How to organize contacts with tags in Stacks
Tags are color-coded labels you stick on contacts, VIP, Hot lead, Newsletter, Past client, so you can spot and group people at a glance. In Stacks you create a tag once, then apply it to any contact, one at a time or to a whole batch at once. It's free on every plan.
What do you need before you start?
- Tags are created once in Settings, then reused everywhere. You pick a tag from a list on the contact, you don't type a brand-new tag directly on the contact form.
- Creating, renaming or deleting tags needs an admin or manager role. Applying a tag to a contact needs permission to edit contacts, admins, managers and team members have it (only view-only users don't).
- A tag name can be up to 50 characters and gets a color you choose.
Step by step
- Create your tags. Go to Settings → Tags and click + Add Tag. Give the tag a name (like VIP or Hot Lead), pick a color with the color swatch, and hit Save. Repeat for each label you want. Tag names are unique, so Stacks won't let you create two with the same name.
- Open a contact. Go to Contacts in the left menu and open the person you want to label, or click + Add Contact to create a new one.
- Choose tags. Scroll to the Tags section on the contact. Your tags appear as clickable chips, click one to apply it, click it again to remove it. Need a tag that isn't there yet? Use the Manage tags link to add it in Settings first.
- Save the contact. Click Save. The tags now show up as colored badges on the contact, using the color you picked, everywhere that contact appears.
- Tag contacts in bulk (optional). On the Contacts list, tick the checkboxes next to several people, choose Add tag from the Bulk action menu, pick a tag, and apply. Stacks adds that tag to everyone selected in one pass (and skips anyone who already has it).
🏷️
Tags are free. Creating tags, color-coding them, applying them to contacts, and bulk-tagging are all included on every plan, there's nothing to upgrade for.
Good to know
- Colors travel with the tag. The color you choose shows as a dot on the badge wherever the contact is displayed, so your segments are easy to scan.
- No duplicate names. Tag names are unique per account | Stacks blocks a second VIP so your list stays clean.
- Renaming a tag is safe. Change a tag's name in Settings and every contact and company already carrying it follows, along with your filters, saved views, campaign audiences and automations. Nothing is left pointing at the old name.
- Deleting a tag removes it everywhere. Settings tells you how many records carry a tag before you delete it, and deleting it takes the label off all of them. It cannot be undone, so rename instead if you only want to change the wording.
- Tags aren't just for contacts. The same tag picker appears on the company form, so you can label organizations too.
- Bulk tagging only adds. The bulk action adds a tag to your selection, it never removes tags. To take a tag off one contact, open them and click the tag chip off.
Frequently asked
Do I have to create a tag before I can use it?
Yes. Tags live in Settings → Tags, and only tags you've created show up in the picker on a contact. If the picker is empty, use the Manage tags link to add your first one.
What happens to my contacts if I delete a tag?
Deleting a tag removes it from every contact and company that carries it. Settings shows you that count in the confirmation, so you know what the delete will touch before you agree to it. Deleting cannot be undone.
What happens if I rename a tag?
Nothing breaks. The tag keeps its records, and anything pointing at it keeps pointing at it: list filters, saved views, campaign audiences, automation steps and web-form auto-tagging all follow the new name.
Can I tag a lot of contacts at once?
Yes. On the Contacts list, tick the ones you want, choose Add tag from the Bulk action menu, pick the tag, and apply, it goes on everyone you selected.
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