Campaigns · 1 min read
Create Tags While Sending or Scheduling a Campaign
Why it helps
Tags let you segment contacts and trigger automations. You can create a new tag right from the Send or Schedule screen, so you don't have to stop and create it in Settings first.
- Faster setup with fewer clicks
- Tags are ready for automations that depend on them
- Better targeting for follow-ups
How to create a tag while scheduling
- Go to Marketing → Emails → Campaigns and open or create a campaign.
- Click Send or Schedule.
- Turn on Add Tags.
- Turn on Automate if you want the tags to trigger automations.
- In the tag dropdown, type the new tag name.
- Click Add. The tag is created and applied to the campaign straight away.
- Finish your send or schedule settings and confirm.
The new tag is saved to your account and can be used anywhere tags are used, including workflows and smart lists.