Tags make it easier to organize email accounts and assign them to campaigns.
Organize email accounts by grouping them with custom tags
Filter accounts in the Email Accounts dashboard using the Tags dropdown
Assign tagged accounts to campaigns in bulk instead of selecting accounts individually
Create unlimited tags to match your workflow and account structure
Filter Accounts by Tag
Go to the Email Accounts dashboard
Click the Tags dropdown
Select a tag to view only the accounts associated with that tag
Create Tags
From Settings
Go to the Custom Tags tab
Click the Create New Tag button
Enter tag name and description
Click Create to save your new tag
Note: Duplicate tags are not allowed. Creating a tag with an existing name will trigger this error: 'A tag with this name already exists'
From the Email Accounts dashboard
Go to the Email Accounts dashboard
Click on an email account
In the pop-up window, go to Settings
Type your tag name and add a description (optional)
Scroll down, then click Save
Assign Tags
Go to the Email Accounts dashboard
Click on an email account individually
In the pop-up window, go to Settings
Click the Tags dropdown and select an existing tag
Scroll down, then click Save
Tag multiple accounts in bulk
Go to the Email Accounts dashboard
Select the checkboxes next to the accounts you want to tag
Click Edit accounts in the top-right corner
In the pop-up window, go to Settings
Click the Tags dropdown and select the tag
The selected tag will be added to all selected accounts
Remove Tags
Go to the Email Accounts dashboard
Click on the email account individually
Navigate to Settings in the pop-up window
Scroll to the Tags section
Click the X icon next to the tag to remove it
Scroll down, then click Save
Remove tags in bulk
Go to the Email Accounts dashboard
Select the checkboxes next to the accounts
Click Edit accounts in the top-right corner
In the pop-up window, go to Settings
Scroll to the Tags section
Click the X icon next to the tag to remove it
The tag will be removed from all selected accounts.
Delete Tags Completely
To completely delete a tag from your workspace:
Go to the Custom Tags tab
Click the trash icon to delete
Once a tag is deleted, it will be removed from all the associated accounts and campaigns
