customer, webinar-march, beta. It has no
hierarchy, no meaning of its own, and no effect until you target it.
Tags belong to the organization and cross lists — the same label can sit
on contacts from several lists, which is exactly what makes it useful for describing a person rather
than a subscription.
How you use one
Tags appear on their own screen as soon as they exist, and they can be created from anywhere a contact is touched: by hand on a contact, as batch tags during an import, or through the API. Then a tag is used in three places:- as the audience of a campaign, narrowing the list to the contacts that carry it;
- as a criterion inside a segment, combined with others;
- as a sequence trigger, or as a step that adds or removes a label along a journey.
What refuses
Deleting a tag that nothing uses removes it from the contacts that carried it — the contacts themselves are untouched. Deleting a tag that a campaign targets, a sequence triggers on, or a segment references is refused, and the message names what stands in the way. Silently dropping it would change who receives a send without anyone noticing.What it is not
| Who sets it | Scope | What it does | |
|---|---|---|---|
| Tag | you | organization | describes the person |
| Segment | you | one list | selects part of a list from criteria |
| Topic | the recipient | organization | excludes a theme from what they receive |