🏷️ Tagging made simple 🔒 Local-first 📤 Export with filters

Tagging in Contactful: build lists that actually work

Tags are the fastest way to turn LinkedIn into an organized system. Instead of “I know I’ve seen this person somewhere…”, you get clean lists like #HiringManager, #WarmLead, #Investor, or #Shortlist — and you can export exactly what you filtered.

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At a glance

What tagging gives you (in 60 seconds)

Tagging isn’t “extra admin”. It’s how you keep context across hundreds (or thousands) of connections — and turn LinkedIn work into repeatable outcomes.

🧠
You remember “why”
Tags capture context (role, intent, priority) so outreach stays personal—even months later.
⚡
You build lists instantly
Filter by tag combinations to create high-signal lists in seconds (no spreadsheets).
📤
You export only what matters
Exports respect your filters—so the CSV is already segmented and ready for action.
Examples

Tag sets you can copy (and start using today)

Here are practical tag frameworks. Start with one, refine in a week, and your LinkedIn lists will become a real asset.

1) Relationship status

Track where the relationship stands without rereading DMs.

Warm Needs follow-up New Do not contact

2) Intent / purpose

Why is this person in your vault? Make that explicit.

Prospect Candidate Partner Investor Client

3) Segment / niche

Segment by industry, persona, or geography for sharper outreach.

Fintech SaaS UK US Hiring Manager
How it works

How to build a tag-driven contact list (step-by-step)

The simplest way to start: tag for who they are, why they matter, and what’s next.

Fast setup (the “10 core tags” approach)

1
Create 4–6 intent tags: Prospect, Candidate, Partner, Client, Investor.
2
Add 3–5 status tags: New, Warm, Needs follow-up, Booked, Closed.
3
Use optional segment tags when needed: Industry, Country, Role (e.g., Hiring Manager).
4
Apply tags when you save a profile. Done. Your lists build themselves over time.

Real scenario: turning 200 saves into a clean list

You saved 200 people from LinkedIn. Instead of scrolling forever, you filter:

Prospect Warm UK SaaS

Now you have a high-signal outreach list. You can create a pipeline stage (“Follow-up this week”) or export the filtered view to CSV.

By role

How tagging helps each profession

Same feature, different outcomes. Pick your role and copy the tag strategy.

Recruiters: faster shortlists, fewer dropped candidates

Tagging gives you immediate control over candidate pools: who’s qualified, who responded, who’s waiting, and which role they match.

Candidate Shortlist Interview Needs follow-up Role: Backend Location: Berlin

Recruiter win: export a role-based shortlist in one click

Filter by tags (e.g., Candidate + Role: Backend + Shortlist) and export. Your CSV becomes an ATS-ready list without manual cleanup.

  • Keep role pipelines clean by tagging candidates by skill + seniority
  • Separate “active” vs “future” candidates with status tags
  • Export filtered shortlists to share with hiring managers

Talent Hunters: precision sourcing (without spreadsheet chaos)

Hunters move fast across many searches. Tags let you build reusable sourcing systems: by role, niche, seniority, and response status.

Sourced Warm Seniority: Senior Skill: React Skill: Node Reply pending

Hunter win: build 3 parallel lists for different searches

Contactful supports multiple custom pipelines—so you can run separate searches (e.g., “Role A”, “Role B”, “Role C”) while tags keep segmentation consistent.

  • Use one shared tag system across all pipelines (skills, seniority, location)
  • Filter + export per role search without duplicating work
  • Keep follow-ups sharp with “Reply pending” and “Next touch” tags

Sales: better targeting, cleaner follow-ups, higher reply rates

Tagging turns LinkedIn selling into a repeatable system. Segment by ICP, buying stage, and intent—then filter and work the list.

Prospect ICP: Agency Title: Head of Growth Stage: Discovery Follow-up this week

Sales win: export only “ready-to-touch” leads

Filter by Prospect + Stage + Follow-up and export a clean CSV for your CRM or outreach tooling. Your next actions stay focused on high-intent contacts.

  • Stop re-qualifying the same people—tags keep your ICP memory
  • Separate “pipeline stage” from “segment” for clearer prioritization
  • Build micro-campaigns using tag combinations (industry + role + intent)

Founders: relationships compound when you don’t lose context

Founders juggle partners, investors, advisors, and key accounts. Tags make sure intros and conversations don’t disappear into your inbox.

Investor Advisor Partner Warm Re-engage Topic: Hiring

Founder win: a “strategic network” export anytime

Filter your strategic network (e.g., Investor + Warm) and export when needed: fundraising, hiring, partnerships, or BD planning.

  • Track where each relationship fits (investor vs advisor vs partner)
  • Use “Topic” tags to find the right people fast (hiring, GTM, product)
  • Build a clean update list for quarterly outreach

Consultants: pipeline clarity + niche segmentation

Consultants win through relevance. Tags let you segment by niche, pain point, and relationship stage—so your outreach stays specific.

Prospect Niche: Ecommerce Pain: CAC Offer: Audit Follow-up

Consultant win: export a niche list for targeted content

Filter by Niche + Pain to build a list for personalized outreach, webinar invites, or case-study distribution.

  • Turn “random connections” into structured lead lists
  • Tag by pain points to personalize messages at scale (without automation)
  • Export segments for email tools or a CRM when you decide
Export

Yes—exports work with tag filters

Build a filtered view using tags, then export that view. Your CSV becomes pre-segmented, so you can act immediately.

Three export patterns people love

A
Recruiting shortlist export: Candidate + Role + Shortlist → share with hiring manager.
B
Sales follow-up export: Prospect + Stage + Follow-up this week → CRM or outreach list.
C
Founder network export: Investor/Advisor + Warm → planning, updates, fundraising.

Why this matters

Most tools export “everything” and make you clean it up later. Contactful’s tagging + filters make exports intentional: you export exactly what you’re looking at.

  • Cleaner handoff to CRM / ATS / outreach tools
  • Less manual work, fewer mistakes
  • Segments stay consistent over time
FAQ

Tagging questions people ask

Quick answers to make the feature “click”.

What should I tag first: industry, role, or status?
Start with intent (Prospect / Candidate / Partner) and status (New / Warm / Needs follow-up). Add industry/role tags only when you need segmentation.
How many tags is “too many”?
A good range is 10–25 core tags. If you’re adding niche tags, make them consistent (e.g., “Role: Backend”, “Role: PM”). Too many one-off tags reduce filtering speed and clarity.
Can I combine tags when filtering?
Yes—combine tags to create high-signal segments (e.g., Prospect + ICP: Agency + Warm). This is where Contactful becomes a real system.
Does export respect my tag filters?
Yes. Build a filtered view using tags, then export that view—your CSV is already segmented and ready to use.
Is tagging safe (no scraping / automation)?
Tagging is purely organizational. Contactful is designed as a relationship memory, not a scraping or automation tool.

Turn LinkedIn into a system—with tags

Save profiles, add tags + notes, and work clean lists with filters and exports. No scraping. No fragile automation. Just a lightweight relationship memory that helps you close loops.

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