Campaign Tags

Tags help you to categorize a Campaign on the basis of their status or types. Access Tags by going to the Summary of the Campaign Detail. Users who have adequate permission can associate existing tags with a Campaign or create new Tags.

To create new Tags:

  1. Click CRM > Campaigns.
  2. Click the campaign you want to create a tag for.
  3. On the right side, you will find Tags. Click Add. You will see the Campaigns tag page.

    campaign tags

  4. Checkmark the tag you want to associate with your campaign and then click Update Campaign.

  5. On the Summary page of campaigns, you will find the tag added.


  6. To edit tags, click on the Edit button and make changes.You can also Delete or Modify a tag group and Ungroup tags.
  7. Click on the Tags button on the menu bar.

    campaign edit tags

  8. To delete a tag, select the tag you want to delete and click Delete.

  9. To modify a tag group, select the tags for which you want to change the group and click Modify Tag Group. Then, enter the Group name you want to associate with your tag and click Save.

  10. To ungroup tags, select the tags you want to ungroup and click Ungroup.

You can also add new tags. To see more details of how to add a new tag click here.