Tags are simple labels you attach to contacts to categorize, filter, and segment your audience inside Aesthetix CRM. A clean, consistent tag library powers everything downstream: targeted campaigns, smart lists, automation triggers, and reporting. When tags are well organized, you can find the right people in seconds. When they sprawl into duplicates and typos, your segments break and your automations misfire. This guide walks you through creating, editing, and deleting tags from Settings > Tags, plus best practices for keeping your tag library tidy.
Build your tag library from the Tags settings so every label is available across the CRM.
Step 1: Navigate to Settings from the main menu.
Step 2: Click on Tags.
Step 3: Click New Tag to start creating a new tag.
Step 4: Enter a name for your new tag in the Tag Name field.
Step 5: Click Create to add the tag.
Once created, the tag is available everywhere you work with contacts, so you can apply it to records, campaigns, and conversations to segment your audience and personalize communications.
Keep your classifications accurate by renaming tags as your processes evolve. Renaming a tag updates it everywhere it is already applied, so you don't lose any existing segmentation.
Step 1: Click on Settings.
Step 2: Click on Tags.
Step 3: Search for the tag you want to edit by typing its name.
Step 4: Once you find the tag, click the three dots next to it.
Step 5: Click Edit from the dropdown menu.
Step 6: Modify the tag name as needed.
Step 7: Click Update to save your changes.
Remove outdated or duplicate tags to keep your library clean. Deleting a tag removes it from your library and from any contacts it was applied to, so confirm you no longer need it before deleting.
Step 1: Click on Settings.
Step 2: Click on Tags.
Step 3: Search for the tag you want to delete.
Step 4: Select the tag you want to delete, then click the three dots next to it.
Step 5: Click Delete from the dropdown menu.
Step 6: Click Confirm to finalize the deletion.
Good tag hygiene keeps your segments reliable and your automations firing on the right people.
Adopt a naming convention. Decide on a consistent format up front (for example, lowercase with hyphens, or a prefix like lead- or service-) so related tags group together and stay easy to find.
Avoid duplicates. Before creating a new tag, search the existing library. Near-duplicates like vip and VIP-client split your audience and weaken your segments.
Use prefixes to group tags. Prefixes such as source-, interest-, or status- make large libraries scannable and keep related tags together.
Audit regularly. Periodically review your tag library and delete or rename anything outdated, misspelled, or no longer in use.
Keep the list lean. Fewer, well-defined tags are easier to maintain and segment on than hundreds of one-off labels.
Will renaming a tag affect contacts it's already applied to? No. Renaming updates the tag everywhere it appears, so contacts keep the tag under its new name.
What happens to contacts when I delete a tag? The tag is removed from your library and from every contact it was applied to. Any smart lists or automations that rely on that tag will no longer match those contacts, so review your segments before deleting.
Can I apply tags to many contacts at once? Yes. You can tag contacts in bulk directly from the Contacts area. See the Contacts collection for step-by-step bulk tagging instructions.
Can I tag someone while messaging them? Yes. You can add tags to a contact from within a conversation. See the Inbox collection for details on tagging from the Inbox.
