Creating and Managing Tags

Creating and Managing Tags #

Tags are flexible labels for categorizing contacts based on behaviors, attributes, or custom criteria. Contacts can have unlimited tags.

Understanding Tags #

Tags are informal contact labels (e.g., VIP, Hot Lead, Tech Industry, Needs Follow-up) with no subscription management. Unlike lists, tags can be applied liberally.

See Lists and Tags for comparison.

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Creating Tags #

Three Methods

Method 1: From Tags Page

1. PloverCRM → Tags → Add New Tag
2. Enter name, slug (auto-generated), description (optional)
3. Click Add New Tag

Method 2: While Editing a Contact

1. Open contact → Tags metabox
2. Type new tag name → Press Enter
3. Tag is created and assigned instantly

Method 3: Quick Creation

• Type tag name in any tag field → Press Enter

Naming Tips: Use title case and consistent terminology. Avoid generic names (e.g., Tag1) or unclear abbreviations.

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Managing Tags #

Edit a Tag

1. PloverCRM → Tags → Hover over tag → Edit
2. Update name or description
3. Click Update

Delete a Tag

1. Hover over tag → Delete → Confirm
2. Tag is removed from all contacts (contacts remain)

⚠️ Before deleting: Export contacts, verify the tag is obsolete, and check automation rules.

Merge Tags

To combine similar tags (e.g., “VIP” and “V.I.P.”):

1. Filter by the tag to merge → Select all contacts
2. Add the primary tag → Remove the old tag → Delete the old tag

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Adding/Removing Tags #

Manual Tagging

Single Contact:

1. Open contact → Tags metabox → Type/select tag → Update

Multiple Contacts:

1. PloverCRM → Contacts → Select contacts
2. Bulk Actions → Add Tags → Enter tags (comma-separated) → Apply

Automatic Tagging

• Form Integration: Auto-tag contacts from form submissions
• Behavioral: Email opens, link clicks, page visits
• API: Programmatic assignment

Removal

• Single: Click X next to tag in the contact edit screen
• Multiple: Bulk Actions → Remove Tags

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Best Practices #

Organization by Type:

• Priority/Status: VIP, Hot Lead, High Priority
• Industry: Tech Industry, Healthcare, Finance
• Behavior: Attended Webinar, Downloaded Content
• Source: Website Lead, Referral, Trade Show
• Lifecycle: New Contact, Qualified, Customer

Naming Convention:

Priority: VIP, High Priority
Industry: Tech Industry, Healthcare Industry
Source: Source - Website, Source - Referral

Maintenance:

• Tag liberally — multiple tags per contact is normal
• Monthly audits: merge similar tags, delete unused
• Keep active tags manageable (50–100)
• Standardize names and document meanings

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Troubleshooting #

Issue	Solution
Cannot create tag	Check permissions, verify unique name
Tag not appearing	Refresh page, clear cache, verify creation
Cannot delete tag	Check permissions, remove from contacts first
Tags not applied	Verify edit permissions, try single contact
Too many tags	Audit and merge similar tags, implement naming conventions

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Last updated: February 3, 2026