Tags

Tags in Flovoo help you organize contacts into clear groups, instead of searching for them one by one.

Owners and Admins create tags from Settings, then the whole team uses them to tag contacts from the chat or the Contacts page, and filter them later.

The Tags Page

Go to Settings → Tags. The page shows all tags in the workspace, with the number of contacts that have each tag.

Create a New Tag

To create a tag:

1. 1
   Click Add Tag.
2. 2
   Enter the tag name in the Tag Name field.
3. 3
   Choose a color from Tag Color if you want.
4. 4
   Click Add Tag.

The tag appears on the page right away, and in all tag selection lists.

For example, you can create a VIP tag for top customers, and a New Lead tag for new customers.

• A tag name must be unique in the workspace, and no longer than 30 characters.
• If you do not choose a color, the tag is saved with the default color.

Edit a Tag

To edit a tag's name or color, click the ⋮ menu next to the tag, then select Edit. Your changes appear right away on all contacts that have the tag.

Reorder Tags

You can reorder tags so the most used ones appear first:

1. 1
   Hover over the tag until the drag icon ⠿ appears.
2. 2
   Click and hold the icon, and drag the tag to its new position.
3. 3
   Release the tag.

The order is saved automatically, and appears in all tag selection lists, such as the contact details in the chat and the Add Contact form.

Delete a Tag

To delete a tag, click the ⋮ menu next to the tag, select Delete, and confirm.

Add Tags to Contacts

All members can add tags to contacts or remove them from:

• Contact details: In the chat or on the Contacts page. You can also create a new tag directly from here.
• Add or Edit Contact form: To choose from existing tags.
• Bulk actions: To add tags to several contacts at once, without removing their current tags.

To learn more, see Managing Contacts.

Frequently Asked Questions