Tags and contact labels in First Bite are essential for organizing data, segmenting accounts, and enabling smarter outreach. But without structure, they can quickly become cluttered and inconsistent. This guide shows you how to use tags and labels effectively, standardize naming conventions, and integrate them into team workflows for cleaner, faster reporting.

The Difference Between Tags & Contact Labels

For the purposes of this article, tags and labels will be referred to interchangeably because their roles are very similar within First Bite.

Edit or review your tags and contact labels in First Bite’s Tags Settings or Contact Label Settings.

Key Features

• Customizable: Create tags for any workflow.

• Searchable & Filterable: Power fast lookups and reporting.

• Color-Coded: Add visual structure to your CRM.

• Multi-Tag Support: Add more than one tag to a record for flexible grouping.

Common Use Cases

Segmentation

Group records by shared traits:

• Cold Outreach: June 2025

• VIP Customers, Newsletter Subscribers, Referral: Broker

Campaign Management

• Targeting: Top 100 Targets, Coffee Chains

• Tracking: Status: Replied, Awaiting Contract

• Grouping: June 2025 Campaign, Rebates Trial Group

Personalization & Customization

• Interested in Sustainability, Avoid Fridays

• Sales Objection: Price Concern, High Priority

• Frequent Issue Reporter, Lead from Webinar

Reporting & Ownership

• Owner: Jane Doe

• Product: Private Label, Region: Midwest

• Tag active customers to filter for upsell campaigns

Examples:

• Tag leads as High Priority to focus on them first.

• Tag customers who attended a specific event as Event2025 for targeted follow-up.

• Tag contacts with Frequent Issue Reporter for context during interactions.

• Give specific colors to First Bite accounts to easily identify who owns which tags/company.

• Tag companies in a campaign based on product interest, such as Premium, Private Label, or Clean Label.

• Tag Known Current Operators so you can filter them out for cold prospecting campaigns OR filter in to upsell more products to current partners.

• Tag opportunities with your name if they fall within your sales territory.

• Tag companies with sales objections such as Objection: Price Concerns so you can circle back if a new pricing structure is created.

Best Practices for Tagging

1. Create a Tagging Guidelines Document

Set up an internal wiki or shared doc that includes:

• A list of approved tags, organized by category (e.g., Campaign, Product Interest, Status)

• Naming rules (e.g., Campaign: June 2025, not June Campaign)

• Tagging permissions: who can create/edit tags

• Tag definitions: clear rules about when a tag is needed

Ask yourself:

“Would I want to pull a report for this later?”

If yes, it probably deserves a tag.

Avoid tags that:

• Duplicate existing tags or CRM fields

• Are too vague to be useful (e.g., Misc, Follow-up Soon)

If transitioning from another CRM or tracking method, review your old system to inform your tag structure.

2. Use Prefixes and Colors for Clarity

Avoid messy variations like: Webinar, webinar, June Webinar, Q2 Webinar

First Bite also offers color variation for both tags and contact labels.

Color code by prefix, user, campaign, etc.

3. Restrict Tag Creation

To avoid duplicates:

• Limit tag creation to team leads or admins

• Or implement a request process (e.g., Slack, form) for review

4. Make Tagging Part of Daily Workflow

• Include tags in onboarding checklists

• Include a “Tag this account” step in campaign launch checklists

• Check tags during pipeline reviews

• Add tagging instructions to your CRM playbook

5. Clean Up Tags Regularly

Run quarterly audits to:

• Merge or delete duplicate tags (e.g., Plant-Based, plant based)

• Remove outdated campaign tags

• Reclassify or rename for consistency

6. Use Tags for Smarter Reporting

• Build saved views filtered by tag

• Create dashboards segmented by tag groups

• Measure campaign impact using tag-based reports

Tag Naming Examples

Examples In First Bite: Each tag contains naming convention, color coding, and clear descriptions.

Tags

Contact Labels

Additional Notes

• Avoid creating vague or duplicate tags like Misc or Follow-up Soon.

• If tagging by sales rep (e.g., Owner: Jane Doe), note that you won’t be able to use the “No Tags” filter to identify unassigned records.

• For workflow automation or advanced filtering strategies, talk to your First Bite representative.

If you have any additional questions or want to schedule a call, reach out to your First Bite Success team at success@firstbite.io .