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
When a trip or contact is transferred to another advisor, its individual 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. Agency tags stay on the trip or contact unchanged.
Individual Tags and Agency Tags
The tags you manage on this page are individual tags. Individual tags belong to your own account and are not shared with anyone else at your agency.
Agency tags are a separate set of tags owned by your agency:
Only agency owners and admins can create, apply, edit, remove, or delete agency tags.
Agency owners and admins apply agency tags to trips and contacts that are shared with the agency.
Everyone else at the agency, including the advisor who owns the trip or contact, sees agency tags as locked tags. They cannot add, edit, or remove them.
Agency tags do not appear on your Tags page in Business Settings, and you cannot select them when you tag a trip or contact.
Agency tags cannot trigger workflows. Workflows only trigger on individual tags.
If your agency wants every advisor to use the same tags for workflow triggers, each advisor must create matching individual tags in their own account. For more on agency tags, see Agency Tags.
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.
Applying tags automatically from forms
A form can add a tag every time someone submits it. In a form's Form settings, choose a tag under Tag the person who submitted it or Tag the trip. Any workflow set to auto-apply on that tag then starts, so each form can start its own workflow. For setup steps, see Run a workflow when a specific form is submitted.
Editing an Existing Tag
You can edit a tag's name and description 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.
