What are household tags?
Tags are labels you apply to client and prospect records. Unlike tiers (which indicate service level), tags are flexible categories for any grouping you need:- Demographics — Retiree, Business owner, Young family
- Services — Financial planning client, Tax client, Insurance only
- Status — Review due, Needs attention, VIP
- Source — Referral, Seminar attendee, Website lead
- Interests — ESG investing, Real estate, Charitable giving
View existing tags
1
Go to settings
Navigate to Settings → Company.
2
Click Household tags
Click Household tags in the menu.
3
View tags
See all tags with usage counts.
Create a tag
1
Go to household tags
Navigate to Settings → Company → Household tags.
2
Click Create tag
Click the Create tag button.
3
Enter name
Type the tag name.
4
Choose color
Select a color for visual identification.
5
Add description
Optionally describe when to use this tag.
6
Save
Click Save to create the tag.
Tag properties
| Property | Description |
|---|---|
| Name | Display name (e.g., “Annual review due”) |
| Color | Visual identifier in lists and records |
| Description | Usage guidance for your team |
Apply tags to households
On a client record
1
Open client
Navigate to the client or prospect.
2
Find tags section
Locate the tags area on the record.
3
Click Add tag
Click Add tag or the + icon.
4
Select tags
Choose from existing tags or create new.
Bulk tagging
Tag multiple households at once:1
Select households
In the clients/prospects list, select multiple records.
2
Click Bulk update
Click Bulk update in the action bar.
3
Choose Add tag
Select Add tag action.
4
Select tag
Choose which tag to apply.
5
Apply
Tag is added to all selected records.
Remove tags
From a single record
1
Open the record
Navigate to the client/prospect.
2
Find the tag
Locate the tag in the tags section.
3
Click X
Click the X on the tag to remove it.
Bulk removal
1
Select households
Select records with the tag.
2
Bulk update
Click Bulk update → Remove tag.
3
Select tag
Choose which tag to remove.
4
Apply
Tag is removed from selected records.
Filter by tags
In the clients list
1
Go to Clients
Navigate to your clients list.
2
Open filters
Click Filter.
3
Select tag filter
Choose Tags and select tags to filter by.
4
Apply
List shows only tagged households.
Filter logic
When filtering by multiple tags:- Any of — Shows records with ANY selected tag
- All of — Shows records with ALL selected tags
- None of — Excludes records with selected tags
Edit tags
1
Go to household tags
Navigate to tag settings.
2
Find the tag
Locate the tag to edit.
3
Click Edit
Click the edit icon.
4
Make changes
Update name, color, or description.
5
Save
Changes apply everywhere the tag is used.
Delete tags
1
Go to household tags
Navigate to tag settings.
2
Find the tag
Locate the tag to delete.
3
Click Delete
Click the delete icon.
4
Confirm
The tag is removed from all records.
Use tags in automations
Workflow triggers
Trigger workflows based on tags:- When tag is added → Run workflow
- When tag is removed → Run workflow
Sequence enrollment
Use tags to manage sequences:- Add tag to enroll in sequence
- Remove tag when sequence completes
Tag-based filtering
Use tags in workflow conditions:- Only run for households with specific tags
- Skip households with exclusion tags
Tag best practices
Naming conventions
Use clear, consistent names:- ✓ “Annual review due” — Clear meaning
- ✓ “Referral source” — Descriptive
- ✗ “AR” — Too cryptic
- ✗ “Tag 1” — Meaningless
Color coding
Use colors meaningfully:| Color | Suggested use |
|---|---|
| Red | Needs attention, urgent |
| Yellow | Pending, in progress |
| Green | Complete, positive status |
| Blue | Informational |
| Gray | Neutral categorization |
Tag hygiene
Maintain clean tags:- Review tag usage quarterly
- Delete unused tags
- Merge similar tags
- Document tag purposes
Avoid over-tagging
Too many tags reduce usefulness:- Each tag should serve a purpose
- If you filter by it, it’s useful
- If no one uses it, delete it
Tags vs other categorization
| Method | Best for |
|---|---|
| Tiers | Service level (A/B/C/D) |
| Tags | Flexible categorization |
| Custom fields | Structured data |
| Segments | Dynamic groupings |
Common tag systems
By service type
- Financial planning
- Investment management
- Tax preparation
- Insurance
- Estate planning
By client lifecycle
- New client
- Onboarding
- Active
- At risk
- Inactive
By review status
- Review scheduled
- Review due
- Review overdue
- Review complete
By marketing
- Newsletter subscriber
- Event attendee
- Referral source
- Do not contact
Troubleshooting
Tag not appearing
Check:- Tag is created in settings
- You’re looking at the right book
- Filter isn’t hiding tagged records
Can’t delete tag
Verify:- You have admin permissions
- Tag isn’t protected
- No active automations depend on it