How to Add Tags to Contacts

Tags are a simple way to organize your contacts and make follow-up easier. Whether you want to group customers by their skincare line, track warm leads, or organize your team, tags help you quickly find the right people when you need them.

Video Tutorial:

Tags can be customized to fit your business. Some common examples include:

• Skincare product users (Miracle Set, Volu-Firm, ClearProof etc.)

• Leads

• Warm Chats

• Referrals

• Director Candidates

Using tags makes it easy to filter your contacts, create targeted contact lists, and communicate with specific groups.

Note: Customers and Consultants are synced from Mary Kay InTouch® and are automatically added to your VipeCloud contacts with the PS Customer and PS Unit contact lists. The sync occurs each evening. Tags are an additional way to organize those contacts beyond the automatic contact list.

Before you can assign a tag to a contact, you'll need to create it.

1. Click Contacts from the left menu.

2. Open any contact.

3. Under Details, click the Edit (pencil) icon.

4. Select Choose Tags.

5. Click Manage Tags.

6. Click Add New Tag.

7. Enter the name of your tag.

8. Repeat for any additional tags you'd like to create.

Tip: Consider creating the tags you think you'll use in the future so they're ready whenever you need them.

Once your tags are created:

1. Open Contacts.

2. Select the contact you want to update.

3. Click the Edit (pencil) icon under Details.

4. Select Choose Tags.

5. Choose one or more tags.

6. Click Edit & Reload (or Edit, depending on your screen).

The selected tag(s) will now appear in the contact's Details section.

You can also assign tags from the VibeCloud mobile app.

1. Open the contact.

2. Tap the Edit (pencil) icon under Details.

3. Tap Choose Tags.

4. Select the appropriate tag(s).

5. Tap Edit to save.

The assigned tags will immediately appear on the contact record.

Once contacts have tags assigned, you can quickly find everyone with the same tag.

1. Go to Contacts.

2. Click Add Filter.

3. Name your filter.

4. Set:

   • Field: Tag

   • Condition: Includes

   • Value: Your desired tag (for example, Miracle Set Customer)

5. Save the filter.

Your filtered contact view will appear in the Contacts section and will automatically display contacts with that tag.

After filtering by a tag, you can select those contacts and create a contact list (segment).

This allows you to:

• Send group text messages

• Send emails

• Follow up with a specific audience

• Keep your customer communication organized

• Create tags that match the way you naturally organize your business.

• Keep tag names consistent and easy to understand.

• Use tags for ongoing categories (such as product users or lead types).

• Combine tags with filters and contact lists for faster follow-up and targeted communication.

Using tags consistently can make it much easier to organize your contacts and quickly reach the right people when it's time to follow up.