Create New Tags While Scheduling or Sending an Email Campaign

What Is On-the-Fly Tag Creation?

Tags help you organize contacts and trigger automated actions based on their behavior. With on-the-fly tag creation, you can generate and assign new tags directly from the email scheduling or sending screen—no need to exit and visit the Tags section beforehand.

Benefits of Creating Tags During Scheduling

Adding tags as you schedule or send emails offers several advantages:

• Speed up your setup process by avoiding pre-creating tags
• Reduce clicks and keep your focus on campaign creation
• Quickly trigger automations without worrying about missing tags
• Improve audience segmentation for better targeting

How to Create Tags from the Send or Schedule Page

Follow these steps to create a new tag while scheduling or sending an email:

1. Navigate to Email Marketing in your CRM.
2. Create a new email campaign or open an existing draft.
3. Go to the Send or Schedule screen.
4. Click Add Tags and toggle the option on.
5. If you want the tag to trigger automations, enable the Automate option.
6. In the tag dropdown, type the name for your new tag.
7. Click Add to create the tag and apply it to your campaign.

Important Notes

Tags created this way are saved to your main Tags list and can be reused in other campaigns or automations. Be mindful of spelling and naming to avoid creating duplicate tags accidentally.

Frequently Asked Questions

Can I edit or remove a tag after scheduling?

Yes, you can edit or remove tags as long as the campaign hasn’t been sent. Once sent, tags are applied and cannot be automatically removed.

Will these tags appear in my main Tags list?

Yes, all tags created during scheduling are saved and visible in your CRM’s Tags section.

Do I need to enable Automate every time?

Only enable Automate if you want the tag to trigger automations. You can add tags without enabling Automate for segmentation purposes.

Can I add multiple tags at once?

Yes, you can create and apply several new tags before finalizing your schedule.

Next Steps

Review your current email campaigns to see where tags could improve segmentation. Try creating tags on the fly in your next campaign to save time. Consider setting up automations that use these new tags for more personalized follow-ups.