Creating New Contact Tags When Sending or Scheduling Email Campaigns

Overview

You can create new contact tags directly from the final step of setting up an email campaign. This feature allows you to define and assign tags on the spot without needing to create them beforehand in your contact management area. It's designed to save time and make it easier to segment your audience and trigger automations as part of your campaign process.

Benefits of Creating Tags During Campaign Setup

Using this feature provides several advantages for managing your email marketing:

• You can create and apply tags without interrupting your campaign setup workflow.
• There's no requirement to plan and create all possible tags in advance.
• It simplifies setting up automation by allowing you to tag contacts based on their interaction with the campaign you're about to send.
• It reduces the need to switch between different parts of the CRM, keeping your focus on the campaign.

How to Create and Assign New Tags

Step 1: Access Your Email Campaign

Navigate to the email campaigns section of your CRM. Either create a new campaign or open an existing draft that you are ready to send.

Step 2: Go to the Send or Schedule Page

After composing your email, proceed to the final step where you choose to send or schedule the campaign. On this page, you will find options related to automating actions for your contacts.

Step 3: Enable and Configure Tag Assignment

Look for and enable the Add Tags automation option. This will allow you to specify tags to be added to contacts based on whether they open the email or click a link.

To create a brand new tag that doesn't yet exist in your system, simply type the desired tag name into the provided field. For instance, typing "New_Webinar_Attendee" will create that tag. You add each new tag one at a time.

Step 4: Review Tags in Campaign Statistics

Once the campaign has been sent, you can view its performance on the campaign statistics page. From there, you can navigate to a dedicated tags section to see a summary of the tags applied by this campaign.

Common Questions

Can I create multiple new tags at once from this page?

No, you need to type and add each new tag individually.

Are tags created here available for use elsewhere in the CRM?

Yes. Any new tag you create during this process is instantly available for use in workflows, automations, and for segmenting contacts throughout your account.

How do I edit or delete a tag I created here?

All tag management, including editing and deletion, is handled in the main Tags section of your CRM, not on the campaign page.

Does creating a new tag here automatically apply it to other contacts or affect existing automations?

No. A new tag created here only exists as an option. It will only be applied to the contacts who interact with this specific campaign based on the rules you set. It does not retroactively apply to other contacts or trigger past automations.

Is this feature available for SMS or other types of campaigns?

Currently, the ability to create new tags directly from the send/schedule page is specific to email campaigns.