facebook-ad, referral, trade-show), product interest (solar, roofing, hvac), follow-up priority (hot-lead, not-now), or geographic area (los-angeles, east-bay).
Creating a Tag
1
Open Tags settings
Navigate to Settings → Tags in the left sidebar.
2
Add a new tag
Click Add Tag, type the tag name, and press Save. Tag names are plain text — use hyphens or underscores instead of spaces for consistency (e.g.,
web-form instead of web form).3
Confirm the tag
The tag appears in your workspace tag list and is immediately available to assign to any contact.
Applying Tags to a Contact
1
Open the contact
Navigate to Contacts and click any contact to open the detail view.
2
Find the tags section
Tags are displayed at the top of the right panel in the Conversations view, or in the contact edit form. Click the + Add tag input.
3
Select or create a tag
Start typing to search existing tags. Click a tag from the dropdown to apply it. If you type a name that does not match any existing tag, Myna offers to create it on the spot — click Create “[tag name]” to add it.
4
Remove a tag
Click the × on any applied tag to remove it from the contact.
Applying Tags During CSV Import
When bulk-importing contacts from a CSV file, you can apply one or more tags to all contacts in that import batch at once. Select the tags from the Tags field in the import dialog before you upload the file.Tags applied during import are added to every contact in that file. If you need different tags for different groups of contacts, split them into separate import files.
Filtering Contacts by Tag
Use the Search bar on the Contacts page to search by tag name. In the Conversations view, you can also filter the inbox list by searching for a tag — any conversation associated with a contact that has that tag will appear in the results.Tags from GoHighLevel
If your workspace is connected to GoHighLevel, tags from your GHL location are imported alongside contacts when you run a contact sync. Existing GHL tags are matched to Myna tags by name — if a tag with the same name already exists in Myna, the contact is associated with it; if not, a new tag is created automatically.Managing Your Tag Library
From Settings → Tags, you can:- Rename a tag — Click the tag name to edit it. All contacts associated with the tag are updated automatically.
- Delete a tag — Click the delete icon next to a tag. This removes the tag from all contacts in your workspace. This action cannot be undone.
Tag Sync with GoHighLevel Workflows
Myna also writes status tags back to GHL contacts as they progress through campaigns. For example, when a contact’s status changes to In Conversation, Myna adds the tagmyna-status-in conversation to their GHL record. This keeps your GHL pipeline in sync without any manual work.
See the GoHighLevel integration guide for full details on how tag-based automation works in both directions.
