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Tags & Tag Groups

The Tags module allows administrators to define and manage categorical labels (tags) for entities that are configured as taggable (e.g., Customers, Subscribers).

Tag Groups​

Tag Groups organize related tags so they can be used on specific entities.

Tag Groups

Visit Entity Configuration to learn how to assign tag groups to specific entities.

Tags​

Tags are the individual labels assigned to entities. Tags must belong to a defined Tag Group.

Tags Grid

You can manage tags via the Manage Tags page. From here, you can create, filter, edit, or delete tags.

Each tag includes:

  • Name – The visible label (e.g., Technology & SaaS).
  • Code – A unique identifier or short code for the tag.
  • Tag Group – The group to which the tag belongs (must exist).
  • Icon – (Optional) Name of an icon (e.g., from Bootstrap Icons) to visually represent the tag.
  • Color – A color assigned to the tag (used in UI highlighting).
  • Photo – (Optional) An image that can be associated with the tag.

Editing a Tag​

Click the pencil icon to edit a tag. You will see the tag form as shown below:

Edit Tag

After editing the fields, click Save to update the tag.

Best Practices
  • Use Tag Groups to keep tag usage consistent across entities.
  • Limit the number of allowed tags to prevent clutter.
  • Use tag icons and colors to improve visual recognition in UIs.
  • Enable "Allow New Tags" only when user-generated tags are desired.