Skip to content

Contacts and tags

Reviewed on 5 October 2026
On this page

Each purchase, each lead and each booking creates its contact without you doing anything. With tags you group them, for example by interest or by the event where you met them. Then you write only to that group.

Create a tag

  1. 1. In Contacts, click Tags.
  2. 2. Click New tag and type the Tag name.
  3. 3. Click Create tag.

Tag several contacts

  1. 1. In Contacts, filter the list or tick the contacts.
  2. 2. Click Tag.
  3. 3. Choose the tags and click Add.

What happens next

The contacts carry the tag in their row and on their page. You can filter the list by it and choose it in a broadcast's segment.

Keep in mind

  • If a contact already exists, a new purchase does not duplicate it. It adds to their history.
  • OnBio adds and removes product tags according to each person's access.
  • To tag every contact of a filter, click Select every contact in the filter.
  • If you reach your plan's contact limit, new ones are still saved.

Was this helpful?

Need to talk to us?

If you didn't find what you were looking for, write to us. We reply within two working days.