Zavon

Contacts and tags

Overview

Tags label your contacts: Mentor, Alumni, Volunteer. Communications and programme teams add them by hand, let a workflow add them when someone completes it, and use them to start the next workflow. Reach keeps who added each tag, when and why.

Tag contacts

  1. Find the contacts

    In the sidebar, under People, choose Contacts. Search by name, email or phone, or filter by tag.

  2. Tag several at once

    Tick the contacts, choose the Tag to apply and choose Add tag, or Remove tag. A contact who already has the tag is not tagged again.

  3. Tag one contact

    Open a contact to see each tag, who added it and when, and its Tag history. Add tag there adds a tag, or creates one as you type.

  4. Manage your tags

    Under Setup, choose Tags to create, rename, recolour or delete tags, and see how many contacts carry each.

Tag from a workflow

  1. When someone completes it

    On the workflow’s Basics, On completion, tag contacts with… tags everyone who completes the workflow.

  2. As a step

    Add a Tag step: Add tag, Remove tag or Contact has tag. For Contact has tag, choose what happens Otherwise: End the workflow for this contact, or skip to a later step.

Start a workflow from a tag

  1. Choose the trigger

    On the workflow’s Basics, choose the Trigger Tag added to a contact, then the tag.

  2. Once per person

    Tick Once per person for something that should happen to each contact only once, such as onboarding.

The New workflow screen on its Basics step: Name, Event or Date, Subject, Trigger, Once per person, Code and Description
A workflow’s Basics step, where its trigger is chosen. Shown with a fictional organisation.

Good to know

A tag added to someone who already has it changes nothing and starts nothing, and a workflow never starts itself from a tag it added. Renaming a tag updates every workflow that uses it. Deleting a tag removes it from every contact; the history keeps its name. For workflows, see Create your first workflow.