Tags and custom fields
#Tags
A tag is a label you put on a contact. Tags are the simplest way to group people: by interest, campaign, stage or anything else.
Good tags are short, lowercase and consistent: vip, price-asked, site-visit-done, diwali-2026.
#Add tags to one contact
Open the contact's profile and type in the tags box. Pick an existing tag, or type a new one to create it.
#Add tags to many contacts
- Tick the contacts on the Contacts page, or tick the header box to select the whole page.
- Click Add Tags, choose or create tags, then click Apply.
#Manage tags
Open Manage Tags to create, rename (double-click a tag) or delete tags. Deleting a tag removes it from every contact; the contacts themselves stay.
Tags can also be added automatically. A flow can tag people who click a button, and the Tag Added trigger can start a follow-up when a tag is applied.
#Custom fields
Custom fields store details Nexora doesn't have by default, like Budget, Course, Property type or Date of birth.
- Open Manage Custom Fields from the Contacts page.
- Click Add Custom Field, enter the Field Name and choose the type (for example text, number, date or a list of options).
- Click Save. The field appears on every contact's profile, in imports and in segment rules.
You can use custom fields to personalise messages, and as conditions in segments.