Who This Is For / When to Use
Use Tags if you want to:
Organize contacts beyond pipeline stages
Segment contacts for campaigns, Smart Lists, and automation
Apply labels manually, in bulk, or automatically via triggers
Track where a contact is in a journey or lifecycle
What Tags Are in Kyrios
Tags are labels applied to contacts. A single contact can have multiple tags.
Common uses:
Segmentation (e.g.,
VIP Customer,Webinar Attendee)Automation triggers
Filtering contacts in Smart Lists
Targeted email and SMS campaigns
Create a New Tag from Settings
Step 1: Open Tags Settings
Go to Settings.
Select Tags.
Step 2: Create the Tag
Click + New Tag.
Enter a short, descriptive tag name.
Click Create.
Important: Avoid special characters (&, #, /, etc.).
Text and spaces are supported and recommended.
Add or Remove Tags from a Contact (Manual)
Add a Tag to a Contact
Open the contact record.
Locate the Tags section.
Click the + icon.
Select an existing tag or create a new one.
Remove a Tag from a Contact
Open the contact record.
Click the tag you want to remove.
Delete the tag.
Changes save automatically.
Import Contacts with Tags
You can apply tags during contact import.
How It Works
Add tag names directly in your spreadsheet or
Apply one tag to the entire import list
Steps
Prepare your CSV with tag values.
Upload the file using the contact import flow.
Complete the import.
Tags are created automatically if they do not already exist.
Apply Tags in Bulk
Bulk tagging is available in the Contacts section.
Select multiple contacts using checkboxes.
Click the Add Tag icon.
Choose a tag to apply or remove.
This method works for adding and removing tags.
Use Tags in Conversations
You can manage tags directly while viewing a conversation.
Open Conversations.
Select the contact.
Add or remove tags from the contact panel.
This is useful for real-time tagging during calls or chats.
Automate Tags with Triggers
Tags can be added or removed automatically using triggers.
Common trigger events:
Call status changes
Appointment status updates
Form submissions
Email events
Workflow actions
Example:
Add tag
Demo Completedwhen an appointment is marked as completedRemove tag
New Leadwhen a deal is won
How Tags Are Used in Kyrios
Smart Lists
Filter contacts using one or more tags to create dynamic lists.
Example:
Purchased Product A+Needs Upsell
Campaigns & Messaging
Use tags to define who receives:
Email broadcasts
SMS campaigns
Automation sequences
Lead Qualification
Use tags to identify:
Hot / Warm / Cold leads
Follow-up required
Engagement levels
Tag Naming Best Practices
Keep names short and descriptive
Use consistent naming conventions
Avoid special characters
Regularly clean up unused tags
Remove one-time or outdated tags
Recommended:
Webinar2024
VIP Customer
Needs Follow-Up
Common Issues and Fixes
Tags not working in filters
Check for special characters in the tag name
Rename the tag to use text only
Too many tags cluttering contacts
Review and delete unused tags
Remove old event-based tags no longer in use
FAQs
What are tags used for?
Tags organize contacts, enable segmentation, and power automation across Kyrios.
How do I create a new tag?
Go to Settings → Tags → New Tag, enter a name, and click Create.
Can I import contacts with tags?
Yes. Tags can be included in CSV imports or applied to the entire import list.
Can I add or remove tags in bulk?
Yes. Use Bulk Actions in the Contacts section to apply or remove tags.
Can tags be applied automatically?
Yes. Triggers and workflows can add or remove tags based on events.
Is there a limit to how many tags a contact can have?
No hard limit exists, but fewer, well-maintained tags improve clarity and reporting.