Tags
One shared list of tags for your whole organisation, and what they're actually good for.
Tags are how you remember something about a person that a column can't express. A column says where they are. A tag says what they are.
Organization Settings → Tags is the list, shared by every flow and every contact.
How they work
Tags are plain lowercase words. Type Connect Card and you get connect-card-style
lowercasing applied automatically, which is deliberate: it means member, Member and
MEMBER can never drift into three different tags.
There's no colour or category to configure. One list, one meaning per word, everywhere.
| Action | What happens |
|---|---|
| Add Tag | Adds it to the organisation's list |
| Rename | Renames it everywhere, on every contact carrying it |
| Delete | Removes it from the list and from every contact |
Only org admins and owners can manage the list. Everyone else sees View Only.
Where tags get applied
Four ways, and you'll use all of them eventually:
- By hand, on any lead or contact.
- On step entry — a step can add or remove tags as leads arrive.
- On saving a contact — contact settings apply tags on flow entry or on conversion.
- By an integration — Blackbaud tags people it recognises as existing constituents.
What tags actually do
Applying a tag isn't just record-keeping. Tags drive three real behaviours:
- Tag rules — gaining a tag can pause a lead, move it to another flow and step, or remove it from the flow.
- ClickUp tasks — a mapped tag creates a task.
- Re-engaging contacts — you pick a tag and turn everyone carrying it back into leads.
That third one is why tagging pays off later rather than now.
Keeping the list usable
A tag list nobody trusts is worse than no tags. Two habits:
Pick one vocabulary and write it down. not-interested or cold, never both.
Keep the list short. Twelve tags used consistently beat forty used occasionally. If you can't remember whether a tag exists, it isn't earning its place.
Tags worth having
Next: FoxFlow Messaging.