Tags
Tags are colored labels you can attach to contacts for organization, segmentation, and automation targeting. They power audience selection in broadcasts, serve as triggers for automations, and make it easy to filter your contact list.
How Tags Work
- Tags are workspace-scoped — each workspace has its own set of tags.
- Tag names are case-insensitive and unique per workspace. Creating a tag named
VIPwhenvipalready exists will reuse the existing tag. - Each tag has a customizable color for visual identification in the dashboard.
- A contact can have unlimited tags attached.
Creating Tags
Tags can be created in three ways:
1. From the Tags Page
Navigate to Tags in the sidebar to view, create, and manage all tags in your workspace. You can set a custom name and color.
2. Inline on a Contact
When viewing a contact's detail page, click the + Tag button to assign an existing tag or create a new one on the fly.
3. During CSV Import
When importing contacts via CSV, you can include up to three tag columns (tag1, tag2, tag3) per row. Gordon CRM will automatically create any tags that don't already exist, preserving the original casing of the first occurrence.
You can also assign a global tag to every contact in the import batch.
See CSV Import for details.
Using Tags for Segmentation
Tags are the primary way to build audiences in Gordon CRM:
Broadcasts
When composing a broadcast email, you can target contacts by including specific tags, excluding specific tags, or both. For example:
- Include:
Newsletter Subscribers— Send to everyone with this tag. - Exclude:
Unresponsive— But skip anyone also tagged as unresponsive.
Automations
Tags can serve as both triggers and actions:
| Role | Trigger/Action | Description |
|---|---|---|
| Trigger | tag_applied | Fires when a specific tag is added to a contact. |
| Trigger | tag_removed | Fires when a specific tag is removed from a contact. |
| Action | add_tag | Adds a tag to the contact when the automation fires. |
| Action | remove_tag | Removes a tag from the contact when the automation fires. |
Example Workflow:
When the tag
Leadis applied → Enroll the contact in the "Welcome Drip" campaign.
Case-Insensitive Deduplication
Gordon CRM enforces case-insensitive uniqueness on tag names. This means:
- If you already have a tag called
VIP, attempting to createviporVipwill match the existing tag. - During CSV import, the first-seen casing wins. If row 1 has
Premiumand row 5 haspremium, the tag will be stored asPremium. - Existing tags are never renamed by an import — Gordon CRM always matches to the existing record.
Deleting Tags
When you delete a tag, it is automatically removed from all contacts that had it. This action is permanent and cannot be undone.
⚠️ Warning: If an automation uses a deleted tag as a trigger, that automation will no longer fire. Review your automations before deleting tags.