Tags

Tags are the segmentation system in Send Emails. Instead of maintaining separate lists, you keep one contact database and label people with as many tags as you like — newsletter, customer, lead-magnet-a, event-2026. Campaigns and automations then target by tag.

Creating and managing tags

Go to Send Emails → Tags:

• Add Tag — give it a name (the slug is generated automatically and must be unique) and an optional description so future-you remembers what it’s for.
• Edit a tag to rename it — every contact carrying it updates instantly, since contacts reference the tag rather than storing its text.
• Delete one or more tags — this removes the label from all contacts but never deletes the contacts themselves.

Assigning tags to contacts

Tags get onto contacts in five ways:

1. Manually — on the contact form, type to pick existing tags or create new ones inline.
2. During CSV import — apply tags to everyone in the file. See Importing & Exporting.
3. From forms — each form integration can assign default tags to every submission, so your contact form feeds newsletter while your download form feeds lead-magnet-a.
4. From your store — the WooCommerce & EDD integrations tag synced customers.
5. By automation — the add tag and remove tag steps let automations move people between segments based on behavior.

Using tags to target

• Campaigns — choose one or more tags as the recipient audience instead of all subscribers; the recipient count preview updates live.
• Automations — the tag added trigger starts a sequence the moment a tag lands on a contact, and has tag / doesn’t have tag conditions gate any automation.

Tagging strategy that works

• Tag by source (form:footer, imported-2026) so you know where people came from.
• Tag by interest (woocommerce-tips, agency) so you can send relevant campaigns instead of blasting everyone.
• Tag by lifecycle (lead, customer, vip) and let automations move contacts along — for example, an order-placed automation that removes lead and adds customer.
• Prune unused tags occasionally; a tidy tag list keeps campaign targeting obvious.