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.

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 Contact

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

Method 3: Quick Creation

• Type tag name in any tag field → Press Enter

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

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 removed from all contacts (contacts remain)

⚠️ Before deleting: Export contacts, verify tag is obsolete, check automation rules.

Merge Tags #

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

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

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 from submissions
• Behavioral: Email opens, link clicks, page visits
• API: Programmatic assignment

Removal #

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

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:

<span class="hljs-symbol">Priority:</span> VIP, High Priority
<span class="hljs-symbol">Industry:</span> Tech Industry, Healthcare Industry
<span class="hljs-symbol">Source:</span> 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

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