Tags let you organize and identify your campaigns (email, SMS, WhatsApp, and Push) and automations. You can create tags based on criteria that matter to you, such as audience segments, goals, languages, or markets. They make it easier to keep everything organized and quickly find what you need.

What are tags?

Tags are custom labels that help you better organize, filter, and analyze your campaigns (email, SMS, WhatsApp, and Push) and automations. 

Expand the following accordion to view examples of tags you can use for your campaigns and automations:

Difference between folders and tags for campaigns

While folders let you group campaigns at a high level, tags provide a more detailed way to organize your content. Think of folders as your first level of organization, and tags as additional labels you can use to sort campaigns by criteria like audience, language, purpose, or market. This makes it easier to find specific campaigns later and to segment contacts based on their interactions with tagged campaigns.

Create a tag

You can create a tag for your campaigns and automations directly from the Manage tags page. You can also create a tag:

• While creating a campaign, or
• When filtering campaigns and automations by tags.

The tags you create can be assigned to both campaigns and automations.

To create a tag:

1. Go to the Manage tags page.
2. Click + Create tag under the Tags column or within an existing tag group.
   
3. Name your tag.
4. (Optional) Add it to a tag group to organize it with tags from the same category.
5. Choose a color to help visually categorize your tags.
6. Click Save tag.
   

Your new tag has been created.

Assign tags to a campaign

You can assign tags from the campaign listing page or while creating a campaign. 

Assign tags to an automation

You can assign tags from the automation listing page or from the automation editor.

Remove a tag from a campaign or automation

You can easily remove a tag you've assigned to a campaign or automation. 

To remove a tag from a campaign:

1. Go to Marketing > Campaigns or Automations > Workflows to access the listing page.
2. Click the cross icon ❌ on a tag to remove it from a campaign or automation.
   

The tag has been removed.

Filter and segment using tags

Use tags to easily filter campaigns and automations. You can also segment contacts based on their interactions with tagged campaigns.

Filter your campaigns and automations by tags

After tagging your campaigns and automations, you can filter them using those tags.

To filter your campaigns and automations:

1. Go to Marketing > Campaigns or Automations > Workflows to access the listing page.
2. Open the Select tags dropdown for campaigns or the Tags dropdown for automations.
3. Select the tags you want to use for filtering.
   

The listing page now only displays the campaigns or automations that have been assigned the selected tags.

Segment your contacts by campaign tags

Once you've tagged your campaigns, you can use those tags to segment contacts based on their interactions. For example, you can identify subscribers who received specific types of campaigns, such as those tagged with both "VIP" and "Reactivation".

To segment your contacts by tags:

1. Go to CRM > Contacts.
2. Click Add filter.
3. Access the category filter you want to use (e.g., Email, SMS, etc.)
   
4. Select the condition you want to segment contacts with (e.g., "Email opened").    
5. Click Choose which emails/campai gns.
6. Select the tag filter.
   
7. Select the tags you want to use to segment your contacts.
   

Your contact list now only displays the contacts who correspond to the segment you've created.

Group tags

You can create groups to organize your tags into similar categories. For example, you could create a group called "Language" to organize all your tags related to languages (e.g., FR, EN, ES).

Create a tag group

To create a tag group:

1. Go to the Manage tags page.
2. Under the Tags groups column, click Create group.
   
3. Name your tag group.
4. Click the checkmark icon ☑ to confirm.
   
5. (Optional) Drag and drop the tag group where you want in the Tags groups column to reorder it.

Add tags to a group

To add a tag to a group, simply drag and drop the tag from the Tags column or from another group into the desired tag group.

Delete a group

Deleting a group is irreversible. You can choose to delete the tag group only, or the tag group and the associated tags.

If you choose to delete the associated tags, they'll be removed from all your campaigns and automations, and you won't be able to filter or segment contacts using those tags anymore.

To delete a group:

1. Go to the Manage tags page.
2. Next to the group you want to delete, click the three dots icon and select Delete.
   
3. Select if you want to:
   • Delete the tag group only, or
   • Delete the tag group and its associated tags.
4. Click Delete tag group.
   

The group has been deleted.

Manage tags

You can find and manage your tags directly from the Manage tags page. 

Edit a tag

You can edit a tag's name, group, and color.

To edit a tag:

1. Go to the Manage tags page.
2. Next to the tag you want to edit, click the three dots icon and select Edit.
   
3. Edit the tag's name, group, and color, as needed.
4. Click Save.
   

Your tag has been updated with the new information.

Reorder tags

To reorder tags:

1. Go to the Manage tags page.
2. Drag and drop a tag where you want to reorder it. You can move it within the Tags column or into a specific group in the Tags groups column.
   
3. Repeat step 2 for all the tags you want to reorder.

Your tags have been reordered.

Delete a tag

Deleting a tag is irreversible. The tag will be removed from all your campaigns and automations, and you won't be able to filter or segment contacts using this tag anymore.

To delete a tag:

1. Go to the Manage tags page.
2. Next to the tag you want to edit, click the three dots icon and select Delete.
   
3. Click Delete tag to confirm.

Your tag has been deleted.

⏭️ What's next?

• Create and use tags in your transactional emails
• Organize your campaigns and templates with folders

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.