Managing Tags in Tern
Tags help you organize trips, contacts, and power automations through workflows. Here’s how to create, edit, and manage tags effectively, plus what to know before deleting one.
Creating a New Tag
Scope: Tags are specific to your individual account. They are not shared across your agency. If your agency wants all advisors to use the same set of tags (for consistent reporting or workflow triggers), each advisor must create those tags in their own account.
When a trip or contact is transferred to another advisor, tags are automatically remapped to matching tags in the new owner's account. If a matching tag doesn't exist, it is created for them.
Navigate to Settings
From the left sidebar, click Tags under Business Settings.
Click + New Tag
You’ll find this button at the top right of the Tags page.
Name Your Tag
Give your tag a name that clearly describes how it will be used - like “Destination Wedding” or “VIP Clients”.
Click Save
The tag will appear in your list and be available for use on trips, contacts, and in automation workflows.
Editing an Existing Tag
You can edit a tag’s name and color by clicking Edit next to it in the list.
Note: If the tag is used in a workflow, editing the name will automatically update the tag reference in those workflows. Be careful when renaming active tags—this can unintentionally trigger or break automations.
Deleting a Tag
To delete a tag, click the Delete button beside it.
If the tag is currently used in a workflow trigger, you’ll see a message like this:
“Cannot delete tag that is used in workflows.”
To delete the tag:
First remove it from any workflows it’s used in.
Then return to the Tags page and try deleting it again.
