Create Tags from the Email Send or Schedule Page

You can now create tags inside the Send or Schedule page of an email campaign, instead of pre-building them in the Tags section first. New tags get added to your CRM tag list automatically and can trigger automations on the same screen.

Why on-the-fly tag creation matters

Tags drive segmentation and trigger automations. Pre-building every tag before you schedule a send slows down campaign setup. Creating tags inline keeps you in flow.

• No pre-creating tags in advance
• Fewer clicks and less context switching
• New tags propagate to your overall CRM tags list
• Optional inline automation trigger

How to create tags from the Send or Schedule page

1. Go to Email Marketing in Sparkforge.
2. Create a new campaign or open one you're preparing to send.
3. Open the Send or Schedule screen.
4. Click Add Tags and toggle it on.
5. Enable Automate if you want the tag to trigger automations.
6. In the tag dropdown, type your new tag name.
7. Click Add to create and apply it to the campaign.

Important notes

• Tags created here are added to your CRM tag list automatically
• Watch spelling and naming consistency to avoid duplicates
• You can edit or remove tags only before the campaign is sent

FAQ

Can I edit or remove a tag after scheduling?

Yes, until the campaign sends. Once sent, the tags are applied to contacts and can't be removed automatically.

Will tags created on the fly show up in my CRM tag list?

Yes. Any tag created during scheduling is saved to your overall CRM tags list and reusable in future campaigns and automations.

Do I always need to enable Automate?

Only if you want the tag to trigger automations. You can add tags purely for segmentation without enabling Automate.

Can I add multiple tags at once?

Yes. Create and apply as many new tags as you need before finalizing the schedule.