Tags and properties

Tags

Tags are simple labels you attach to contacts for quick categorization. A contact can have any number of tags.

Examples: vip, churned, speaker, beta-tester

Tags are useful for:

• Filtering contacts in the UI
• Targeting segments
• Triggering rules

Adding tags

• From a contact's profile
• In bulk from the contacts list
• During CSV import
• Through rules (automatically when events occur)

Custom properties

Properties are typed fields that store structured data on contacts. Unlike tags (which are just labels), properties have names and values.

Built-in properties

Every contact has:

• email — their email address (required, unique)
• firstName — first name
• lastName — last name

Creating custom properties

Go to Settings → Contact Properties to define custom fields:

• Text — free-form string (e.g., company, jobTitle)
• Number — numeric value (e.g., mrr, loginCount)
• Boolean — true/false (e.g., isOnboarded, hasTeam)
• Date — timestamp (e.g., signupDate, lastLogin)

Using properties

Properties power:

• Personalization — insert {{company}} in email content
• Segments — filter contacts where plan = "enterprise"
• Rules — trigger actions based on property values