Tags help you group contacts and trigger automations. With on-the-fly tag creation, you can create and apply new tags directly while scheduling or sending an email campaign, without leaving the campaign flow.
1
What is On-the-Fly Tag Creation?
How contact tags work
▾
What are Tags?Tags are labels you attach to contacts to group them by behavior, interest, or campaign status. They can trigger automations, filter your audience, and help you send more targeted follow-ups.
With on-the-fly tag creation, you do not need to set up tags beforehand. You can add new tags directly from the Send or Schedule screen while setting up your campaign.
new-lead
email-opened
booked-call
promo-may
vip-client
2
Key Benefits
Why on-the-fly tagging saves time
▾
No Pre-Setup NeededCreate tags in the moment without going to another screen
Fewer StepsLess clicking and no need to switch between sections
Better SegmentationGroup contacts more accurately for targeted follow-ups
Works with AutomationsTags can trigger connected automation workflows right away
Save Time When SchedulingSkip the extra steps and create tags as you go
3
How to Create Tags from the Send or Schedule Page
Step-by-step
▾
- Go to Email Marketing in your account.
- Open a new or existing campaign you are preparing to send.
- Go to the Send or Schedule screen.
- Click Add Tags and toggle it on.
- Turn on Automate if you want the tags to trigger automations.
- Type the name of your new tag in the dropdown.
- Click Add to create and apply the tag to the campaign.
✅
The tag is applied to the campaign and saved to your CRM tags list for future use.
4
Important Notes
Things to check before creating tags
▾
- Tags created this way are added to your CRM Tags list and will be available in future campaigns and automations.
- Watch your spelling and tag names to avoid creating duplicates by mistake.
- Double-check tag names before you finalize and schedule the campaign.
⚠️
Note: Tags cannot be removed automatically once a campaign has been sent. Review names carefully before scheduling.
5
Frequently Asked Questions
Common questions about contact tagging
▾
Can I edit or remove a tag after scheduling?
Yes, as long as the campaign has not been sent yet. Once sent, the tags are applied and cannot be removed automatically.
Will tags created on the fly show up in my CRM tags list?
Yes. Any tag created during scheduling is saved to your CRM Tags list and available for future use.
Do I always need to enable Automate?
Only if you want the tags to trigger automations. You can skip Automate if you just want to group or filter contacts.
Can I add more than one tag at a time?
Yes. You can create and apply multiple tags before finalizing the campaign.
6
Next Steps
Getting more out of contact tagging
▾
- Look through your current campaigns and find spots where tags can help with follow-ups.
- Try adding tags during your next campaign to get familiar with the process.
- Set up or update automations that use these tags to send more targeted messages.
💡
Need help setting up automations with tags? Reach out to the WiBiz team at hello@wibiz.ai.