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Use Tags to Organize Leads

How to use Tags to organize leads in your follow-up board

Emil Faschang avatar
Written by Emil Faschang
Updated over a month ago

How to Use Contact Tags in DM Tracker

Contact tags help you organize, prioritize, and filter your leads inside DM Tracker. By tagging leads (e.g. Hot Lead, Call Booked, Old Lead), you can quickly focus on the most important follow-ups.


Step 1: Create Contact Tags

  1. Go to Settings in DM Tracker.

  2. Navigate to the Tags section.

  3. You’ll see a list of existing tags (e.g. Hot Lead, Call Booked).

  4. To add a new tag:

    • Enter the tag name (e.g. Old Lead)

    • Choose a color

    • Click Create

Your tags are now ready to use.


Step 2: Assign Tags to Leads

  1. Open the Follow-Up Board.

  2. Click on a lead.

  3. Assign one or more tags (e.g. Call Booked).

Once added, the tag will be visible directly on the lead card in the follow-up board.


Step 3: Filter Leads by Tag

  1. In the top-right corner of the Follow-Up Board, open the Tag Filter.

  2. Select a specific tag.

  3. DM Tracker will show only follow-up tasks and leads with that tag.

This makes it easy to prioritize hot leads, booked calls, or re-engagement targets.


Why Use Contact Tags?

  • Prioritize high-intent leads instantly

  • Organize leads by status or urgency

  • Lay the foundation for a structured pipeline and CRM system


API Documentation

For developers who want to programmatically manage contact tags, use the DM Tracker API endpoint below.

Endpoint

API URL: https://app.dmtracker.ai/api/v1/contact/update-tags-external

Method: POST

Headers

Use the authentication token to verify your request.

Request Parameters

Parameter

Type

Required

Description

username

string

Yes

Instagram username of the contact

organization_id

string

Yes

Your DM Tracker organization ID

mode

string

Yes

Operation mode: add, remove, or set

tag_names

array

Yes

Array of tag names to add/remove/set

tag_color

string

Yes

Tag color (e.g., "red", "blue", "green")

email

string

Yes

Your DM Tracker account email

Modes

  • add - Adds specified tags to the contact (keeps existing tags)

  • remove - Removes specified tags from the contact

  • set - Replaces all existing tags with specified tags

Examples

Add Tags

Request:

json

{
"username": "new_11_12_2025_3",
"organization_id": "11111111-1111-1111-1111-111111111111",
"mode": "add",
"tag_color":"red",
"tag_names": ["test tag9 , test tag 10"],
"email":"[email protected]"
}

Remove Tags

Request:

json

{   
"username": "new_11_12_2025_3",
"organization_id": "11111111-1111-1111-1111-111111111111",
"mode": "remove",
"tag_color": "red",
"tag_names": ["test tag9"],
"email": "[email protected]"
}

Set Tags (overwrite current tags)

Request:

json

{
"username": "new_11_12_2025_3",
"organization_id": "11111111-1111-1111-1111-111111111111",
"mode": "set",
"tag_color": "red",
"tag_names": ["test tag9"],
"email": "[email protected]"
}

Finding Your Organization ID

You can find your Organization ID & Authentication Token in DM Tracker:

  1. Go to Settings

  2. Navigate to Connections

  3. Copy your Organization ID

If you have any questions or need help setting this up, reach out to Support in the bottom-right corner of the app - we’re happy to help.

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