Subscriber Tags

Subscriber tags help you segment and identify specific groups of subscribers within your campaign. They are primarily used to set up conditional reward logic, allowing you to trigger rewards when certain tag conditions are met.

Creating and Managing Tags

Before assigning tags to subscribers, you must first create them in the Manage subscriber tags section of your campaign settings.

Tag Assignment Methods

You can assign tags to subscribers in the following ways:

1. Manually by the Admin

   Tags can be added or edited directly from a subscriber’s profile via the campaign dashboard.

2. Automatically Apply Advocate’s Tags to Referrals In the Manage subscriber tags section, there’s a toggle: Apply subscriber tags to their referrals When enabled, any tags assigned to an advocate will also be applied to all of their referrals—alongside any tags the referrals receive through signup or API.

3. Through Zapier You can assign tags by passing them in your Zap when creating or updating a subscriber.

4. Through the API Tags can be included during subscriber creation or update by passing them in your API request.

Important: Tags must first be created in the Manage subscriber tags section before they can be assigned via the API or Zapier. If a tag does not exist, it will not be added—even if specified in the API request or passed through a Zap.

1. Via the Widget During Signup You can configure a dropdown in your signup widget to let subscribers choose a tag during signup.

   1. If a new subscriber selects a tag during signup, the tag is saved to their profile.

   2. If the subscriber already exists in the same campaign with a tag, signing up again will not overwrite the existing tag.

   3. If a subscriber exists in Campaign A with a tag and signs up via the widget of Campaign B, the new tag from Campaign B is added to their profile. The subscriber will then have tags from both Campaign A and Campaign B.

Tag Behavior and Updates

1. Renaming Tags When a tag is renamed in the Manage subscriber tags section:

   1. The new name will automatically appear on all subscriber profiles where the tag is currently assigned.

   2. The change will also reflect in the Edit Subscriber modal.

2. Deleting Tags If a tag is deleted from the Manage subscriber tags section:

   1. It will no longer be available for new tag assignments.

   2. It will remain on existing subscribers who already had the tag.

   3. Any tag-based reward logic using that tag will remain functional unless manually updated.