Custom Tag Creation
Create tags with custom names and colors. Organize tags into categories. Build a tagging system that matches your sales process, customer journey, or business model.
Feature
Contact Tagging & Organization
Tag contacts by source, interest, stage, or any criteria. Filter tagged segments for targeted campaigns. Keep your audience organized and your messaging relevant.
Why Contact Tagging Matters
Tags turn messy contact lists into organized, targetable segments. Send the right message to the right people every time.
Unlimited Organization
Create unlimited custom tags for any criteria: lead source, product interest, sales stage, location, behavior. Organize contacts the way your business thinks about them.
Precise Targeting
Filter campaigns by tags to reach specific audiences. Send hot leads one message, nurture prospects another. Stop wasting sends on irrelevant contacts.
Multi-Tag Flexibility
Apply multiple tags per contact. Someone can be 'Hot Lead' + 'Solar Interest' + 'Florida' + 'Referred'. Combine tags for laser-focused segmentation.
Track Performance by Tag
See campaign performance by tag. Which tags convert best? Which need better messaging? Data-driven decisions start with organized data.
Complete Tagging Features
Everything you need to organize and target your audience effectively.
Easy Tag Assignment
Tag contacts during import, manually one-by-one, or in bulk. Apply tags automatically via API or CRM integrations. Remove tags just as easily when they're no longer relevant.
Advanced Tag Filtering
Filter contacts by single tags or combinations. Use AND/OR logic for complex segments. Find contacts tagged 'Hot Lead' AND 'Solar Interest' but NOT 'Contacted This Week'.
Tag-Based Campaign Targeting
Select tags when launching campaigns. Send to one tag, multiple tags, or tag combinations. Exclude specific tags to prevent over-messaging. Precise control over who receives what.
Automated Tagging via Workflows
Add or remove tags automatically based on campaign engagement. Tag openers, clickers, responders, or non-responders. Workflows keep tags current without manual work.
Tag Analytics
See contact counts per tag. Track tag growth over time. Analyze campaign performance by tag. Understand which segments perform best and why.
API Tag Management
Add, remove, or query tags via API. Sync tagging with your CRM or custom systems. Maintain consistent tagging across platforms programmatically.
Tag from Inbox Conversations
Tag contacts directly from the shared inbox based on conversation content or quality. 'Hot Lead,' 'Support Issue,' 'Ready to Buy.' Capture intent in real-time.
Export by Tag
Export contact lists filtered by tags. Backup specific segments. Share tagged lists with sales reps or partners. CSV exports include all tags per contact.
Stop sending generic messages to everyone
Tag your contacts, segment your audience, and send targeted campaigns that actually resonate. Better targeting means better results.
Smart Tagging Strategies
Proven approaches for organizing contacts with tags that drive results.
Sales Funnel Stages
Tag contacts by sales stage: New Lead, Qualified, Demo Scheduled, Proposal Sent, Negotiating, Closed Won, Closed Lost. Move tags as contacts progress. Always know where everyone stands.
Lead Source Tracking
Tag by where leads came from: Website Form, Referral, Trade Show, Facebook Ad, Google Search, Partner. Track which sources convert best. Allocate budget to winning channels.
Interest & Intent Signals
Tag based on expressed interest: Product A, Product B, Service Tier, Price Range. Tag engagement signals: Opened 3+ Campaigns, Clicked Link, Replied to SMS. Target high-intent contacts first.
Geographic Segmentation
Tag by location: State, City, Region, Territory. Send location-specific offers or events. Assign sales reps based on territory tags. Respect state-specific compliance via location tags.
Lifecycle & Timing Tags
Tag time-sensitive attributes: Contract Renewal Q1, Follow-Up This Week, Last Contact 30+ Days Ago. Trigger timely outreach based on lifecycle tags.
Customer Type Classification
Tag customer characteristics: Small Business, Enterprise, Individual, Nonprofit, Government. Tailor messaging, pricing, and follow-up cadence to customer type.
Organize once, target forever
Invest time in proper tagging now, reap the benefits of precise targeting in every campaign. Drop Cowboy makes tagging fast and flexible.
Contact Tagging vs Manual Lists
Why tagging beats maintaining separate lists for every segment.
Advanced Tagging Use Cases
How businesses use Drop Cowboy's tagging to scale personalized outreach.
Engagement Scoring
Tag contacts based on engagement level: Cold (no opens), Warm (opened 1-2), Hot (opened 3+, clicked, or replied). Send different follow-up cadences to each tier.
Campaign Response Tagging
After each campaign, tag responders, openers, and non-openers automatically. Build follow-up campaigns for each group. Re-engage cold contacts with different messaging.
Account-Based Marketing (ABM)
Tag all contacts from target accounts: Acme Corp, Beta Industries. Coordinate multi-touch campaigns across all contacts at the account. Track account-level engagement.
Re-Engagement Campaigns
Tag contacts who haven't engaged in 90+ days. Launch re-engagement campaigns to 'Inactive' tags. Remove non-responders from active campaigns to protect deliverability.
Revenue & Value Segmentation
Tag by customer value: High Value ($10K+), Medium Value ($1K-$10K), Low Value (<$1K). Prioritize high-value segment follow-up. Tailor offers to value tier.
Support & Service Tags
Tag contacts who've had support issues, refunds, or complaints. Exclude from aggressive sales campaigns. Send service recovery or loyalty offers instead.
Ready to organize your contacts?
Start tagging today and unlock the power of precise, targeted campaigns. Drop Cowboy makes audience organization simple and scalable.
Tagging Best Practices
Tips for building a tagging system that scales with your business.
Plan Your Tag Taxonomy
Define tag categories before you start: Lead Source, Sales Stage, Interest, Location, Engagement. Consistent naming conventions prevent tag sprawl and confusion.
Keep Tags Clean
Regularly audit and merge duplicate tags. Archive unused tags. Remove tags that are no longer relevant. A clean tag list is easier to use and more effective.
Use Color Coding
Assign colors to tag categories or priorities. Hot Leads = Red, Nurture = Yellow, Customer = Green. Visual scanning makes contact profiles easier to understand at a glance.
Automate Tag Assignment
Use workflows to add/remove tags automatically based on behavior. Tag openers, clickers, and responders without manual work. Automation keeps tags current.
Learn moreDocument Tag Meanings
Write internal documentation explaining what each tag means and when to use it. Train team members on tagging conventions. Consistency across users is critical.
Monitor Tag Performance
Track campaign metrics by tag. Which tags have the best open rates? Which convert most? Double down on high-performing segments, refine messaging for low performers.
Start building your tagging system today
Drop Cowboy's contact tagging gives you unlimited flexibility to organize, segment, and target your audience. Sign up and start tagging in minutes.
Contact Tagging FAQ
Common questions about organizing and tagging contacts in Drop Cowboy
Drop Cowboy supports unlimited custom tags. Create as many tags as you need to organize your contacts effectively. There are no limits on tag count, tag names, or tags per contact.
Yes. Drop Cowboy contacts can have unlimited tags applied simultaneously. A contact might be tagged 'Hot Lead' + 'Product A Interest' + 'Florida' + 'Referred' all at once. Combine multiple tags to build precise segments.
Add tags during CSV import, manually in individual contact profiles, or in bulk by selecting multiple contacts. You can also add tags automatically via workflows, API calls, or CRM integrations. Remove tags the same way.
Yes. Drop Cowboy lets you filter by single tags or combinations using AND/OR logic. Send to contacts tagged 'Hot Lead' AND 'Solar Interest,' or to 'Product A' OR 'Product B.' Exclude tags to prevent messaging certain segments.
When creating a campaign, select which tags to target. Choose one tag, multiple tags, or tag combinations. You can also exclude specific tags. Drop Cowboy sends only to contacts matching your tag criteria.
Yes. Drop Cowboy's workflow automation can add or remove tags based on campaign behavior. Automatically tag openers as 'Engaged,' non-openers as 'Needs Follow-Up,' or responders as 'Hot Lead.' Tags stay current without manual updates.
Lists are groups of contacts typically used for specific campaigns. Tags are flexible labels you apply to contacts for organization and segmentation. One contact can have many tags but belongs to specific lists. Tags provide more granular, multi-dimensional organization than lists alone.
Yes. Drop Cowboy's analytics show performance metrics segmented by tag. See open rates, response rates, and conversions for each tag. Identify which segments perform best and optimize messaging accordingly.
No. Tags are internal organization tools visible only to your team. Contacts never see the tags applied to them. Use tags freely for internal classification without customer-facing concerns.
Yes. Drop Cowboy lets you export CSV files of contacts filtered by any tag or tag combination. Exports include all contact fields and all applied tags. Perfect for backup, sharing with sales teams, or analysis.
Drop Cowboy's API supports adding, removing, and querying tags programmatically. Sync tagging with your CRM or custom systems. Maintain consistent tagging across platforms. See API documentation for tag management endpoints.
When you delete a tag in Drop Cowboy, it's removed from all contacts who had it. Historical campaign data referencing that tag remains for reporting purposes. Consider archiving tags instead of deleting if you might need historical data.