Tags

Tags

What Are Tags?

Tags (also called segments) are labels that help you organize and group your subscribers. Think of them as flexible categories that let you target specific audiences with campaigns.

Use tags to organize by:

  • Content preference — Newsletter subscribers, product announcements, promotions
  • Engagement level — Active users, inactive users, high-value customers
  • Source — Website signup, event attendee, referral, partner list
  • Demographics — Location, company size, industry, customer type
  • Purchase status — Trial user, free tier, premium customer, cancelled

Key differences from segments:

  • Tags are optional — Subscribers can have zero, one, or many tags
  • Tags are flexible — Create as many as you need
  • Tags are reusable — Apply same tag to multiple subscribers
  • Tags are workspace-specific — Each workspace has its own tags

Why Use Tags?

Targeted Campaigns

Send the right message to the right people:

Example 1: Newsletter

  • Create tag: "Newsletter Subscribers"
  • When sending newsletter, target only this tag
  • Ensures non-subscribers don't receive it

Example 2: Product Launch

  • Create tag: "Product Announcement Followers"
  • When announcing new product, target this tag
  • Only engaged users receive announcement

Example 3: Premium Tier

  • Create tag: "Premium Users"
  • Send exclusive offers only to premium customers
  • Free tier users don't see premium-only content

Organization

Keep your subscriber list organized and understandable:

Without tags: Thousands of subscribers mixed together; hard to understand audience segments

With tags:

  • "Active Users" (1,200 subscribers)
  • "Trial Users" (340 subscribers)
  • "Churned Users" (89 subscribers)
  • "Newsletter" (890 subscribers)

Compliance

Meet legal requirements by respecting preferences:

  • Newsletter opt-in — Only send to "Newsletter" tag
  • Product updates — Only send to "Announcements" tag
  • Promotional — Only send to "Promotions" tag

Viewing Your Tags

Access Tags

View all tags in your workspace:

  1. Go to Subscribers in sidebar
  2. Click Tags button at top of page
  3. See list of all tags with:
  • Tag name
  • Number of subscribers with this tag
  • Created date
  • Last modified date
  • Edit/Delete actions

Tag List Features

View subscriber count:

  • Each tag shows how many subscribers have it assigned
  • Helps identify which segments are largest
  • Useful for campaign planning

Sort options:

  • By name (alphabetical)
  • By subscriber count (largest first)
  • By creation date

Search tags:

  • Filter tag list by name
  • Useful if you have many tags

Creating Tags

Via Application Interface

Create new tags through the web interface:

  1. Go to Subscribers → Tags
  2. Click + New Tag button
  3. Enter tag Name:
  • Must be unique in workspace
  • Should be descriptive and clear
  • Examples: "Newsletter", "Premium Users", "Product Beta"
  1. Click Save

Tag Naming Best Practices

✅ Good tag names:

  • Newsletter — Clear what it's for
  • Premium Tier — Easy to understand
  • Active (Last 30 Days) — Descriptive scope
  • Event: Tech Conference 2024 — Specific and organized
  • Referral: Partner XYZ — Tracks origin

❌ Avoid these:

  • tag1, temp, misc — Non-descriptive
  • Users — Too vague
  • important!!! — Unprofessional
  • For John's Campaign — Too specific to one person
  • HAHAHAHA — Confusing

Tag Organization Strategy

Use consistent naming patterns:

Content Type: Newsletter
Content Type: Product Updates
Content Type: Announcements

Engagement: Active
Engagement: Inactive
Engagement: High Value

Customer Type: Trial
Customer Type: Free Tier
Customer Type: Premium
Customer Type: Enterprise

Source: Website
Source: Event
Source: Partnership
Source: Referral

Location: USA
Location: Europe
Location: Asia
Location: Other

This consistency makes tags easy to find and understand.

Creating Tags via API

Programmatically create tags:

POST /api/tags
{
  "name": "Newsletter"
}

Returns:

{
  "id": 1,
  "name": "Newsletter",
  "workspace_id": 1,
  "created_at": "2024-01-15T10:30:00Z"
}

See Tags API Documentation for full details.

Editing Tags

Update Tag Name

Change a tag's name:

  1. Go to Subscribers → Tags
  2. Find the tag in the list
  3. Click Edit button
  4. Change the tag Name:
  • Must remain unique in workspace
  • Can't duplicate existing tag names
  1. Click Save

What happens when you edit a tag:

  • The tag name changes everywhere it appears
  • All subscribers assigned to this tag see the new name
  • Campaigns targeting this tag still work
  • No subscribers are affected

Rename Tag Scenarios

Scenario 1: Typo Fix

  • Old: "Newsetter" (typo)
  • New: "Newsletter"
  • All subscribers keep the corrected tag

Scenario 2: Clarity Update

  • Old: "Active"
  • New: "Active (Last 30 Days)"
  • More descriptive for team members

Scenario 3: Reorg Consolidation

  • Old: "Promo Users" and "Promotional"
  • Consolidate to: "Promotions"
  • Decide which tag to rename to, delete the duplicate

Update via API

Programmatically update a tag:

PATCH /api/tags/{id}
{
  "name": "Newsletter"
}

Assigning Tags to Subscribers

Once you create tags, assign them to your subscribers.

Assign During Subscriber Creation

When manually adding a subscriber:

  1. Go to Subscribers
  2. Click + New Subscriber
  3. Fill in email and name
  4. In Tags section, check boxes for relevant tags
  5. Click Save

New subscriber is created with selected tags.

Assign During Subscriber Edit

Update tags for existing subscriber:

  1. Go to Subscribers
  2. Click subscriber's email to open profile
  3. Click Edit
  4. In Tags section:
  • ✓ Check to add tag
  • ☐ Uncheck to remove tag
  1. Click Save

Subscriber's tags are updated immediately.

Assign During CSV Import

Import subscribers with tags in one step:

  1. Go to Subscribers → Import
  2. Prepare your CSV file (email, first_name, last_name)
  3. Select tags from the Tags selector before upload
  4. Upload CSV
  5. All imported subscribers get selected tags

Important: All subscribers in one import get the same tags. To assign different tags per subscriber, use multiple imports or the API.

Bulk Assign Tags

Assign same tag to multiple subscribers:

  1. Go to Subscribers
  2. Select multiple subscribers (checkboxes)
  3. Click Bulk Actions → Assign Tag
  4. Choose tag to add
  5. Click Apply

All selected subscribers now have that tag.

Assign via API

Programmatically assign tags:

PATCH /api/subscribers/{id}
{
  "tags": [1, 2, 3]  // Tag IDs to assign
}

Or create subscriber with tags:

POST /api/subscribers
{
  "email": "user@example.com",
  "first_name": "John",
  "tags": [1, 2]
}

Using Tags for Targeted Campaigns

Campaign Targeting with Tags

Send campaigns to specific tag combinations:

Step 1: Create campaign

  • Go to Campaigns → New Campaign
  • Fill in subject, content, etc.

Step 2: Choose recipients

  • Instead of "All Subscribers"
  • Choose "Tagged with:"
  • Select specific tag(s)

Step 3: Review

  • See how many subscribers match this tag
  • Verify before sending

Example targeting scenarios:

Send to Newsletter subscribers only:

  • Target: Newsletter tag
  • Result: Only 890 subscribers (those with tag) receive email

Send to Premium customers with Product Updates enabled:

  • Target: Premium Tier + Product Updates tags
  • Result: Only 145 subscribers (have both tags)

Send to Active users in USA:

  • Target: Active (Last 30 Days) + Location: USA tags
  • Result: Only 423 subscribers

Tag Combinations

Use multiple tags together:

AND logic (all tags):

  • "Newsletter" AND "Active"
  • Subscriber must have BOTH tags
  • Narrower targeting, smaller audience

OR logic (any tag):

  • "Newsletter" OR "Promotions"
  • Subscriber can have EITHER tag
  • Broader targeting, larger audience

Removing Tags

Unassign Tag from Subscriber

Remove a tag from specific subscriber:

  1. Go to Subscribers
  2. Click subscriber's email
  3. Click Edit
  4. In Tags section, uncheck the tag
  5. Click Save

Tag is removed; subscriber no longer belongs to that group.

Bulk Remove Tags

Remove tag from multiple subscribers:

  1. Go to Subscribers
  2. Filter by tag: Show only subscribers with specific tag
  3. Select all (or subset) of filtered subscribers
  4. Click Bulk Actions → Remove Tag
  5. Choose which tag to remove
  6. Click Apply

All selected subscribers have that tag removed.

Remove via API

Programmatically remove tags:

PATCH /api/subscribers/{id}
{
  "tags": [2]  // Only these tags; others are removed
}

Deleting Tags

Important: Deleting Deletes the Tag, Not Subscribers

When you delete a tag:

  • ✅ Tag is removed from workspace
  • ✅ Tag is removed from all subscribers
  • ❌ Subscribers are NOT deleted
  • ❌ Subscribers are NOT unsubscribed

Use case: Remove a tag that's no longer needed

Before You Delete

Ask yourself:

  • Is this tag still in use? (Check subscriber count)
  • Are any active campaigns targeting this tag?
  • Can I merge this tag with another instead?
  • Do I need to keep historical record?

Delete Tag (Application Interface)

  1. Go to Subscribers → Tags
  2. Find the tag to delete
  3. Click Delete button
  4. Confirm deletion when prompted
  5. Tag is immediately removed

After deletion:

  • Subscribers who had this tag lose it
  • Campaigns can't target this tag anymore
  • All tag associations are removed
  • Action is permanent (usually not recoverable)

Delete Tag (API)

Programmatically delete:

DELETE /api/tags/{id}

Managing Multiple Tags

Tag Consolidation

Over time you might end up with duplicate or similar tags:

Scenario: "Newsletter" and "Newsletters" both exist

  1. Review which has more subscribers
  2. Keep the one with more (or better name)
  3. Manually reassign subscribers from old tag to new
  4. Delete the old tag

Avoid duplicates by:

  • Establishing naming conventions upfront
  • Using consistent capitalization
  • Checking existing tags before creating new ones
  • Regularly auditing tag list

Deprecating Tags

Phase out old tags gradually:

  1. Rename to indicate it's deprecated: "Newsletter (DEPRECATED)"
  2. Move subscribers to new tag
  3. Don't use in new campaigns
  4. Delete after campaign season ends

Archiving Strategy

Keep tags organized:

Active Tags:
- Newsletter
- Product Updates
- Premium Tier

Seasonal Tags:
- Q1 Event 2024
- Holiday Campaign 2023 (retired)

Deprecated:
- OldTag1 (merge to Newsletter)
- OldTag2 (no longer used)

Best Practices

Tag Strategy

Do:

  • ✅ Create tags for clear purposes (not "test" or "temp")
  • ✅ Use descriptive, consistent naming
  • ✅ Use hierarchy in names (e.g., "Customer: Premium")
  • ✅ Create tags before importing subscribers
  • ✅ Document what each tag means

Don't:

  • ❌ Create too many similar tags
  • ❌ Use vague names like "important" or "group1"
  • ❌ Create tags you won't use for targeting
  • ❌ Overuse tags (keep to <50 per workspace)
  • ❌ Use tags for tracking instead of analytics

Subscriber Organization

Minimum tags (basic):

  • Newsletter
  • Promotions
  • Product Updates

Recommended tags (medium):

  • Newsletter
  • Promotions
  • Product Updates
  • Active Users
  • Inactive Users
  • Premium Users
  • Free Users

Comprehensive tags (advanced):

  • Content Type (Newsletter, Updates, Promotions, Alerts)
  • Engagement Level (Active, Inactive, At-Risk)
  • Customer Type (Trial, Free, Premium, Enterprise)
  • Source (Website, Event, Partnership, Referral)
  • Geography (USA, Europe, Asia, LATAM, Other)

Compliance

Use tags to respect preferences:

  • Newsletter tag → Only send newsletters to subscribers with tag
  • Promotions tag → Only send promos to opted-in users
  • Product Updates tag → Only send updates to interested users

Maintain audit trail:

  • Document when tags were created
  • Track which campaigns used which tags
  • Keep historical record of tag changes

Troubleshooting

"Tag name already exists"

Problem: Can't create tag because name is taken

Solution:

  • Check existing tags for similar names
  • Use slightly different name if needed
  • Or repurpose existing tag instead of creating new one

Example:

  • Can't use: "Newsletter"
  • Try: "Newsletter - Daily" or "Newsletter - Weekly"

"Tag won't save"

Problem: Create/edit tag but changes don't save

Check:

  • [ ] Tag name is not empty
  • [ ] Tag name doesn't have special characters
  • [ ] Tag name doesn't already exist
  • [ ] You have permission to edit tags
  • [ ] No network connection issues

Try:

  • Refresh page and try again
  • Clear browser cache
  • Try different browser
  • Check workspace permissions

"Tag still showing after delete"

Problem: Deleted a tag but it still appears

Likely causes:

  • Page didn't refresh after deletion
  • Viewing cached version
  • Permission issue (not actually deleted)

Solution:

  • Refresh page (F5 or Ctrl+R)
  • Clear browser cache
  • Check if tag actually exists in tag list

"Campaign showing tag I just deleted"

Problem: Campaign targeting shows deleted tag as option

Why this happens:

  • Campaign was targeting deleted tag
  • Tag still shows in campaign settings for reference
  • Tag no longer available for new campaigns

Solution:

  • Edit campaign to target different tag
  • Save changes
  • Old tag reference disappears

"Can't assign multiple tags at once"

Problem: Tag selector not showing multiple checkboxes

Solution:

  • If using bulk import: Select tags before uploading CSV
  • If using manual edit: Check each tag individually
  • If using API: Pass array of tag IDs: "tags": [1, 2, 3]

Tag Limits & Performance

Tag limits:

  • No hard limit on number of tags
  • Recommend keeping under 50 per workspace
  • More tags = slower filtering in UI
  • Archival/deletion keeps performance good

Subscriber limits:

  • No limit on tags per subscriber
  • One subscriber can have many tags
  • More tags = more precise targeting
  • Recommend 0-10 tags per subscriber on average

Related Documentation

Quick Reference

Common Actions:

  • Create tag — Subscribers → Tags → New Tag
  • Edit tag name — Tags → Edit button
  • Delete tag — Tags → Delete button (confirms)
  • Assign to subscriber — Open subscriber → Edit → Check tags
  • Target with campaign — New Campaign → Choose tag for recipients
  • Import with tags — Import → Select tags → Upload CSV

Tag Organization Pattern:

Type: Newsletter, Updates, Promotions, Alerts
Engagement: Active, Inactive, At-Risk
Customer: Trial, Free, Premium, Enterprise
Source: Website, Event, Partner, Referral
Location: USA, Europe, Asia, Other

Remember:

  • Tags are optional (subscribers can have none)
  • One subscriber can have multiple tags
  • Use tags for campaign targeting
  • Deleting tag removes it from subscribers (doesn't delete subscribers)
  • Keep tag names clear and consistent