# Tags

> Tags are the fastest way to categorize subscribers — apply them through imports, forms, automations, and magic links, then use them as targeting filters across every send surface in Mailrith.

- Human page: https://mailrith.com/docs/tags
- Category: Subscriber Management
- Reading time: 9 min read

## What this guide covers
Label subscribers with flexible, binary markers that power targeting in broadcasts, sequences, automations, segments, and magic links.

## Sections
- What Tags Are Best For
- Create, Edit, and Import Tags
- Double Opt-In Options
- Using Tags Across Mailrith

## Visual Reference
![Mailrith tags directory showing tag names and subscriber counts.](https://mailrith.com/docs/screenshots/tags.png)

The Tags directory shows every tag in the workspace with its subscriber count — useful for identifying which tags are actively used and which have gone stale.

## What Tags Are Best For

Tags are simple labels you place on subscribers. A subscriber either has a tag or does not. This makes tags easy to understand, fast to apply, and useful throughout Mailrith for targeting, automations, preferences, and reporting.

Use tags for facts, interests, sources, or states that can change over time:

- **Signup source:** "source-webinar", "source-homepage", "source-event-booth", or "source-partner".
- **Interests:** "interest-product-updates", "interest-enterprise", "interest-workshops", or "interest-discounts".
- **Behavior:** "clicked-pricing", "downloaded-guide", "attended-demo", or "opened-launch-email".
- **Journey state:** "trial-started", "onboarding-complete", "customer", or "churn-risk".
- **Preferences:** "weekly-newsletter", "monthly-digest", or "events-only".

Tags are best when the answer is yes or no. If you need to store a specific value, such as plan name, renewal date, company size, or preferred region, use a custom field instead.

## Create, Edit, and Import Tags

Click **Tags** in the left sidebar to see every tag in the workspace and the number of subscribers currently carrying each one. The count helps you spot active tags, unused tags, and tags that may have been applied too broadly.

1. Click **Tags** in the left sidebar to open the Tags page for the workspace where you want to use the label.
2. Click **Create Tag** in the page header.
3. In the **Create Tag** drawer, enter a short **Name** that users will understand in forms, imports, broadcasts, segments, and automations.
4. Add a **Description** when the tag's meaning is not obvious from the name alone.
5. Turn on **Enable Double Opt-In** only when you want subscribers with this tag to confirm their email address before completing that signup path.
6. If double opt-in is enabled, fill **Confirmation Email Subject** and **Confirmation Email Body**.
7. Under **On Confirmation Success**, choose **Show success message** and write the message, or choose **Redirect to a page** and enter the redirect URL.
8. Click **Save**.
9. Apply it through a [Form](https://mailrith.com/docs/forms.md), [Import](https://mailrith.com/docs/subscriber-imports-exports.md), subscriber profile, [Magic Link](https://mailrith.com/docs/magic-links.md), or [Automation](https://mailrith.com/docs/automations.md).

Tags can be applied manually on subscriber profiles, during CSV imports, after form submissions, through magic links, from automation actions, or in bulk from the subscriber directory. This flexibility is useful, but it also means tag hygiene matters. If two tags mean the same thing, merge or retire one before both spread into campaigns and automations.

When importing subscribers, include tag columns or apply tags in the import wizard. This gives every imported contact a clear source or campaign label immediately, which makes later targeting and troubleshooting much easier.

1. To import tags in bulk, click **Import Tags** on the **Tags** page.
2. In the **Import Tags** drawer, use **Upload CSV** to choose the tag file.
3. Click **Import**, then review the Tags table to confirm the expected names were added.

## Double Opt-In Options

Tags can be connected to double opt-in. When double opt-in is enabled for a tag, a person who signs up through a form must confirm their email address before that tag is fully applied and before they are treated as confirmed for that signup category.

This is useful when a list needs extra confirmation, such as a newsletter, high-frequency updates, event registrations, beta access, or any subscriber group where consent quality matters. A confirmation step reduces fake addresses, accidental signups, and typos that would otherwise hurt deliverability.

Double opt-in is configured per tag, not globally. That means one form can apply a normal tag with no confirmation, while another form applies a tag that requires confirmation. Use this when different signup paths need different consent rules.

For the full setup flow, confirmation email behavior, and troubleshooting guidance, read [Double Opt-In](https://mailrith.com/docs/double-opt-in.md).

## Using Tags Across Mailrith

Tags connect subscriber behavior to the rest of Mailrith. Once a tag exists, it can be used in many workflows:

- **Subscribers:** add or remove tags on individual profiles or in bulk.
- **Imports:** apply a source, event, or campaign tag to every imported contact.
- **Forms and landing pages:** automatically tag people based on which signup path they used.
- **Broadcasts:** include or exclude subscribers by tag when choosing recipients.
- **Segments:** combine tags with status, custom fields, forms, sequences, and other conditions.
- **Sequences:** decide whether a subscriber receives a particular sequence email based on current tags.
- **Magic links:** let subscribers add or remove tags with one click inside an email.
- **Automations:** start a workflow when a tag is added or removed, check whether a subscriber has a tag, or add and remove tags as steps in the flow.

Before using a tag in a live send or automation, check its subscriber count and a few example subscribers. This helps confirm the tag means what you think it means.

## Related Guides
- [Double Opt-In](https://mailrith.com/docs/double-opt-in.md): Double opt-in helps prove that a subscriber controls the email address they submitted. In Mailrith, it is configured on tags so each signup category can have its own confirmation email and success experience.
- [Subscribers](https://mailrith.com/docs/subscribers.md): The Subscribers page is the operating hub for your subscriber list — search, status filtering, bulk actions, CSV imports and exports, and per-subscriber activity timelines all live here.
- [Segments](https://mailrith.com/docs/segments.md): Segments define reusable subscriber rules that stay current without manual maintenance — use them to target broadcasts, filter sequence emails, and build complex nested conditions from simple building blocks.
