FluentCRM Developers

# Tags

Tags provide a flexible way to categorize and label your contacts in FluentCRM. Unlike lists, contacts can have multiple tags, making them perfect for tracking behaviors, interests, and characteristics.

# Tag Object

# Properties

Property Type Description
id integer Unique identifier for the tag
title string Tag name
slug string URL-friendly version of the title
description string Optional description
created_at string Creation timestamp
updated_at string Last update timestamp
totalCount integer Total contacts (when included)
subscribersCount integer Subscribed contacts (when included)

# Get All Tags

Retrieve all tags with optional filtering and sorting.

HTTP Request

GET /wp-json/fluent-crm/v2/tags
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# Parameters

Parameter Type Default Description
sort_by string id Sort field (id, title, subscribers)
sort_order string DESC Sort direction (DESC, ASC)
search string - Search by title, slug, description
exclude_counts boolean false Exclude subscriber counts
all_tags boolean false Return only id, title, slug

# Example Request

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags?sort_by=title&sort_order=ASC" \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD"
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# Example Response

{
  "tags": [
    {
      "id": "1",
      "title": "Customer",
      "slug": "customer",
      "description": "Paying customers",
      "created_at": "2023-01-15 10:30:00",
      "updated_at": "2023-02-01 14:20:00",
      "totalCount": 85,
      "subscribersCount": 82
    },
    {
      "id": "2",
      "title": "Newsletter Subscriber",
      "slug": "newsletter-subscriber", 
      "description": "Subscribed to weekly newsletter",
      "created_at": "2023-01-20 09:15:00",
      "updated_at": "2023-02-10 16:45:00",
      "totalCount": 200,
      "subscribersCount": 195
    }
  ]
}
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# Get a Specific Tag

Retrieve details for a single tag.

HTTP Request

GET /wp-json/fluent-crm/v2/tags/{id}
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# Example Request

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags/1" \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD"
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# Example Response

{
  "tag": {
    "title": "Customer",
    "slug": "customer",
    "description": "Paying customers", 
    "updated_at": "2023-02-01 14:20:00",
    "created_at": "2023-01-15 10:30:00",
    "id": 1
  }
}
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# Create a Tag

Add a new tag for categorizing contacts.

HTTP Request

POST /wp-json/fluent-crm/v2/tags
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# Parameters

Parameter Type Required Description
title string Yes Tag name
slug string No URL slug (auto-generated if omitted)
description string No Optional description

# Example Request

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags" \
  -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Webinar Attendee",
    "slug": "webinar-attendee",
    "description": "Attended at least one webinar"
  }'
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# Example Response

{
  "tags": {
    "title": "Webinar Attendee",
    "slug": "webinar-attendee",
    "description": "Attended at least one webinar",
    "updated_at": "2023-03-15 11:30:00",
    "created_at": "2023-03-15 11:30:00", 
    "id": 5
  },
  "message": "Successfully saved the tag."
}
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# Update a Tag

Modify an existing tag's properties.

HTTP Request

PUT /wp-json/fluent-crm/v2/tags/{id}
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# Parameters

Parameter Type Description
title string Updated tag name
slug string Updated URL slug
description string Updated description

# Example Request

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags/5" \
  -X PUT \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Event Attendee",
    "description": "Attended webinars, workshops, or conferences"
  }'
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# Example Response

{
  "tags": "5",
  "message": "Successfully saved the tag."
}
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# Delete a Tag

Remove a tag and all its associations.

HTTP Request

DELETE /wp-json/fluent-crm/v2/tags/{id}
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Important

Deleting a tag will remove it from all contacts, but will not delete the contacts themselves.

# Example Request

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags/5" \
  -X DELETE \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD"
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# Example Response

{
  "message": "Successfully removed the tag."
}
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# Working with Tag Assignments

# Adding Tags to Contacts

When creating or updating contacts, you can assign tags:

curl "https://yourdomain.com/wp-json/fluent-crm/v2/subscribers" \
  -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "[email protected]",
    "status": "subscribed",
    "tags": [1, 2, 3]
  }'
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# Updating Tag Assignments

Use the contacts API to modify tag associations:

curl "https://yourdomain.com/wp-json/fluent-crm/v2/subscribers/123" \
  -X PUT \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "subscriber": {
      "attach_tags": [4, 5],
      "detach_tags": [1]
    }
  }'
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# Filtering Contacts by Tags

You can retrieve contacts with specific tags:

curl "https://yourdomain.com/wp-json/fluent-crm/v2/subscribers?tags[]=1&tags[]=2" \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD"
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# Tag Strategy Best Practices

# 1. Behavioral Tags

Track user actions and engagement:

# Create behavior-based tags
curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags" \
  -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "High Engagement",
    "description": "Opens emails regularly and clicks links"
  }'
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# 2. Interest-Based Tags

Categorize by interests or preferences:

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags" \
  -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Marketing Automation",
    "description": "Interested in marketing automation content"
  }'
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# 3. Lifecycle Stage Tags

Track customer journey stages:

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags" \
  -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Lead",
    "description": "Prospect in early stage"
  }'
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# 4. Source Tags

Track where contacts came from:

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags" \
  -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Facebook Ad",
    "description": "Acquired through Facebook advertising"
  }'
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# Common Tag Automation Scenarios

# 1. Engagement Scoring

Automatically tag highly engaged users:

  • Tag users who open 80% of emails
  • Tag users who click multiple links
  • Tag users who forward emails

# 2. Purchase Behavior

Track buying patterns:

  • Tag first-time buyers
  • Tag repeat customers
  • Tag high-value purchasers

# 3. Content Consumption

Track content interests:

  • Tag blog readers by category
  • Tag video watchers
  • Tag resource downloaders

# 4. Event Participation

Track event engagement:

  • Tag webinar registrants
  • Tag workshop attendees
  • Tag conference participants

# Tag Hierarchies and Organization

# Using Prefixes for Organization

Structure your tags with prefixes:

# Interest tags
"Interest: Marketing"
"Interest: Sales" 
"Interest: Support"

# Behavior tags
"Behavior: High Engagement"
"Behavior: Low Engagement"
"Behavior: Inactive"

# Source tags
"Source: Website"
"Source: Social Media"
"Source: Referral"
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# Creating Tag Groups

Organize related tags:

# Customer lifecycle
curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags" -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{"title": "Lifecycle: Lead"}'

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags" -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{"title": "Lifecycle: Prospect"}'

curl "https://yourdomain.com/wp-json/fluent-crm/v2/tags" -X POST \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{"title": "Lifecycle: Customer"}'
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# Advanced Tag Operations

# Bulk Tag Assignment

Apply tags to multiple contacts:

# Get contacts from a specific list and tag them
contacts=$(curl -s "https://yourdomain.com/wp-json/fluent-crm/v2/subscribers?lists[]=1" \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" | jq -r '.data[].id')

for contact_id in $contacts; do
  curl "https://yourdomain.com/wp-json/fluent-crm/v2/subscribers/$contact_id" \
    -X PUT \
    -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
    -H "Content-Type: application/json" \
    -d '{"subscriber": {"attach_tags": [10]}}'
done
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# Conditional Tag Removal

Remove tags based on criteria:

# Remove "New Lead" tag from customers
curl "https://yourdomain.com/wp-json/fluent-crm/v2/subscribers?tags[]=5" \
  -H "Authorization: Basic API_USERNAME:API_PASSWORD" | \
jq -r '.data[] | select(.tags[] | select(.title == "Customer")) | .id' | \
while read contact_id; do
  curl "https://yourdomain.com/wp-json/fluent-crm/v2/subscribers/$contact_id" \
    -X PUT \
    -H "Authorization: Basic API_USERNAME:API_PASSWORD" \
    -H "Content-Type: application/json" \
    -d '{"subscriber": {"detach_tags": [5]}}'
done
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# Error Handling

# Tag Not Found (404)

{
  "code": "rest_post_invalid_id",
  "message": "Invalid post ID.",
  "data": {"status": 404}
}
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# Duplicate Tag Title (400)

{
  "code": "rest_invalid_param",
  "message": "Tag with this title already exists",
  "data": {"status": 400}
}
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  • Contacts - Manage contact data and tag assignments
  • Lists - Another way to organize contacts
  • Campaigns - Send targeted emails to tagged contacts
  • Funnels - Create automations triggered by tag changes

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