Overview

Tags in MailerLogic help you organize, segment, and target your contacts efficiently. You can:

• Add tags to contacts

• Remove tags

• Rename existing tags

• Merge multiple tags into one

• Use tags in segments for targeted campaigns

This guide explains everything you need to manage tags effectively.

What Are Tags?

Tags are simple labels you attach to contacts to categorize them.

Think of tags like sticky notes — they help you quickly group contacts based on interests, behavior, source, or status.

Examples of Tags

• vip

• newsletter

• webinar-2024

• interested-pricing

• braincert

• customer

• trial

Why Use Tags?

Tags make it easy to:

• Organize contacts by type or behavior

• Send targeted campaigns

• Track campaign sources

• Build dynamic segments

• Analyze engagement by group

Tags are lightweight and flexible — you don’t need to pre-create them.

How Tags Work in MailerLogic

1. Tags Are Created Automatically

You don’t need to manually create tags first.
When you add a tag to a contact, it is automatically created.

2. Tags Are Shared Across All Contacts

Once a tag exists, it becomes available account-wide.

3. Tags Auto-Clean

If a tag is removed from all contacts, it automatically disappears from your tag list.

Managing Tags from the Dashboard

Navigate to:

CRM → Tags

From here, you can:

• View all tags

• See contact count per tag

• See last used date

• Rename tags

• Delete tags

• Merge multiple tags

How to Add Tags to Contacts

Method 1: When Creating a Contact (API)

{
  "email": "john@example.com",
  "first_name": "John",
  "last_name": "Doe",
  "tags": ["newsletter", "vip"]
}

Method 2: Add Tag to Existing Contact (API)

POST /api/v1/contacts/{contact_id}/tags
{
  "tag": "premium-customer"
}

Method 3: Import Contacts via CSV

Include a tags column:

email,first_name,last_name,tags
john@example.com,John,Doe,"newsletter,vip"
jane@example.com,Jane,Smith,"newsletter"

How to Remove a Tag from a Contact

DELETE /api/v1/contacts/{contact_id}/tags/{tag_name}

Example:

DELETE /api/v1/contacts/12345/tags/newsletter

How to View All Tags

GET /api/v1/contacts/tags

Response includes:

• Tag name

• Contact count

• Date added

• Last used date

• Last modified date

How to Rename a Tag (New Feature)

You can rename a tag directly from the Tags screen.

Rename from Dashboard

1. Go to CRM → Tags

2. Click the three-dot menu beside a tag

3. Select Rename





4. Enter the new tag name

5. Save

All contacts with the old tag will automatically receive the new tag name.

Rename via API

PATCH /api/v1/contacts/tags/{old_tag_name}
{
  "new_name": "new-tag-name"
}

When to Use Rename

• Fix typos (premuim → premium)

• Standardize naming (Newsletter → newsletter)

• Improve consistency (VIP Customer → vip)

How to Merge Tags (New Feature)

Tag merging allows you to combine multiple tags into one clean, unified tag.

This is useful when:

• You have duplicate tags

• Different team members used variations

• You imported inconsistent data

• You want to consolidate old campaign tags

How Merging Works

When you merge tags:

• All contacts with the selected tags receive the target tag

• All source tags are removed

• Changes are applied atomically (all-or-nothing)

Merge Tags from the Dashboard

1. Go to CRM → Tags

2. Click Merge Tags (top-right button)
   
   
   
   

3. Select the tags to merge

4. Enter the target tag name

5. Click Merge Tags
   
   
   

✔ All selected tags will be replaced with the new tag.

Merge Tags via API

Endpoint:
POST /api/v1/contacts/tags/merge

Example Request

{
  "source_tags": ["Newsletter", "newsletter", "NEWSLETTER"],
  "target_tag": "newsletter"
}

Example Response

{
  "success": true,
  "data": {
    "source_tags": ["Newsletter", "newsletter", "NEWSLETTER"],
    "target_tag": "newsletter",
    "contacts_affected": 150,
    "tags_removed": 298,
    "tags_added": 23
  }
}

Real-World Merge Examples

1. Case Variations

Merge:

• Newsletter

• newsletter

• NEWSLETTER

Into:

• newsletter

2. VIP Consolidation

Merge:

• vip

• VIP Customer

• vip-member

Into:

• vip

3. Year-Based Cleanup

Merge:

• customer-2023

• customer-2024

• customer-2025

Into:

• customer

4. Typo Fix

Merge:

• premim

• premuim

Into:

• premium

Using Tags in Segments

Tags are powerful when combined with segmentation.

Example: Contacts with Tag “vip”

{
  "filters": [
    {
      "property": "tag",
      "operator": "is",
      "value": "vip"
    }
  ]
}

Multiple Tags (AND Logic)

Contacts with BOTH vip AND newsletter:

{
  "filters": [
    {"property": "tag", "operator": "is", "value": "vip"},
    {"property": "tag", "operator": "is", "value": "newsletter"}
  ],
  "match_type": "all"
}

Exclude a Tag

Newsletter subscribers who are NOT VIP:

{
  "filters": [
    {"property": "tag", "operator": "is", "value": "newsletter"},
    {"property": "tag", "operator": "is_not", "value": "vip"}
  ],
  "match_type": "all"
}

Tag Naming Best Practices

Recommended Guidelines

• Use lowercase: newsletter

• Use hyphens: premium-customer

• Keep it short

• Be consistent

• Use prefixes like:

  • source-facebook

  • campaign-spring-2026

  • status-trial

Tags vs Custom Properties

Use tags for segmentation.
Use custom properties for structured data.

Frequently Asked Questions

Can I undo a merge?

No. Merges are permanent. You can manually re-add old tags if needed.

Do tags affect email deliverability?

No. Tags are organizational only.

Can multiple users see the same tags?

Yes. Tags are account-wide.

Is there a limit?

No hard limit, but we recommend keeping active tags under 100 for clarity.