Tags
Tags are colored labels you attach to contacts for organization and segmentation. They're the primary way to build audiences for broadcasts, and they serve as both triggers and actions in automations.
[SCREENSHOT PLACEHOLDER: Tags list page showing tags with color badges and automation count column]
Example: Tag your newsletter subscribers as "Newsletter" so you can target them in broadcasts. Tag contacts who haven't engaged in 90 days as "Unresponsive" so you can exclude them from promotional sends.
Creating Tags
You can create tags in two ways:
From the Tags Page
- Navigate to Tags in the sidebar.
- Click the Create Tag button.
- Enter a name and choose a color.
- Click Save.
During CSV Import
When importing contacts via CSV, you can include tag columns (tag1, tag2, tag3).
Any tags that don't already exist in your workspace are created automatically.
See CSV Import for details.
Assigning Tags to Contacts
From a Contact's Detail Page
- Open a contact's detail page.
- In the Tags section, click + Tag.
- Search for and select a tag from the list.
The tag picker shows all existing tags in your workspace. If you need to create a new tag first, click the Go to Tags link in the picker to go to the Tags page.
[SCREENSHOT PLACEHOLDER: Contact detail page showing the Tags section with the + Tag button and tag picker]
In Bulk via CSV Import
When importing contacts, tags specified in the tag1, tag2, tag3 columns are
automatically assigned to each contact row. You can also set a global tag that is
assigned to every contact in the import batch — useful for labeling the source of an
import (e.g., "Tradeshow 2026").
See CSV Import for details.
Using Tags for Broadcasts
Tags are the primary way to target audiences when sending broadcasts. When composing a broadcast, you can:
- Include tags — Send to all contacts who have any of the selected tags.
- Exclude tags — Skip contacts who have any of the excluded tags.
Example: You're announcing a local event. Include the tag "Local Area" to reach nearby contacts, and exclude "Unresponsive" to skip anyone who hasn't engaged recently.
Using Tags in Automations
Tags work as both triggers (something happens when a tag is added or removed) and actions (a tag is added or removed when something else happens):
| Role | What It Does |
|---|---|
| Trigger: Tag Applied | Fires an automation when a specific tag is added to a contact |
| Trigger: Tag Removed | Fires an automation 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: When the tag "Lead" is applied to a contact → automatically enroll them in the "Welcome Drip" campaign. When a contact registers for an event → add the tag "Event: Spring Gala 2026" so you can target them in follow-up broadcasts.
Automation Relationships
The Tags list includes an Automations column showing how many automation rules reference each tag. Tags with automations display an amber ⚡ N badge; tags without show "—".
Clicking the badge opens a dependency drawer listing every automation relationship in plain language — for example, "When this tag is applied to a contact, it enrolls them in the Welcome Drip campaign."
See Automations → Dependency Tracking for details.
Tag Colors
Each tag has a customizable color for visual identification throughout the dashboard. Colors appear as colored dots on the Tags list page and as colored badges on the Contact Detail page.
Tag Naming
- Tag names are case-insensitive and unique per workspace.
- If you already have a tag called "VIP", creating "vip" or "Vip" will match the existing tag instead of creating a duplicate.
- During CSV import, the first-seen casing wins. If row 1 has "Premium" and row 5 has "premium", the tag is stored as "Premium".
- Existing tags are never renamed by an import — Gordon CRM always matches to the existing record.
Deleting Tags
When you delete a tag:
- The tag is removed from all contacts that had it.
- All automation rules that reference the tag — as a trigger or as an action target — are also deleted.
If the tag is used in automation rules, the delete confirmation warns:
"This tag is used in N automation rule(s). Deleting it will also remove those rules. Continue?"
This action is permanent and cannot be undone.
Permissions
All workspace members can view, create, assign, and remove tags. Tag deletion is available to all members.
Related
- Broadcasts — Target audiences by including and excluding tags
- Automations — Tag-based triggers and actions
- CSV Import — Bulk tag assignment during contact import
- Technical Reference: Tags — Data models and schemas