A tag is a label you put on campaigns, journeys, segments and templates, such as Spring launch or Onboarding, so you can filter each of those pages by it. Tags label your work, not your contacts: for contacts, use a list or a segment.
Tag your work
In a campaign, journey, segment or template, choose Add tags, then pick a tag or type a new name and choose Create “…”. An item can carry up to 20 tags, and a tag name up to 64 characters.
The Campaigns, Journeys, Segments and Templates pages each have a Tag filter, so you can show only what carries a tag.
Use a tag in a segment
A segment’s Message activity condition can count only messages from campaigns and journeys that carry a tag, for example everyone who clicked an email from any campaign tagged Spring launch. See Segments.
Manage tags
Manage tags in Settings › Workspace › Tags. The page lists every tag with how many campaigns, journeys, segments and templates carry it; choose a number to open that page filtered by the tag.
- Add one ahead of use: choose New tag, enter a Name, then Create tag.
- Rename: from a tag’s actions, choose Rename. The new name shows on every item that carries it.
- Merge: choose Merge into… and pick the tag to keep. Everything carrying the first tag moves to the second, and the first is deleted. Rules that named either tag now match the items of both, which can change who a segment or campaign audience reaches, so check them after a merge. Use this to tidy near-duplicates such as BF and Black Friday.
- Delete: choose Delete, then Delete tag. The tag comes off every item, and the items stay.
Authors can add tags. Renaming, merging and deleting are for members, admins and the owner. Viewers can only see the page. See Roles.