> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts & Tags

> Organize, segment, and manage your form respondents with contacts and tags.

## Understanding Contacts

Contacts are auto-created when someone submits a form with an email address. Each contact includes:

* **Email address** — Unique identifier
* **First and last name**
* **Phone number and company**
* **All form submissions** — Linked to the contact
* **Tags** — For organization and segmentation
* **Activity timeline and edit history**

## Working with Tags

### Adding Tags

Add tags to contacts to categorize and segment them. Tags can be applied manually or automatically via workflows.

### Removing Tags

Remove tags when a contact's status changes or they no longer fit a segment.

### Tag Examples

| Tag        | Use Case                        |
| ---------- | ------------------------------- |
| Lead       | New prospect, not yet qualified |
| Customer   | Active paying customer          |
| VIP        | High-value or key account       |
| Newsletter | Subscribed to email list        |
| Trial User | In free trial period            |
| Enterprise | Enterprise-tier customer        |
| Follow Up  | Needs follow-up action          |

## Editing Contacts

<Steps>
  <Step title="Open the contact">
    Click on a contact from your contacts list.
  </Step>

  <Step title="Click Edit">
    Use the edit button to modify contact details.
  </Step>

  <Step title="Update fields">
    Change any editable field values.
  </Step>

  <Step title="Save">
    Save your changes.
  </Step>
</Steps>

### Editable Fields

* Email
* First name / Last name
* Phone
* Company
* Custom fields

## Edit History

All changes to contacts are tracked.

**Tracked changes:**

* Profile field updates
* Tags added or removed
* Contact creation

**History details:**

* **Who** — Which team member made the change
* **What** — Which field or tag changed
* **Previous and new values**
* **Timestamp**

## Searching & Filtering

* **Search by Name or Email** — Find contacts quickly
* **Filter by Tag** — View contacts with specific tags
* **Filter by Status** — Filter by contact status or attributes

## Creating & Managing Tags

* **Color Coding** — Assign colors to tags for visual organization
* **Descriptions** — Add descriptions to clarify tag purpose
* **Contact Count** — See how many contacts have each tag

<Info>
  Tag creation and management may be restricted by team permissions. Check your team settings for tag-related permissions.
</Info>

## Contact Owners

### Manual Assignment

Assign an owner to a contact manually for follow-up and accountability.

### Round-Robin via Workflows

Use workflows to assign owners automatically:

* **Least Recent** — Assign to the team member with the fewest recent assignments
* **Random** — Randomly distribute new contacts
* **Equal Distribution** — Balance load across team members

<Note>
  Owner-based routing in workflows lets you route contacts to their assigned owner for personalized follow-up.
</Note>

## Tags in Workflows

Use tags in your workflows for automation:

* **Tag Contact Node** — Add or remove tags based on workflow logic
* **Tag by Source Form** — Automatically tag based on which form they submitted
* **Tag by AI Qualification** — Use AI nodes to qualify and tag leads
* **Tag by Enrichment Data** — Tag based on enriched contact data

## API Access

Contacts and tags can be managed programmatically via the API. See the [API Reference](/developers/api/overview) for endpoints and authentication.

## Next Steps

<CardGroup cols={2}>
  <Card title="Analytics" icon="trending-up" href="/guides/analytics">
    Track contact engagement and conversion
  </Card>

  <Card title="Integrations" icon="plug" href="/guides/integrations">
    Sync contacts with your CRM and marketing tools
  </Card>
</CardGroup>