Tagging Contacts

Tags can be applied to contacts in several ways: from the contacts list (one contact or many at once), automatically by an automation step, or from your own code through the API. This page walks through each approach and explains how to remove tags and use them to drive automations.

Tagging from the contacts list

The Contacts page is where you tag contacts by hand. It works the same whether you tick one contact or a whole page of them, and it is the fastest way to tag a group after an import.

1. Navigate to Contacts.
2. Use the search box, the status filter and the Any tag dropdown to find the contacts you want to tag.
3. Tick individual checkboxes, or tick the checkbox in the header row to select the whole page and then click Select all N matching in the banner to cover every contact matching your filters.
4. In the toolbar that appears, click Add tag and pick the tag from the dropdown. SendBeam applies it to all selected contacts, starts any Tag Added automation for that tag for the subscribed ones, and reloads the page.

Tagging from the Tags page

The other way round works too. On Tags, the Apply a tag panel (or Add contacts in a tag row's ⋯ menu, which preselects it) lets you pick the tag and then either search for the contacts it should go on — type a name or email, click each match to add it — or describe them with the same filter the Contacts page uses (name or email contains, status). Add tag and Remove tag apply to the chosen contacts or to everyone matching the filter, through the same bulk action, so Tag Added automations fire exactly as they would from the Contacts page.

Tagging automatically

An automation can add or remove tags as contacts move through it, using the Add Tag and Remove Tag steps. Typical patterns:

• Tag everyone who completes a welcome sequence with onboarded.
• When a contact submits a particular form, tag them with the campaign or event it belongs to.
• Use a Condition step on the contact's existing tags to branch a sequence.

See Action steps for details.

Tagging via the API

From your own systems, tag a contact with POST /api/v1/contacts/{id}/tags and remove a tag with DELETE /api/v1/contacts/{id}/tags/{tagId}; to tag many at once, POST /api/v1/contacts/bulk with action: "add_tag" and either contact_ids or a filter. These need an API key with the matching write permission on a Pro or Business plan. This is the way to record things SendBeam cannot see itself, such as a purchase or a plan change.

Removing tags

You can remove a tag from a contact in three ways:

• From the contacts list — select the contacts, click Remove tag in the toolbar and pick the tag.
• Automatically — with a Remove Tag step in an automation, or through the API.
• By deleting the tag entirely — deleting a tag from the Tags page removes it from every contact. See Deleting a tag for details.

Removing a tag from a contact does not affect the tag itself — it continues to exist and remains applied to any other contacts that have it.

Tags in automations

Tags are the main way to start an automation for a specific contact at a moment you choose. The Tag Added trigger enrols a contact the moment the chosen tag is applied — by hand, by another automation, or via the API.

1. Navigate to Automations → New Automation.
2. Choose the Tag Added trigger and select the tag.
3. Add your steps — for example a Send Email, a Wait, and a Condition that checks the contact's tags before a second email.
4. Activate the automation. From now on, tagging a contact starts the sequence for them.