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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.

  1. Open the contact

    From the inbox or the Contacts list, open the person you want to label.

  2. Add a label

    Type the label text and apply it. New labels are created on the fly — there’s no separate setup step.

  3. 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 the churned lifecycle stage) keeps people out of future sends.
  • Flag priority customers. A vip label helps agents spot important conversations.
  • Track source. Labels like website or event record 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.

Keep internal context private

Use private notes for context your customers should never see.