How do I manage contact tags and list membership in Whippy?

Manage contact tags and list membership to organize contacts and keep reusable audiences accurate.

Before you start

• Confirm the tag or list already exists, or create it before applying it to contacts.

• Decide whether you are updating one contact or many contacts.

• Review contact permissions if tag or list actions are unavailable.

Steps

1. Open Contacts.

2. Search for and open an individual contact, or select multiple contacts from the table.

3. Find the tag or list controls available for the selected contact or audience.

4. Add the tag or list membership you want to apply.

5. Remove any tag or list membership that should no longer apply.

6. Confirm the contact details or selected audience show the expected tags and lists.

7. Use filters or segments when you need to review contacts by tag or list membership.

Tips

• Use tags for lightweight labels such as status, source, or preference.

• Use lists for reusable grouped audiences.

• Search existing tags before creating a new one to avoid duplicates.

• Review tags and list membership before adding contacts to campaigns or sequences.

Troubleshooting

• If a tag is missing, confirm it exists in Settings > Tags.

• If a list is missing, confirm the list exists and the user has access.

• If contacts were added to the wrong tag or list, remove the incorrect membership and apply the correct one.

• If bulk changes removed existing values, confirm whether an overwrite action was used.