Tags

A tag is a simple string. A contact either has the tag or does not. Tags are the fastest way to segment because filtering on a tag runs in milliseconds.

When to use a tag vs a custom field

• Tag — when the value is binary (interested_in_yoga, attended_webinar_april).
• Custom field — when you need the actual value (tier: gold/silver, renewal date, preferred language).

Automations that act on tags

• Add tag on form submit or stage move.
• Remove tag after a follow-up finishes.
• "Tag added" workflow trigger — start a sequence the moment a contact qualifies.
• "Tag removed" trigger — end-of-trial or churn flows.