Organize your contacts with dynamic tags

Label contacts with tags for instant filtering, automation triggers, and organized views. Create custom classifications that match how your team thinks about relationships.

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Flexible classification

Labels that power action

Tags are lightweight labels you apply to contacts. Unlike groups that define membership, tags describe attributes: "VIP", "Needs Follow-up", "Product Beta". Use tags to filter views, trigger automations, and drive Channels campaigns. Manual work turns into automated workflows saving your organization time and money with Delalify People.

Capabilities

Flexible contact classification

Custom tag colors and icons illustration

Custom tag colors and icons

Tags pile up quickly. Sales tags mix with support tags while mixing with lifecycle tags. Scanning a contact profile to find the relevant labels becomes a visual puzzle.

Assign colors and icons to tags for visual recognition. Sales tags appear blue, support tags show orange, and VIP tags display gold. You spot what matters at a glance.

System tags illustration

System tags

Some status information comes from the system itself: who has bounced, who has unsubscribed, who came from a specific import. Tracking this manually creates gaps.

People creates system tags automatically based on behavior: "Unsubscribed", "Bounced", "Imported". System tags cannot be deleted but can be hidden. Critical status stays visible.

Sticky tags illustration

Sticky tags

Tags and groups serve different purposes, but they often align. VIP-tagged contacts should belong to the VIP group. Keeping both in sync requires extra steps.

Make tags sticky by linking them to groups. When a contact gets a sticky tag, they're automatically added to the linked groups. The tag sticks them to those groups. Tag once, update everywhere.

Tag categories illustration

Tag categories

As tag lists grow, finding the right tag becomes difficult. Team members create duplicates because they cannot find existing tags. Inconsistency spreads.

Organize tags into categories like "Industry", "Interest", or "Lifecycle Stage". Categories group related tags together, making them easier to find and apply. Everyone uses the same vocabulary.

Automation triggers

Adding a tag should mean something happens next: a welcome sequence starts, a task assigns, an alert fires. Without automation, tags become passive labels.

Trigger workflows when tags are added or removed. Adding "Ready to Buy" sends an alert to sales; removing "Active" triggers a re-engagement campaign. Tags drive action.

Bulk tagging illustration

Bulk tagging

After an event, you have 500 attendees to tag. After a data cleanup, you have thousands of records to update. One-by-one tagging is not feasible.

Apply or remove tags from hundreds of contacts at once through bulk actions or import operations. Large updates complete in seconds.

Why it matters

Labels that drive automation

Find contacts instantly

Filter by tags to surface exactly the contacts you need without writing complex search queries. Whether you need all VIP customers or everyone who attended last month conference, the answer is one click away.

Drive automation

Tag changes trigger workflows that send messages, assign tasks, or update records automatically. Adding a tag becomes the starting point for entire sequences of coordinated actions across your organization.

Maintain consistency

Tag categories and required tags ensure everyone classifies contacts the same way. When your team uses a shared vocabulary, reporting becomes reliable and handoffs between team members stay smooth.

Visual organization

Assign colors and icons to tags for instant visual recognition. Sales tags stand out from support tags, and priority indicators catch attention immediately when scanning contact profiles.

Use cases

See tags in action

Customer success team tracking health signals

The CS team creates tags for "At Risk", "Champion", and "Expansion Ready" to track account health. When support tickets spike or product usage drops below thresholds, system rules automatically apply the "At Risk" tag. Automation triggers weekly check-in emails when "At Risk" is applied and assigns the account manager to schedule a call within 48 hours. "Champion" tags identify advocates for case studies, while "Expansion Ready" surfaces accounts qualified for upsell conversations.

Result

Churn decreases 15% because struggling accounts receive proactive outreach before they escalate to cancellation requests. The team identifies problems in days instead of discovering them at renewal time, and expansion revenue increases through systematic identification of growth opportunities.

Customer success team tracking health signals

Event coordinator managing attendees

The coordinator tags registrants by session interest: "Q2 Workshop", "Keynote Only", "Full Conference". The registration form automatically applies tags based on ticket type and session selections. As the event approaches, Channels sends schedule reminders specific to each tag, including room numbers, speaker bios, and preparation materials relevant only to their chosen sessions. Post-event follow-up emails contain recording links and resources for sessions they attended.

Result

Attendees receive only relevant reminders, reducing email fatigue and improving session attendance by 28%. Post-event feedback scores increase because participants feel the event was tailored to their interests rather than generic.

Event coordinator managing attendees

Support team flagging feature requests

Support agents tag contacts who request specific features like "Mobile App Request", "API Integration", or "Custom Reporting". Each tag includes a note field where agents capture the specific use case and urgency. Product managers filter by these tags to identify interview candidates for user research, prioritizing contacts who articulated clear business problems. When a requested feature launches, the team filters by tag to announce it directly to everyone who asked for it.

Result

Product decisions ground in conversations with real users who already expressed interest, reducing wasted development time on features nobody uses. Feature adoption rates triple compared to broad announcements because users receive notice about capabilities they specifically requested.

Support team flagging feature requests

Insurance agency tracking policy renewals

Agents tag clients by policy type ("Auto", "Home", "Life") and renewal month ("January Renewal", "February Renewal", etc.). Three months before renewal, automation sends policy review reminders and assigns follow-up tasks to the account manager. The task includes the client's current coverage, claim history from contact notes, and competitive rates pulled from recent quotes. Two weeks before expiration, escalation rules alert the agent if no renewal conversation has occurred.

Result

Policy lapse rate drops from 12% to 4% because no renewal deadline slips through manual tracking. Agents spend renewal conversations discussing coverage gaps instead of scrambling to prevent lapses, increasing cross-selling opportunities by 31%.

Recruitment firm categorizing candidates

Recruiters tag candidates by skill set ("Python", "Java", "DevOps"), seniority level ("Junior", "Mid-Level", "Senior"), and availability ("Immediate", "30 Days", "Passive"). Notes on each contact capture salary expectations, preferred locations, and interview feedback from past roles. When a matching job opens, they filter by relevant tags to find qualified candidates in seconds, then review contact notes to personalize outreach. Candidates tagged "Passive" only receive messages for senior roles matching their exact skill set, preventing recruiter spam.

Result

Time-to-fill decreases from 45 days to 28 days because recruiters spend time interviewing qualified candidates instead of searching databases or cold-calling mismatched profiles. Candidate response rates improve from 18% to 41% because outreach demonstrates knowledge of their background and targets roles they actually want.

Recruitment firm categorizing candidates

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Classify contacts your way

Tags let you mark contacts with attributes that matter to your business. Filter views, trigger workflows, and find contacts instantly.

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