Client Tags

Tags let you organize clients into flexible, searchable groups — like cruise, disney, luxury, or VIP. Once tagged, you can filter your client list by tag and send targeted email campaigns to specific segments.

Adding Tags to a Client

1. Open the client's detail page
2. Click Add Tags in the profile header
3. Search for an existing tag or type a new name and press Enter to create it
4. Choose a color for new tags using the color picker
5. Check or uncheck tags to assign or remove them

Tags save immediately — no need to submit a form.

Creating and Managing Tags

Tags are workspace-wide, so any tag you create is available for all clients. Create new tags directly from the tag picker on any client profile:

1. Type the tag name in the search field
2. Click + or press Enter to create it
3. Pick a color from the preset swatches

There is no limit on the number of tags.

Filtering the Clients List by Tag

The Clients page shows a row of tag chips above the client table. Click a tag chip to filter the list to clients with that tag. You can activate multiple tags at once — clients matching any of the selected tags are shown (OR logic).

Click Clear to remove all active tag filters.

Auto-Tagging from Intake Forms

When a client fills out an intake form, JourneyFuse can automatically apply tags to them. This works out of the box for built-in form types:

Form type	Default tag applied
Cruise Request	cruise
Disney Request	disney
All-Inclusive Request	all-inclusive

You can customize which tags get applied (or add additional ones) in the form's Settings panel under Tags to apply on submission.

Using Tags with Campaigns

Tags are the primary way to segment email campaigns. When building a campaign, use the Narrow by tag section in the Recipients step to target only clients with specific tags — for example, send a cruise deal exclusively to clients tagged cruise.

See Email Campaigns for details.

Related Articles

• Managing Clients — client profiles and the clients list
• Form Builder — creating and customizing intake forms
• Email Campaigns — sending targeted campaigns using tags