Tags

Tags are custom metadata attributes you can assign to groups of related items and content in OptiPub. Tags are defined globally across your account β€” the same tags can identify relations between campaigns, funnels, articles, messages, advertisements, promotions, landing pages, subscribers, and more.

OptiPub does not create or assign any tags by default.

Uses for Tags

  • Organization β€” Filter tables by tags to search for and review related items.
  • Statistics β€” Some tables (like Messages) aggregate statistics by column. Tags can refine these totals to a specific group of related items.
  • Funnels β€” Query funnel events by tag to match activity on a group of resources.
  • Subscribers β€” Tag subscribers, subscriptions, and pricing plans to track performance and revenue across your customer journey.

Create a Tag

  1. Navigate to Content > Tags.
  2. Click Create.
  3. Fill in the fields:
FieldRequiredDescription
NameYesA short, descriptive name. Must be unique across your account.
DescriptionNoAdditional context about the tag's purpose.
ColorNoA background color for visual identification.
  1. Click Save.

Merge Tags

Merging combines two or more tags into a single tag. All resources assigned to the merged tags will be updated to use the surviving tag.

  1. Navigate to Content > Tags.
  2. Select at least two tags using the checkboxes.
  3. Click the Merge button.
  4. Choose which tag to keep β€” the others will be merged into it.
  5. Click Merge to confirm.

Merged tags are permanently deleted. This cannot be undone.