Managing Tags

All tag management in SendBeam happens from the Tags page, which you can reach from the main navigation. From here you can create new tags, update their names and colours, and delete tags you no longer need.

Creating a new tag

Follow these steps to create a tag:

1. Navigate to Tags in the left sidebar.
2. In the Create New Tag form, enter a name for the tag. Tag names must be unique within the workspace. See Naming tips below for best practices.
3. Choose a colour from the preset swatches, or pick a custom colour.
4. Click the create button. The tag is created immediately and is available to apply to contacts.

Naming tips

Good tag names are short, consistent, and self-explanatory. Keep these guidelines in mind:

• Use lowercase letters and hyphens instead of spaces — e.g. closed-won rather than Closed Won.
• Avoid abbreviations that are only meaningful to one team member. hs-sync may not be obvious to a new colleague; hubspot-synced is clearer.
• Prefix related tags to group them visually — e.g. event-summit-2026, event-webinar-march.
• Keep names short enough to display cleanly in the contacts table (under 30 characters works well).
• Agree on a naming convention with your team before you accumulate dozens of tags — there is no bulk merge, so retagging later is manual work.

Editing a tag

You can rename a tag or change its colour at any time without affecting the contacts it is applied to.

1. Go to Tags in the left sidebar.
2. Find the tag you want to edit, open the ⋯ menu at the end of its row and choose Rename. The name and colour become editable in place.
3. Update the name, colour, or both, then click the Save (tick) icon. Click the cross to cancel.

Renaming a tag updates every contact that has it — the old name disappears and the new name appears in its place immediately. There is no need to re-apply the tag.

Deleting a tag

Deleting a tag removes the label from every contact it has been applied to. The contacts themselves are not deleted — only the tag association is removed.

1. Go to Tags in the left sidebar.
2. Open the ⋯ menu at the end of the tag's row and choose Delete.
3. Confirm in the dialog. The contact count on the row tells you how many contacts will lose the tag.

Viewing contacts by tag

The Tags page shows the number of contacts carrying each tag. Each contact's profile lists the tags applied to them.

To see everyone with a tag, go to Contacts and pick the tag in the Any tag dropdown next to the status filter. The tag filter combines with the search box and the status filter, and whatever it shows is exactly what bulk actions and the CSV export act on. From your own code, pass tag=<tag id> to GET /api/v1/contacts or GET /api/v1/contacts/export.