Tagging workflows

Tags are a method of organizing and managing your workflows. By assigning relevant tags from the predefined automations folder, you can keep your workflows structured and easy to navigate.

There is no limit to how many tags you can assign to a single workflow.
Tags are case sensitive. For example, newsletter and Newsletter are considered two different tags.
You can edit tags (for example, rename them) even after assignment.

Using tags effectively will help you keep your workflow organized, improve searching and filtering, and make reporting easier.

Benefits

Keeps your workflows well-organized
Allows you to filter workflows by tags
Makes reporting and analysis clearer

Creating automation tags

To assign tags to a workflow, the tags must first be created in the automations tag folder:

Go to Data Management > Tags,
On the left panel, click the predefined automations folder.
In the upper-right corner, click Add tag.
Follow the instructions in the “Adding tags” section.

The list of tags in the predefined automations folder

Assigning tags to workflow

You can only add tags to a workflow after saving it. To assign tags:

In Automation > Workflows, find the workflow you want to assign a tag to.
On the far right, click .
From the dropdown list, select Workflow details.
Result:
Example workflow details
Click Add tags.
Result: A dropdown list appears. The list contains tags only from the automations tag folder.
Select a tag or tags from the list.

Assigning tags to nodes in a workflow

Communication-sending nodes can be tagged only with tags from the campaigns folder. Tagging these nodes enables more efficient filtering and tracking of the communications sent through them. Additionally, campaigns sent through these tagged nodes will be subject to applicable sending limits.

The sending nodes that can be tagged include:

Filtering workflows by tags

You can filter and search workflows on the list using tags from the automation folder. When you select multiple tags, the filter uses an AND rule, meaning only campaigns with all selected tags will show up in the results.