Tags

What it does

Tags are short labels you create once and then apply to campaigns and segments, so you can tell content streams apart and filter long lists.

When to use it

Use tags when one WhatsApp channel carries more than one stream of content, and a name alone does not make the purpose of a campaign or segment obvious — for example Catering, Retail or Sponsored.

Create your tags here first, then apply them on the individual campaign or segment:

Steps

Add a tag

1. Open WhatsApp → Tags.
2. Type a name in New tag name. Names can be up to 40 characters.
3. Select Add tag.

Rename a tag

1. Open WhatsApp → Tags.
2. Edit the name in the row you want to change.
3. Select Rename beside it. The new name replaces the old one everywhere the tag is used.

Delete a tag

1. Open WhatsApp → Tags.
2. Select Delete in the row you want to remove.
3. Read the confirmation. It either says This tag is not used by any campaigns or segments, or lists how many scheduled campaigns, sent campaigns and segments will lose the tag.
4. Select Delete to confirm.

What you'll see

The page lists every tag you have created, with a Name you can edit in place and three counts: Scheduled campaigns, Sent campaigns and Segments. The counts tell you how widely a tag is used before you rename or delete it.

Before you add your first tag, the list shows No tags yet. Add a tag to start labelling campaigns and segments.

Once tags exist, they appear across the WhatsApp section:

• A Tag (optional) picker when you create or edit a segment or a scheduled campaign. Each segment and each campaign carries one tag, or No tag.
• A Tag picker with a Save tag button on a sent campaign's own page, so you can label campaigns that were sent before you created your tags.
• A Tag column on the Scheduled, Sent and Segments lists, showing the tag name, or a dash when the record has no tag.
• A tag filter on the Segments and Sent lists, showing All tags until you choose one. Tick any tags you want to see, tick Untagged for records with no tag, and use Clear filter to start again. Filters are kept in the page address, so you can bookmark or share a filtered view, and exports follow the same filter.
• Tag headings in the audience picker when you choose segments for a campaign, with segments that have no tag grouped under Untagged. The Search segments or tags… box matches tag names as well as segment names.

A campaign's tag is carried across to the sent campaign when it sends.

If something goes wrong

• A tag with that name already exists: tag names must be unique within your company. Choose a different name, or use the existing tag.
• Name is required: the box was empty or contained only spaces. Type a name and try again.
• Tag not found: the tag was deleted while your page was open. Reload the page and choose an available tag.
• No tags yet. Create tags to label campaigns and segments: this appears in place of a tag picker when your company has no tags. Add a tag on this page, then reopen the campaign or segment.
• A filtered list is suddenly empty: the tag it was filtered by has been deleted, and the filter button shows 1 tag instead of a name. Open the filter and select Clear filter, then choose a tag that still exists.
• A tag you expected is missing from a campaign or segment: check the counts on this page. If someone deleted the tag, recreate it and apply it again; deleting does not undo.

If a tag still behaves unexpectedly after reloading the page, contact your onboarding manager.