Editing Edit a contact (section)

=== Manage a Contact's Tags, Lists, and Automations ===

Tags, Lists, and Automations are found in the profile record under the '''Fields''' section. This allows you to manage how a contact is categorized and what communications they receive.

==== Tags ====

Tags provide a flexible way to categorize contacts. Here’s how to manage tags:

* '''How to add a tag:'''
    1. Click the '''Enter tag''' field.
    2. Type in the tag you wish to assign.
    3. Press either '''Enter''', '''Tab''', or '''Comma''' to save it.

* '''How to remove a tag:'''
    1. Click the '''x''' next to the tag you want to remove from the contact's profile.

For more information on using tags effectively, check out these resources:
- [What are tags?](https://www.activecampaign.com/learn/guides/what-are-tags?)
- [Best practices for using Tags in ActiveCampaign](https://help.activecampaign.com/hc/en-us/articles/115001852844)
- [How can I use tags to keep my contacts organized?](https://help.activecampaign.com/hc/en-us/articles/222478508)
- [How to use tags in your ActiveCampaign account](https://help.activecampaign.com/hc/en-us/articles/115001860744)

==== Lists ====

You can manage your contact's list subscriptions from their profile. This includes adding them to new lists or updating their existing subscription status. It is critical to obtain explicit permission from contacts before adding them to any mailing list.

* '''How to add a contact to a list:'''
    1. Click the '''Add''' button.
    2. A modal window will appear. Select the list you want to add the contact to.
    3. Click the '''OK''' button.

* '''How to update a contact's list status:'''
    1. Click on the list name.
    2. A modal window will appear. Use the '''Status''' dropdown to select a new status.

==== Automations ====

Within the Automations section of a contact's record, you can manage their progression through automation sequences.

* '''How to add a contact to an automation:'''
    1. Click the '''Add''' button.
    2. Select the automation from the modal window that appears.
    3. Click '''Okay'''.

* '''How to end an automation for a contact:'''
    1. Click the name of the automation you wish to stop for the contact.
    2. A modal window will appear. Click the '''End''' button.

* '''How to view a contact's path in an automation:'''
    1. Click the name of the automation.
    2. Click the '''View''' button in the modal that appears to see the contact's history and actions within the automation.

For more detailed instructions on Automations, refer to these resources:
- [What are automations in ActiveCampaign?](https://help.activecampaign.com/hc/en-us/articles/218788657)
- [How to create a new automation from scratch](https://help.activecampaign.com/hc/en-us/articles/218788687)
- [How to use the automation builder](https://help.activecampaign.com/hc/en-us/articles/222921988)