How to Add Tags to Contacts

Cohere’s Tags feature helps creators organize and group their contacts based on shared traits — such as service types, specific lists or interests.
Using tags makes it easy to personalize communication, track engagement, and trigger automated emails or sequences for specific client groups.

This guide will walk you through the steps to add tags to your contacts in Cohere.

💡 Tip: Tags are automatically applied to contacts when they join a service, lead magnet, or email sequence, but you can also manually create and assign them anytime for better organization and automation.

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How to Add Tags

Step 1: Go to Tags

From your Business Dashboard, click Contacts, then select Tags from the submenu.

Step 2: Create a New Tag

Click the Create New Tag button to start creating a tag.

Step 3: Add Tag Details

A pop-up window will appear where you can:

• Enter a Tag Name that clearly describes the group (for example: “Wellness Clients,” “Leadership Program,” or “Leads – March 2025”).

• Click Add and View Contacts to select which contacts should be associated with this tag.

Once you’ve selected your contacts, click Add to save your tag.

🎉 Your new tag has now been created and applied to the selected contacts!

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💡 Need help?
If you get stuck or have questions, our team is here for you! Reach us anytime at [e-mail], and we’ll get back to you quickly. 🚀