Tags

Tags are labels you attach to contacts. They drive campaign targeting, task board population, and help you segment your book of business. There are two kinds: static (simple labels you assign manually) and dynamic (smart filters that auto-assign contacts based on conditions you define).

Getting there

Open Tags from the main admin area. You’ll see all your tags in either a List or Word Cloud view. Click the + button to create a new tag.

You can also view and manage a specific contact’s tags from the Tags panel on any contact record.

Static tags

A static tag is a simple label. You create it, give it a name and description, then manually assign it to contacts.

When to use static tags: Any time you need a human-curated grouping — VIP clients, referral sources, “needs follow-up,” seasonal campaigns, or any category that doesn’t follow a data pattern.

Creating a static tag

1. Click the + button on the Tags admin page.
2. Select the Simple tab (this is the default).
3. Enter a Name and Description.
4. Click Save.

Assigning static tags to contacts

1. Open a contact record.
2. Click the Tags panel at the bottom of the record.
3. Click any tag to add or remove it. Selected tags appear highlighted.
4. Click Save to apply your changes.

Tip

Tags are color-coded automatically based on the name — no configuration needed. Dynamic tags show a Wi-Fi-style icon to distinguish them from static ones.

Dynamic tags

A dynamic tag uses a query to automatically find and tag matching contacts. When the conditions match, contacts are tagged without any manual action. When they stop matching, they’re untagged.

When to use dynamic tags: Any time you need a segment defined by data — “all contacts with an auto policy,” “contacts not contacted in 90+ days,” “commercial clients in Texas,” or “contacts under age 30 with no health policy.” If you can describe the rule, a dynamic tag can enforce it.

Creating a dynamic tag

1. Click the + button on the Tags admin page.
2. Select the Dynamic tab. The dialog expands to show the query builder.
3. Enter a Name and Description.
4. Build your conditions in the query builder (see below).
5. Click Save. The tag enters a Pending state while Traise evaluates contacts against your conditions. This can take a few moments depending on how many contacts you have.

Caution

You cannot save a dynamic tag with invalid or incomplete conditions. The Save button stays disabled until the query is valid.

The query builder

The query builder is a visual tool for defining conditions. Each condition has three parts: a field, an operator, and a value.

Available fields

You can filter on a wide range of contact data:

Category	Fields
Contact info	First Name, Preferred First Name, Last Name, Company Name, Employer Name, Occupation, DOB, Age, Military Status
Co-applicant	Co-Applicant First Name, Preferred First Name, Last Name, Occupation, DOB, Age, Military Status
Address	Type (Physical / Mailing / Previous / Other), County, City, State, Zip Code
Policy	Type (Auto, Home, Health, Life, Commercial, etc.), Company, Enrolled Via, Effective Date, Issue Date, Term Date
Dependents	First Name, Last Name, Relationship, Gender, DOB, Age, Good Student
Referral	Referred On (date), Referred Via
Activity	Length of Service (days), Last Contacted (days)
Tags	Tag Name (match contacts that already have a specific tag)

Operators

Each field type supports different operators:

• Text fields: Equal, Not Equal, Like (contains), Not Like, Is Empty, Is Not Empty
• Number fields: Equal, Not Equal, Less Than, Less Than or Equal To, Greater Than, Greater Than or Equal To, Between
• Date fields: Equal, Not Equal, Less Than, Greater Than, Between
• Select fields: Equal, Not Equal

Building complex conditions

You can combine multiple conditions with AND / OR logic:

• AND — all conditions must be true (e.g., “has auto policy AND lives in Texas”)
• OR — any condition can be true (e.g., “age under 25 OR good student dependent”)

You can also nest groups — an AND group inside an OR group, or vice versa — to build layered logic.

Tip

Start simple. Add one or two conditions, save, and check which contacts get tagged. Then refine. It’s easier to build up than to debug a complex query all at once.

Practical examples

“Auto policy clients”

• Field: Policy → Type
• Operator: Equal
• Value: Auto

“Contacts not reached in 90 days”

• Field: Last Contacted (days)
• Operator: Greater Than
• Value: 90

“Texas commercial clients with policies expiring soon” (AND group)

• Address → State = “TX”
• AND Policy → Type = Commercial
• AND Policy → Term Date < (a date 60 days from now)

“Young drivers or good students” (OR group)

• Age < 25
• OR Dependents → Good Student = Yes

How dynamic assignment works

After you save a dynamic tag, Traise evaluates your query against all contacts. The tag shows a Pending status (spinning icon) while this runs. Once complete, the tag chip displays the count of matched contacts.

Dynamic tags re-evaluate automatically when contact data changes. You don’t need to re-run anything manually.

Caution

Dynamic tags cannot be manually assigned or removed from contacts. Their membership is entirely controlled by the query conditions. If a contact matches, they get the tag. If they stop matching, the tag is removed.

Tags and campaigns

Tags are the primary way to target blast campaigns and drip campaigns. When you create a campaign and choose “Select by Tags,” you pick one or more tags — the campaign sends to every contact with those tags.

This is where dynamic tags become especially powerful: create a dynamic tag like “auto policy renewal within 60 days,” then point a campaign at it. As contacts enter and leave the window, the campaign audience updates automatically.

Core vs. tenant tags

You may notice some tags that can’t be deleted. These are core tags — system-managed labels that Traise uses internally. Tags you create are tenant tags and can be freely edited or deleted.

Tips

• Use clear, descriptive tag names — the color is auto-generated from the name, so renaming a tag changes its color.
• Dynamic tags can reference other tags in their conditions (e.g., “has tag ‘VIP’ AND last contacted > 60 days”).
• The word cloud view on the admin page sizes tags by how many contacts they have — useful for spotting your largest segments at a glance.
• If a dynamic tag shows “Pending” for a long time, the query may be matching a very large number of contacts. This is normal for broad conditions.