Setting Email Tags

Tag your emails to organize and sort them. With tags, it's easy to organize your emails and target specific emails for use in other areas of the Lead Gen & CRM product.

Setting Tags On Emails

To set tags, click on Email in the Lead Gen & CRM platform's left toolbar. Before you can add tags to emails and begin tracking them, you must create or edit an email. 

Note: The new email editor focuses on rendering and ease of use. Email tags are available in the older editor. To learn more about the new email editor, read Overview of the New Email Editor. Edit or clone a classic email template to access the older email editor. 

1. In the Email Designer, click on     Email Tags, next to the title of your email.
   
   
    
2. A popup may appear if your email does not have any tags already set. Search for an existing tag or enter a new tag in the popup to add it. Press enter after you've typed in your new tag.
   
   
    
3. Click on the Tags dropdown, then click    Edit Email's Tags.
   
   
    
4. In the popup that appears, search for existing Tags or create new Tags. 
5. When finished, click Close.
   
   
    
6. Be sure to Save your changes to the email.
   
   
    

Note: After setting tags, click    Email Tags again to hide the tag bar if needed. 

When adding or editing email tags, be aware of the following:

• Clicking     Edit Email's Tags will display all tags currently attributed to the email.
• To remove any unneeded tags, click     Remove next to the tag.
• Clicking the Select a group text box when it does not have text in it will display all tags across all emails.
• Once the email has been tagged, the email tag(s) will appear next to the Edit Tags button. 

Refer to Using the Tag Manager for more information on creating or editing email tags.

Questions?