This feature available on the Pro Plan
About
Tags are a powerful way to organize assets by client or team member. They can be applied to:
- Campaigns
- Lists
- Media files
- Custom templates
- Custom themes
The steps provided in this article apply to tagging features in the following managers:
- Campaigns Manager
- Entries Manager
- Emails Manager
- Lists Manager
- Feeds Manager
- Media Manager
- Templates Manager
- Themes Manager
Tags allow you to create, filter, and organize assets efficiently.
Adding Tags
Steps to Add a Tag
- Select Items: Click the item(s) you want to tag. Selected items will be highlighted in grey.
- Access Tagging Panel: Click the Tag button in the bar at the top.
-
Enter Tag Name: Type the tag name into the field.
- Separate multiple tags with commas.
- Words separated by spaces will create a single tag phrase.
-
View Existing Tags:
- Tags already applied will be displayed in the middle of the panel.
- Typing in the field will auto-populate a list of matching existing tags. Select an existing tag by clicking it.
- Save Tags: Click Save to finalize and close the panel.
Deleting Tags
There are two ways to delete tags:
1. Deleting a Tag from a Specific Item
- Click the item from which you want to remove the tag(s).
- Click the Tag button in the bar at the top.
- In the tags panel:
- View the applied tags in the middle.
- Click the blue checkmark next to any tag you want to remove. The tag will be unchecked and lined through.
- Click the Save button to confirm changes.
2. Deleting a Tag from All Items
- Open the Tags Manager:
- Click Other in the menu bar, then select Tags from the drop-down.
- Find the tag you want to delete.
- Click the red delete icon next to the tag.
- Confirm the deletion by clicking the Delete button in the prompt.
Note: Deleting a tag does not delete the items it is attached to. Only the tag itself is removed.
Browsing and Filtering Tags
Browsing and Filtering Items
- Enter the tag name of the relevant manager in the tag bar.
- Matching tags will auto-populate below the field.
- Click the desired tag to filter and display all associated items.
Removing a Filter
To remove a tag from the filter:
- Click the X next to the tag in the tag search field. This removes those items from the results.
Renaming Tags
Steps to Rename a Tag
- Open the Tags Manager:
- Click Other in the menu bar, then select Tags from the drop-down.
- Find the tag and click the pencil icon to the right of its name.
- Enter the new tag name.
- Click the blue checkmark to save or the X icon to cancel changes.
Note: Renaming a tag updates the tag for all items it is attached to, across all asset types (campaigns, lists, emails, etc.). Changes will be reflected in their respective managers.