Managing of tags

In this article, you’ll learn what Tag Management in Watermelon is, how it helps organize customer conversations, and how it works behind the scenes.

What is Tag Management?

Tag Management is the central place in Watermelon where you can create, edit, and organize tags for your conversations. Tags work like digital sticky notes—they help you mark conversations so you can instantly see what they’re about.

Whether you want to track leads, identify service requests, mark VIP customers, or group product feedback, tags keep your team aligned. With Tag Management, you can:

• Create new tags when your needs change.

• Edit existing tags to keep them relevant.

• Delete outdated tags to keep your list clean.

• View tag history to see who created a tag and when.

• Search tags to quickly find the right one, even if you use dozens.

Tag Management works for both Active tags (tags you manually use in conversations) and Automated tags (tags linked to automation rules).

How to use Tag Management

In this article, you’ll learn step-by-step how to create, edit, delete, and find tags in Watermelon.

Accessing Tag Management

1. In your Watermelon workspace, go to Settings by clicking the gear icon in the top right.

2. Under Account settings, select Tags.

3. You’ll see two tabs:

   • Active tags – Tags you can manually use in conversations.

   • Automated tags – Tags linked to automation rules.

Creating a Tag

To add a new tag:

1. Click Create tag in the top right.
   

2. Enter a clear, short name (for example, "Shipping").

3. (Optional) Add a description so the team knows when to use it.

4. Click Save — the tag is now ready to use in any conversation.

Editing a Tag

To edit an existing tag:

1. Find the tag in your list.

2. Click the three dots (…) in the Options column.

3. Select Edit, update the name or description, and click Save.

Deleting a Tag

To remove a tag:

1. Click the three dots (…) next to the tag.

2. Select Delete and confirm.
   This keeps your tag list organized and clutter-free.

Finding a Tag Quickly

If you have many tags, use the search icon in the top right:

1. Click the search icon.

2. Type part of the tag name — the list will instantly filter to matching results.