Tagging contacts with badges provides a flexible way to segment your contacts into groups. You are able to create unlimited badges and assign unlimited badges to each contact. Badges can be easily used when building lists and reporting for filtering.


To assign a badge to a contact:

  1. Click on Contacts in the left menu.
  2. From the contact list, search for the contact you wish to view or edit.
  3. Click on the contact's name to navigate to the contact's detail page.
  4. Click on Edit Badges. Search for the badge, or type in a new name to create a new badge.
  5. Select the badge(s) you wish to apply.