Labels
Labels are free-form tags you attach to contacts to organize your audience —
think vip, lead, refund, website, or opted-out. They give your team a shared
vocabulary for who a person is and how to treat them.
Adding a label
Open a contact and add a label by name. A contact can hold any number of labels, and the same label can be reused across many contacts.
- Open the contact
From the inbox or the Contacts list, open the person you want to label.
- Add a label
Type the label text and apply it. New labels are created on the fly — there’s no separate setup step.
- Remove when no longer relevant
Remove a label at any time; it detaches from that contact without affecting others.
Label changes are written to your activity log, so you have a record of who tagged whom and when.
Using labels well
- Segment broadcasts. Tag opted-in audiences so you can target the right people.
- Mark opt-outs. A label like
opted-out(or thechurnedlifecycle stage) keeps people out of future sends. - Flag priority customers. A
viplabel helps agents spot important conversations. - Track source. Labels like
websiteoreventrecord where a contact came from.
Labels vs. lifecycle stage
Labels are flexible, many-per-contact tags. The lifecycle stage is a single,
structured value (lead, active, customer, vip, churned) that describes where
a contact sits in your funnel. Use both together — see
Contacts: lifecycle & tags.
Use private notes for context your customers should never see.