tag is deleted, the contacts / companies that had this tag won't be removed, they just no longer show this tag.
๐ Common Pitfallsโ
| Pitfall | Consequence | How to avoid |
|---|---|---|
| ๐ด No planning before creating tags | After months, 100+ tags โ even you can't understand | Plan 3 big groups first (Customer / Intent / Risk) before creating tags |
๐ด Inconsistent tag names (e.g. US Customer vs US-Customer) | View filtering misses matches | Use v2 golden formula: Language-Country-Product-Role |
| ๐ก Think customers deleted when tags deleted | Worried important customers are lost | Deleting tags only removes classification cards โ customers remain in contacts |
| ๐ก Not using colors | All tags gray and indistinguishable | Red high-priority / green closed / gray risk for instant visual recognition |
| ๐ก Mixing contact / company tags | Don't know which to use | Use contact tags on individual emails, company tags on whole companies |
| ๐ก Tags created but not applied | Tags created but no customers tagged | When saving prospects / importing, force tag assignment (see How to Save Precise Customers) |
โ FAQโ
Q1 ยท Difference between tags and groups?โ
| Dimension | ๐ท๏ธ Tag | ๐ Group |
|---|---|---|
| Function | Classification card stuck on customers | Folder for tags |
| Use | Applied in contact / company details | Used to organize many tags |
| Count | Tens to hundreds | 3 ~ 10 core groups |
Q2 ยท I deleted a tag โ what happens to the contacts that had it?โ
Contacts aren't deleted. The tag card was just removed from them โ contacts themselves stay in the contacts library, other tags also stay. It's a safety mechanism preventing accidental customer data deletion.
Q3 ยท How many tags can one contact have?โ
No hard cap, but 3 ~ 5 core tags is most comfortable. Too many causes management chaos and easy mistakes in view filtering.
Q4 ยท Can contact tags and company tags be shared?โ
No. They're two independent systems:
- Contact tags can only be on individual emails
- Company tags can only be on whole companies
But names can be identical (e.g. create a "VIP" tag in both) โ no conflict.
Q5 ยท Can tags be bulk-applied?โ
Yes. Go to Contact Management โ check multiple customers โ ใBulk Operations โ Modify Tagsใ. See ๐ Bulk Management ยท Edit Tags.
๐ก Learning Tipsโ
| Stage | Tip |
|---|---|
| ๐ฏ Step 1 ยท Plan the system | First build 3 core groups (Customer / Intent / Risk), then fill in specific tags |
| ๐จ Step 2 ยท Use colors | High-priority red / closed green / risk gray / neutral blue โ visual recognition instantly |
| ๐ Step 3 ยท Pair with views | Tags' greatest power is paired with Contact Views for dynamic filtering |
| ๐ Step 4 ยท Use statistics | Regularly check ใStatisticsใ for each tag's coverage; consider merging low-coverage tags |
| ๐งน Step 5 ยท Regular cleanup | Quarterly review: merge similar tags / delete unused tags โ keep library โค 50 for max efficiency |
๐ Related Featuresโ
| Topic | Link | Description |
|---|---|---|
| ๐ท๏ธ Tags & Views | contacts-tags-views | Complete playbook for tags + views (golden formula / 4 practical cases) |
| ๐ Manage Contacts | manage-contacts | Apply / change tags in contact details |
| โ Add Contacts | add-contacts | Apply tags simultaneously when importing / creating contacts |
| ๐ Customer Fields | customer-fields | More structured data organization than tags (when to use tags vs fields) |
| ๐ v2 Golden Formula | 03-save-and-tag#golden-formula | Tag naming formula: Language-Country-Product-Role |
๐ Permalink: https://laifa.xin/zhinan/tag-management