How to Create and Manage Tags in Upvio

Create a Tag

1. Go to Settings → Account → Tags.
2. Click Tag or New Tag.
3. Configure your tag:
• Color – Choose a preset or custom color.
• Name – The tag label displayed in Upvio.
• Alias – A unique identifier used for automations and integrations.
• Description (optional) – Explain how the tag should be used.
4. Click Save.

Best Practices

• Use clear, consistent names

• Keep aliases unique

• Add descriptions for team clarity

• Use color coding consistently

• Review and remove unused tags regularly

Next Steps

Learn how to use:

• Themes to customize your client experience
• Rules to automate workflows using tags and other conditions