Tag a campaign

Keep your campaigns organized and easy to filter by adding tags to them.

How to add a tag to a campaign

  1. Go to Engage Customers > Campaigns > Create new campaign.

  2. Once you have named your campaign, under 'Tags', click Add +.

  3. To create and add a new tag, type the name of your new tag into the search bar, then click + Create tag [tag_name].

  4. Or, to use an existing tag, type the name of the existing tag into the search bar, then check the box next to the tag that you want to use.

  5. When you're done tagging, click Create Campaign.

Remove a tag: To remove a tag from a campaign before you send it, click the edit icon next to the campaign name, then click the 'x' next to the tag that you want to remove.

How to filter campaigns by tags

  1. Go to Engage Customers > Campaigns.

  2. Click Filters.

  3. From the Tag dropdown, click the tag that you want to use to filter your campaigns.

How to search campaigns by tags

  1. Go to Engage Customers > Campaigns.

  2. In the search bar, enter the name of the tag that you want to search. All campaigns with that tag will be displayed.

Tag FAQs

Can I add more than one tag to a campaign?

Yes! You can add up to ten tags to a campaign. For example, you might use 'Black Friday' and 'North America' to categorize your campaign.

Last updated