Tags

What Tags Are Best For

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

Use tags for facts, interests, sources, or states that may 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 work best for yes-or-no labels. If you need to store a specific subscriber attribute, 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 assigned to each tag. Use the subscriber count to find active tags, unused tags, and tags that may have been applied to too many subscribers.

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 recognize in forms, imports, broadcasts, segments, and automations.
4. Add a Description when the tag's meaning is not clear from the name alone.
5. Click Save.
6. Apply the tag through a Form, Import, subscriber profile, Magic Link, or Automation.

You can apply tags 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 tag hygiene matters. If two tags mean the same thing, choose which tag to keep, move the needed subscribers or workflows to that tag, and then merge or retire the extra tag before both tags spread into campaigns and automations.

If you use GDPR Consent, Mailrith may create GDPR: Email Consent and GDPR: Advertising Consent. These tags appear on the Tags page and can also be applied through integrations when an outside source collected the matching consent.

When importing subscribers, include tag columns in the CSV file or apply tags in the import wizard. This labels every imported subscriber with a clear source or campaign right away, which makes later targeting and troubleshooting 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 a CSV file that is 10 MB or smaller. The file needs a Name column and can include an optional Description column.
3. Click Import. Mailrith starts the import in the background and emails you when it finishes.
4. After the import finishes, review the Tags table and confirm that each expected tag name appears.

Using Tags Across Mailrith

Tags connect subscriber behavior to other Mailrith workflows. After a tag exists, you can use the tag in these places:

• Subscribers: add or remove tags on individual profiles or in bulk.
• Imports: apply a source, event, or campaign tag to every imported subscriber.
• 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 the tag's subscriber count and review a few subscriber profiles that have the tag. The tag is ready to use when the count matches your expectation and the sample profiles show the subscribers you intended to target.