Add a tag
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1. Introduction
Definition
"Add a tag" is a mass action in the Audience section that simultaneously assigns a selected tag to a group of clients. It is a Manage stage tool of the customer lifecycle — tags serve as the foundation for audience segmentation, filtering, and targeting of subsequent communications.
The action reads the client list from the Audience section (respecting the active Filter Panel filter) and writes the added tag to the tags attribute of each Client's Card. After application, the tag becomes available as a filter condition in Audience, CRM, Smart Sender, and Filter blocks of sales tunnels.
The B2B operator (manager, marketer, administrator) launches the mass action through the Audience interface: selects clients via checkboxes or the "Select All" button, specifies a tag (existing or new) and execution time, and confirms the launch.
The B2C client does not interact with this action directly — they receive no notification about the new tag and see no changes in their interface. The tag affects them indirectly: being placed into a tagged segment determines which messages they will receive later (Smart Sender broadcasts, new tunnels, or exclusions from communications).
The Client's Card is updated with the new tag list, including a timestamp and the operator who initiated the mass action. This provides a transparent history of client attributes and lets you trace when and why a client landed in a specific segment.
After reading you will understand:
how to assign a tag to a group of clients simultaneously in the Audience section;
how mass tag addition differs from manual editing of a single Client's Card;
how to schedule the execution time of a mass action and what the "Recommended" checkbox does;
where tags themselves are created and why they need to be prepared in advance;
how the assigned tag is later used in filters, CRM, Smart Sender, and sales tunnels.
Purpose
"Add a tag" is the core tool for subscriber base segmentation: with one execution, you label dozens or hundreds of clients with a shared attribute that later works as a condition across all platform modules.
At the Manage stage, mass tagging covers the tasks of maintaining base "health": isolating "hot" leads after a webinar, marking participants of a promotion, grouping clients by product, city, or status for subsequent campaigns. The job — turn the flat Audience list into manageable segments without manually editing each Client's Card.
2. How to perform the "Add a tag" mass action
2.1. Open the "Audience" section
Go to the Audience section — the working table with all company subscribers. If needed, configure the Filter Panel in advance to narrow the list to the clients who should be tagged.
2.2. Open the "Mass Actions" menu
On the right side of the Audience table click "Mass Actions" — a list of available group operations opens.
2.3. Select the "Add Tag" action
From the list of mass actions choose "Add Tag". The action configuration form opens.
2.4. Select clients
Tick the clients to whom the tag should be assigned. You can use checkboxes (only on one page, within 30 subscribers) or click "Select All" to cover the entire current Audience selection respecting the filter.
2.5. Specify the tag and execution time
Pick an existing tag from the dropdown or create a new one directly in the input field.
Set the date and time of execution — the mass action can be scheduled for the future.
The "Recommended" checkbox automatically schedules the mass action for 02:00 AM server time — this reduces platform load during peak hours.
Click "Add Tag" to confirm the launch. After execution the tag appears in the Client's Card of every selected subscriber.
Related guides
Overview of all mass actions in the Audience section. | |
Reverse action — mass tag removal from a group of clients. | |
Setting up and creating tags in CRM settings of the platform. |
Key terms
Add a tag | A mass action in the Audience section: assigns a chosen tag to a group of clients simultaneously, writing it to the tags attribute of the Client's Card. A Manage-stage segmentation tool. |
Tag | A label attribute of a client, created in CRM settings. Used as a condition in Audience, CRM, Smart Sender, and Filter-block filters of tunnels. |
Mass actions | A menu in the Audience section with group operations on selected clients (add/remove tag, move to archive, blacklist, unsubscribe, etc.). |
Audience | A platform section with the table of all company subscribers. The data source for mass actions and entry point for filtering. |
Client's Card | The central data spine of the platform: the client profile where all attributes are stored (tags, statuses, communication history). |
Filter Panel | Cross-platform component: defines the selection of clients by tags, statuses, sources, and dates. Determines who is included in the mass action when "Select All" is clicked. |
Manage | A stage of the customer lifecycle in Leeloo.AI: maintenance and segmentation of the subscriber base between communication touchpoints. |
Recommended | An option in the mass action form: automatically schedules execution for 02:00 AM server time to reduce platform load. |