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How to create and manage tags

Learn how to create, use, and manage tags in LearnyMail.

With LearnyMail, tags help you organize and segment your contacts efficiently. Here's how to create and manage them:

1. Access Tag Settings

  • Navigate to MarketingEmailsSettings tab.

  • Open the Tags sub-tab.

2. Create New Tag

  • Click Add tag.

  • Enter a name for your tag and add a description (optional).

  • Click Confirm to create the tag.

3. Use Tags

Tags can be:

  • Applied automatically through forms.

  • Assigned manually from a contact’s profile or from your user lists (CRM or LearnyMail contacts list).

4. Tag Management

From your tag list, you can:

  • Edit existing tags.

  • Delete tags you no longer use.

  • Duplicate existing tags.

  • View all contacts who have a specific tag.

Using tags effectively helps personalize your communications and manage your audience more strategically.

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