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How to create and manage tags

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


This article explains how to create and manage tags in LearnyMail.

Use it when you want to organize your contacts, segment your audience, or personalize your communications based on specific contact groups.


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 (bottom right) to create the tag.

3. Use Tags

Tags can be:

  • Applied automatically through forms.

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

4. Tag Management

From your tag list, you can:

  • View all contacts who have a specific tag.

  • Edit existing tags.

  • Duplicate existing tags.

  • Delete tags you no longer use.

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

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