Managing Tags, Attributes & Notes on the Contacts Page

Managing Tags, Attributes & Notes on the Contacts Page

You can enhance your contact management experience by adding tags, attributes, and notes to each individual contact. These additions help you organize, filter, and recall key information about your interactions.

1. How to Add Tags

Tags help you categorize contacts based on their behavior, intent, or interaction stage.

Steps:

1. Go to the Contacts page from the left navigation pane.
2. Click directly on the “Tags” section or access it from the pop-up window that appears when you click any CTA on the contact card.

1. In the “Tags*” input box:
2. Type the desired tag (e.g., Hot Lead, Follow-up, Repeat Customer).
3. Click “+ Add” to save the tag.

1. Tags are saved to the business and can later be used to Tag contacts which can help Filter contacts based on Tags on the Contacts page.

2. How to Add Attributes

Attributes let you record key personal information such as age, gender, location, etc.

Steps:

1. On the same contact pop-up, scroll to or click on the “Attributes” section.
2. Click “Add Attribute”.
3. Enter the following:
4. Title: e.g., Age, Gender, Membership Tier.
5. Value: e.g., 42, Female, Gold.
6. Click “Save” to attach the attribute to the contact.

Use attributes to personalize communication or segment your contacts better.

3. How to Add Notes

Notes allow you to log important interaction details or internal remarks for future reference.

Steps:

1. In the same contact card or pop-up, navigate to the “Notes” section.
2. Type your note in the empty box(e.g., Discussed pricing, requested call-back next week).
3. Click “Add Note”.

These notes are especially useful for your team to view the latest interaction summaries and maintain continuity in follow-ups.

Conclusion

Tags, attributes, and notes make it easy to organize, personalize, and track interactions for each contact. This helps your team engage more effectively and ensures no detail is ever missed in your customer communication history.