🏷️ 1. Accessing Tag Management
Step 1 – Log into Velocity 360
Ensure you have logged into your Velocity 360 account with the necessary administrative permissions to access the account settings.
Step 2 – Navigate to Settings
Using the left side navigation panel, click on the Settings tab.
Important Note:
If you do not see the Settings tab, you may not have the required user permissions. Please skip this step and contact your account administrator.
Image: Locating the Settings menu item.
Step 3 – Open the Tags Tab
Within the Settings panel that appears on the left, click on the Tags tab.
Image: Tags setting tab location.
➕ 2. Creating a New Tag
Step 4 – Click '+ New Tag'
On the right side of the main Tags page, click the prominent + New Tag button to open the creation modal.
Image: Location of the New Tag button.
Step 5 – Name and Create the Tag
In the popup window, decide on a descriptive name for your tag (e.g., 'Lead-High-Value', 'Customer-Tier-A', 'Event-Attendee-2025'). Once entered, click the Create button at the bottom of the modal to finalize the new tag.
Image: Creating a new tag with a broad name/topic.
✍️ 3. Applying and Editing Tags
Step 6 – Applying Tags to Contacts
Once created, your new tag can be applied manually to individual contacts or automatically through Workflows and Bulk Actions. Tags are key to segmenting your audience for targeted campaigns.
Best Practice Tip:
Keep your tag structure organized. Avoid creating duplicate or overly similar tags, as this can make your automation and reporting complicated.
Step 7 – Editing or Deleting Existing Tags
To manage existing tags, return to the Tags list in Settings. You can click on any tag name to rename it, or use the corresponding action menu (often three dots ...) to access options like editing or deleting the tag. Deleting a tag will remove it from all associated contacts.
Created/Updated Date 12/05/25 User Gemini