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Tags are labels you apply to contacts to categorize, segment, and filter them. They are one of the most versatile tools in the HoopAI Platform — used in automations, smart lists, custom reports, and bulk actions.

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Accessing tags

Go to Settings in the left sidebar, then select Tags.

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Managing tags

The Tags settings page shows all tags that exist in your account. From here you can:
  • View all tags — see every tag along with how many contacts currently have it applied
  • Create tags — add new tags by clicking Add Tag and entering a name
  • Rename tags — click the edit icon next to a tag to change its name (this updates it everywhere it is used)
  • Delete tags — remove tags that are no longer needed (contacts that had the tag will have it removed)

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Applying tags to contacts

Tags can be applied to contacts in several ways:
  • Manually — open a contact record, click the Tags field, and type or select a tag
  • In bulk — select multiple contacts in the Contacts list and use Bulk Actions → Add Tag
  • Via automations — use the “Add Tag” action in a workflow to automatically tag contacts based on behavior or triggers
  • Via forms and surveys — configure a form to automatically apply a tag when submitted

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Using tags in automations

Tags are powerful automation triggers and conditions:
  • Trigger: Start a workflow when a tag is added to a contact
  • Condition: Branch a workflow based on whether a contact has (or doesn’t have) a specific tag
  • Action: Add or remove a tag as part of an automation sequence

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Using tags for segmentation

In the Contacts tab, filter by one or more tags to build targeted lists. For example:
  • Contacts tagged hot-lead who haven’t been contacted in 7 days
  • Contacts tagged customer but not churned
  • Contacts tagged webinar-attendee for post-event follow-up
Save these filtered views as Smart Lists for reuse.
Establish a tag naming convention with your team before creating many tags. Consistent, lowercase hyphenated names (e.g. hot-lead, past-customer, referral-source) are easier to manage at scale than ad-hoc capitalization styles.
Last modified on March 4, 2026