How to Create and Manage Email Tags

Tags are custom labels you can use to categorize your emails and templates in ContactMonkey. Using tags helps you organize your content, filter your analytics, and quickly find what you need across your Email Library, drafts, and sent campaigns.

This guide will walk you through creating, applying, managing, and reporting on tags.

How to Create a Tag

Follow these steps to create a new tag for your team:

1. Click your name at the top right of your dashboard and select Settings
2. Click Email Settings
3. Locate the Tag Management section and click Add New Tag
4. Enter a name for your tag, select a color, and click Save

How to Apply and Remove Tags

You can apply tags to new emails during creation or to existing items in your Email Library, Scheduled, Sent, and My Templates tabs.

Applying Tags to Existing Emails (Single or Bulk)

For a single email:

• Click the Actions drop-down to the right of your desired campaign
• Select Edit Settings
• Select as many tags as you need from the dropdown menu and click Save changes

For multiple emails (bulk action):

• Use the checkboxes to select all the emails you want to tag
• Click the blue Actions button that appears at the top of the list
• Select Apply Tag or Remove Tag and choose the desired tag(s)

Note: A tag applied to a template will automatically carry over when that template is used to create a new draft, and it will remain on the email when it is scheduled or sent.

Applying Tags While Creating a New Email

When you create a new email, you can apply a tag immediately.

1. Click Create New Email in your email library
2. Select your desired tag(s) from the Tags dropdown menu in step 2
3. Click Create

How to Manage Existing Tags (Edit or Delete)

You can edit a tag's name and color or delete it entirely from the Settings menu

1. Click your name at the top right of your dashboard and select Settings
2. Click Email Settings
3. In the Tag Management section, you can:
   • Edit the name by clicking inside the text box
   • Change the color by clicking the color swatch
   • Delete a tag by clicking the trash bin icon
4. Click Save to confirm your changes

Important: Deleting a tag is permanent and will remove it from all associated emails and templates. This action cannot be undone.

Using Tags for Filtering and Reporting

Tags are a powerful tool for analyzing your campaign performance. In the Reports section, you can:

• Filter by Tag: Use the Tags filter to view analytics for one or more tags

• Add as a Column: Add the "Email Tag" column to your campaign list for easy viewing

• Export Data: Tag information is included in your CSV exports, allowing for deeper analysis.

Learn more in our guide here.

Best Practices and Examples

To get the most out of tags, we recommend a clear and consistent strategy.

• Keep it Simple: Aim for a concise list of tags (under 15 is ideal) to avoid confusion.
• Develop a System: Create a standard naming convention and share it with your team. Keep tag names short and clear (e.g., "Weekly Newsletter" instead of "The Newsletter We Send Out Every Week").
• Go Back and Tag Old Content: Use filters like "Created by me" or subject lines to find and tag older emails, which will enrich your historical data.

Example Tag Ideas:

• Communication Type: Weekly Newsletter, CEO Update, Benefits Info, DEI Initiative
• Approval Status: Draft, Pending Approval, Approved
• Time-Based: Q1-2025, Q2-2025, September
• Audience/Location: Internal, All-Staff, North America, EMEA

Frequently Asked Questions (FAQ)

What is the character limit for tags?
Tags have a 30-character limit. Emojis and special characters are supported!

Can I undo removing a tag from multiple emails?
No, removing a tag is a permanent action and cannot be undone.

Can tags be applied automatically based on rules?
This feature is not currently available. If you're interested in automated tagging, please share your feedback with your Customer Success Manager or our support team at support@contactmonkey.com.

See Also

• Optimizing Your Email Creation Workflow