Lists & Tags
Lists and tags are the two ways PrimoCRM groups contacts. They look similar but serve different jobs, and using them well is the key to precise targeting.
A list is a broad audience, usually a subscription a contact knowingly joined, such as Newsletter or Product Updates. Contacts typically belong to a small number of lists, and lists map naturally to what someone unsubscribes from.
Use lists to answer: who did this contact sign up to hear from?
A tag is a flexible label describing a behavior, interest, or attribute, such as clicked-pricing, trial, vip, or webinar-2026. A contact can carry many tags, and automations add or remove them as people act.
Use tags to answer: what do I know about this contact?
Lists vs tags at a glance
Section titled “Lists vs tags at a glance”| Lists | Tags | |
|---|---|---|
| Purpose | Broad subscription groups | Behavior, interests, attributes |
| Typical count per contact | A few | Many |
| Set by | Signup, import, forms | Automations, forms, manual |
| Maps to unsubscribe | Yes | No |
Choosing an audience
Section titled “Choosing an audience”When you send a campaign or start an automation, you target by list and tag. Combining them gives precise segments without a separate query builder.
Example: send to contacts on the Newsletter list and tagged trial. Add a
custom field condition to narrow it further, for
example only those whose plan equals free.
Creating and managing
Section titled “Creating and managing”Create, rename, and delete lists and tags under Lists and Tags. Deleting a tag removes it from every contact but never deletes the contacts themselves. Deleting a list detaches its contacts but leaves them in your CRM.
Applying them automatically
Section titled “Applying them automatically”- Forms can add a submitter to a list and apply tags on submit. See Forms.
- Automations add and remove lists and tags as steps. See Triggers and Actions.
- Imports can apply lists and tags to everyone in a batch. See Importing Contacts.