# Managing Tags

Create, edit, delete, and colour-code your 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](#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.

> Tags can also be created from your own code with `POST /api/v1/tags`, and an
> automation's **Add Tag** step can apply any existing tag. Create the tag first,
> then reference it.
> 

## 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.

> Tag names are case-sensitive. `VIP` and `vip` are two separate tags.
> If you find duplicate tags with different capitalisation, you will need to retag affected
> contacts before deleting the unwanted tag.
> 

## 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.

> Automations reference tags by ID, so a **Tag Added** trigger or an
> **Add Tag** step keeps working after you rename 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.

> Tag deletion is permanent and cannot be undone. Check any automations that use the tag as a
> **Tag Added** trigger, in a **Condition**, or in an
> **Add Tag** / **Remove Tag** step, and update them.
> 

## 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](https://sendbeam.io/docs/contacts/bulk-actions) and the
[CSV export](https://sendbeam.io/docs/contacts/exporting) act on. From your own code, pass
`tag=` to `GET /api/v1/contacts` or
`GET /api/v1/contacts/export`.

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Source: https://sendbeam.io/docs/tags/managing