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Use tags to group people

Tag contacts by hand or automatically, then use those tags to email the right group or start a funnel.

Tags are short labels you put on contacts, like “spring-retreat”, “newsletter” or “vip”. They let you find a group fast and email just those people.

Tag one person

  1. Open People > Contacts and click the person’s name.
  2. Press Tag next to their tags.
  3. Pick a tag you already use, or type a new one.
  4. To remove a tag, click the x on its badge.

Tag many people at once

  1. Open People > Contacts.
  2. Tick the boxes next to the people you want.
  3. Press Tag in the bar that appears.
  4. Pick tags or add a new one, then press Apply.

Tags ColibriOS adds for you

  • Anyone who registers for a gathering is tagged with that gathering.
  • Anyone who books a 1:1 session is tagged with the session type.
  • Students who enroll in a course are tagged with the course title.
  • Your sign-up forms and pop-ups can add a tag you choose.

You can also add your own tag to an offering. On a gathering, fill in Tag attendees with (optional). Everyone who registers gets it, on top of the automatic tag. Session types, courses and products have the same option.

Use your tags

  • Find people: search by tag, or use the tag filter on People > Contacts.
  • Send an email to a group: when you pick who gets a campaign or newsletter, click a tag to select everyone who has it. Click it again to leave those people out (it shows crossed out).
  • Start a funnel: a funnel can begin when someone gets a certain tag. See Build a funnel.

Good to know

  • Pick from the list when tagging, so you don’t end up with two spellings like “VIP” and “vip”.
  • There’s no screen to rename a tag for everyone at once. To change one, tag the group with the new name, then remove the old tag.
  • Removing a tag from someone doesn’t undo emails that already went out.
  • Tags are different from roles. Roles say who someone is (client, student, staff). Tags say what they’re part of.