Organize and filter your campaigns by creating and applying tags. This article will show you how to Create, Apply, Remove, and Use campaign tags.
Create Tags:
- Navigate to the Tags page.
- Click ""Add New Tag"" button.
- Enter tag name and choose a color.
- Save Changes.
Apply Tags:
- Navigate to the Campaigns page.
- Select one or more campaigns using the checkbox next to the campaign name.
- Hit the Apply Tag button from the toolbar
- Select tag/s from the dropdown and hit Apply Tag(s).
The campaign tag will not be applied to contacts within that campaign.
Use Tags:
Campaign tags can be used in Filters on the Campaigns page.
There are two options: filtering and displaying campaigns based on whether they contain or do not contain selected tags. For instance, if we want to view campaigns that include the ""Demo"" tag, we would select it in the ""CONTAIN TAGS"" field.
And if we want to see all campaigns but the ones with the Archive tag, we will use ADD EXCLUDE FIELD.
Remove Tags:
- Navigate to the Campaigns page.
- Select one or more campaigns using the checkbox.
- Click on the arrow next to the Apply Tag button, and then hit Remove Tags
- Click on a small X next to a tag to remove it from the campaign.
Options to Apply or Remove Tags are available in the Additional menu from the Actions column. To access them, click on the three dots and select an option to use.
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