Tags

Tags are simple labels you attach to contacts: VIP, webinar-june, interested-course-a. They’re the fastest way to organize your list, and they power the most useful mechanics in Nybero — tag-based segments, the Tag added automation trigger, and targeted campaigns.

A tag exists once per workspace and can be attached to any number of contacts. A contact can carry any number of tags.

Creating tags

You rarely need a separate “create tag” step — tags are created on the fly wherever you assign them. Still, there are two explicit places:

• Contacts page → Manage tags — opens a panel where you can add new tags and see (or delete) all existing ones.
• Inline while assigning — in the tag picker on any contact row, type a name that doesn’t exist yet and choose + Create and assign ”…”.

Tag names must be unique per workspace.

Assigning tags

• Manually, in the contact list — click + Tag in a contact’s Tags column. Search existing tags or type a new one; press Enter or click to assign. Click the × on a tag chip to remove it from that contact (the tag itself keeps existing).
• Via automation step — the Add tag step in the automation builder tags the contact as they move through a flow (and Remove tag does the opposite). This is how you tag at scale: quiz results, webinar registrations, link clicks, keyword replies.
• Via opt-in tools and integrations — the website opt-in widget lets you define tags under Apply Nybero tags on opt-in (applied when the contact verifies). Leads arriving through inbound webhooks are tagged by attaching an automation to the Webhook received trigger with an Add tag step. Likewise, combine an opt-in link with a Keyword inbound automation whose first step is Add tag to tag every signup by source.

Assigning a tag also fires the Tag added automation trigger — so a tag can start a flow, not just record a state.

Filtering and segmenting by tag

• Contact list — use the All tags dropdown on the Contacts page to show only contacts with a given tag.
• Segments — add a condition with the field Tag and the operator has tag or doesn’t have tag. Combine several tag conditions (and other fields) for precise audiences. See Segments.
• Automations — the Condition step can branch on whether a contact has a tag, e.g. “if has tag customer, skip the sales pitch”.

Deleting tags

In Manage tags, click the × on a tag to delete it workspace-wide. The tag is removed from every contact that carried it; the contacts themselves are untouched. Deleting a tag can change who matches your tag-based segments, so double-check segments that reference it first.

Note

Nybero tags and ActiveCampaign tags are two separate systems. Native Nybero tags live inside Nybero and are what this page describes. If you use the ActiveCampaign integration, your AC tags are managed in ActiveCampaign and are not the same list. In particular, the automation step Add tag only adds a native Nybero tag — it never touches ActiveCampaign. To push a tag to ActiveCampaign, use the dedicated AC tag automation step, or the Assign ActiveCampaign tags on opt-in setting in the opt-in widget. Wherever both appear side by side (e.g. in the widget setup), Nybero tags and AC tags are configured in separate fields.

Worked example: a “VIP” campaign

Boutique owner Sara wants to give her 30 best customers early access to the seasonal sale.

1. On Contacts, she searches each top customer and clicks + Tag on their row, typing VIP — on the first contact she picks + Create and assign “VIP”, after that the tag appears in the picker.
2. For future customers she doesn’t want manual work, so in her post-purchase automation she adds a Condition (“total orders is at least 5”) that leads to an Add tag step with VIP.
3. She creates a segment VIPs (reachable): Tag has tag VIP AND Opt-in status is Confirmed.
4. Two days before the public sale she sends a campaign with her approved early-access template to the segment VIPs (reachable).
5. During the sale she filters the contact list by the VIP tag to keep an eye on who replied, and answers personally from the Inbox.

Because the tag also fires the Tag added trigger, she later attaches a small automation to it: every newly minted VIP automatically receives a thank-you message with a discount code.