Tags Menu

Common uses for tags

Tags are commonly used to:

• Track progress inside flows (e.g. started_flow, completed_form)
• Segment contacts (e.g. lead, customer, vip)
• Prevent duplicate actions (e.g. entering the same campaign twice)
• Control logic in Condition Nodes

Defining tags for your business

Tags are fully customizable and should be defined based on your business needs and workflows.

Each business may require different tags depending on:

• Campaign structure
• Sales funnel stages
• Educational or content flows
• Support and follow-up logic

All tags are created and managed from the Tags menu.

This menu acts as the central place to define, organize, and maintain your tagging system.

Organizing tags using folders

To keep your tag system clean and scalable, Elpidan allows you to organize tags into folders.

Folders help you group related tags based on their purpose, such as:

• Campaign tags
• Purchase behavior
• Form submissions
• Course or product categories

Creating a Tag folder

To create a new folder:

Hover over the Folders section in the left panel
Click the plus (+) icon that appears
Enter a name for the folder
Confirm to create the folder

 Create Tags

To create a new tag, use the Add Tag button in the Tags menu.
Enter a name for the tag
Select the appropriate folder (category)
Save the tag

All tags are created and managed directly from the Tags menu, allowing you to organize and maintain your tagging system in one place.

Assigning Tags to Contacts (automatically or manually)

Tags can be assigned to contacts in two ways: automatically or manually.

Assigning Tags Automatically (using flows)

Tags are most commonly assigned automatically inside flows using the Action Node inside the Flow Builder

With Action Nodes, you can:

• Add a tag when a condition is met
• Remove a tag when the contact’s state changes

Example:

• Add tag qualified_lead
• Remove tag new_lead

This keeps automation logic clean, predictable, and scalable.

Assigning Tags Manually (from the Inbox)

You can also add or remove tags manually from the Inbox Menu.

To do this:

Open a conversation in the Inbox
Go to the Contact Details & Management Panel (right column)
Add or remove tags as needed

Manual tagging is useful for:

• Support interactions
• One-off corrections
• Sales or follow-up decisions

👉Related guide: Inbox Contact Management

Tag best practices

• Use tags only for yes/no or state-based information
• Do not store numeric or variable data in tags
• Avoid creating too many similar or overlapping tags
• Group tags into folders based on purpose
• Document tag meanings for your team

For logic-heavy workflows, combine tags with Custom Fields.