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Tags

Organize your touchpoints with custom tags to streamline campaign management, enable powerful filtering, and improve workflow organization. Tags provide a flexible way to categorize and find your marketing assets quickly.

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Tag System Overview

Flexible Organization

Create custom tags to organize touchpoints by campaign, channel, audience, or any classification that fits your workflow.

Powerful Filtering

Use tags to filter touchpoints in lists and analytics for quick access to specific campaigns or groups.

Visual Management

Assign colors to tags for instant visual recognition and better organization.

Campaign Organization

Use consistent tagging standards across your marketing campaigns for better organization.

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Tag Limits by Tier

Tag Limits: Free tier users can create up to 20 tags per account. Premium tier users can create up to 100 tags per account. All users can assign up to 5 tags per touchpoint.

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Accessing Tags Management

1

Access tags section

  1. Go to the main navigation menu
  2. Click on Tag in the sidebar
  3. You’ll see the tags management interface with all your existing tags
2

Understanding the tags interface

The tags management screen shows:
  • Color indicator for visual identification
  • Tag name for reference
  • Touchpoint number showing how many touchpoints use each tag
  • Actions for editing and deleting tags

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Search and Filter Options

Available Search Functions:
  • Search by name: Find tags by typing tag names
  • Search by created at: Filter tags by creation date
  • View options: Customize how tags are displayed in the interface

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Creating New Tags

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Tag Creation Process

1

Start creating a tag

  1. Click the ”+ Create Tag” button in the tags interface
  2. The Create Tag dialog opens
  3. You’ll see fields for tag name, color selection, and description Organize With Tags Pn
2

Configure tag details

Required Information:
  • Name Tag: Enter a descriptive name for your tag
  • Color: Choose a color for visual identification
  • Description: Add optional description for context (recommended)
Tag Naming Best Practices:
  • Use consistent naming conventions
  • Keep names concise but descriptive
  • Consider your campaign workflow and terminology
3

Save your tag

  1. Review your tag configuration
  2. Click “Create Tag” to save
  3. Your new tag appears in the tags list immediately
  4. Tag is now available for assignment to touchpoints Configure Tag Details Pn

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Managing Existing Tags

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Tag Details and Editing

1

Access tag details

  1. Click on any tag name in the tags list
  2. Opens the Tag Detail screen
  3. Shows complete tag information and associated touchpoints
  4. Displays creation date and creator information
2

Edit tag information

Editable Elements:
  • Name: Update tag name as needed
  • Color: Change color for better organization
  • Description: Modify or add description text
Editing Process:
  1. Modify any field in the tag detail screen
  2. Click “Save Tag” to apply changes
  3. Changes apply immediately across all touchpoints using the tag Tag Ssignments Pn

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Managing Tag Assignments

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Deleting Tags

Tag Deletion: When you delete a tag, it’s removed from all touchpoints that were using it. The touchpoints themselves remain unchanged, but they will no longer have that tag assignment.
1

Delete a tag

  1. Navigate to the tag detail screen
  2. Click the “Delete Tag” button (red button)
  3. Confirm deletion when prompted
  4. Tag is removed from all touchpoints and deleted permanently Delete Tag Pn

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Using Tags for Organization

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Tagging Strategies

Campaign-Based Tagging

Examples: “summer-2025”, “product-launch-q4”, “holiday-campaign”Perfect for organizing touchpoints by specific marketing campaigns or time periods.

Channel-Based Tagging

Examples: “email-marketing”, “social-media”, “print-ads”, “qr-campaign”Ideal for organizing by marketing channel or touchpoint type.

Audience-Based Tagging

Examples: “enterprise”, “sme”, “consumer”, “b2b”, “b2c”Great for segmenting touchpoints by target audience or customer type.

Status-Based Tagging

Examples: “active”, “testing”, “archived”, “draft”, “approved”Useful for workflow management and campaign lifecycle tracking.

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Multi-Tag Strategy

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Tags in Touchpoint Assignment

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Adding Tags to Touchpoints

1

During touchpoint creation

  1. When creating a new touchpoint, find the Tag field
  2. Start typing to see autocomplete suggestions
  3. Select existing tags or create new ones
  4. Add up to 5 tags per touchpoint
  5. Tags are assigned when the touchpoint is created
2

Adding tags to existing touchpoints

  1. Edit any existing touchpoint
  2. Find the Tag field in the touchpoint details
  3. Use autocomplete to add tags
  4. Save changes to apply tag assignments

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Autocomplete and Tag Suggestions

Smart Tag Input: The tag field includes autocomplete functionality that suggests existing tags as you type. You can select from existing tags or create new ones directly in the input field.
Autocomplete Benefits:
  • Consistency: Reduces duplicate or similar tags
  • Efficiency: Quickly find and assign existing tags
  • Discovery: See all available tags while typing
  • Flexibility: Create new tags when existing ones don’t fit

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Filtering with Tags

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Analytics Filtering

Tag-Based Analytics:
  • Filter analytics data by specific tags
  • Compare performance across different tagged groups
  • Analyze campaign effectiveness using tag-based segmentation
  • Generate reports for specific tag categories

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Touchpoint List Filtering

Touchpoint Organization:
  • Filter touchpoint lists by single or multiple tags
  • Quickly find touchpoints for specific campaigns
  • Organize workflow by filtering relevant touchpoints
  • Streamline touchpoint management with tag-based views

Creating Touchpoints

Learn how to assign tags when creating new touchpoints for better organization.

Managing Touchpoints

Organize and filter your touchpoints using tags for efficient campaign management.

Analytics Overview

Use tag-based filtering to analyze performance across different campaigns and segments.

Settings

Configure account settings and preferences for your Li2.ai workspace.
Ready to organize your touchpoints with tags? Visit your dashboard → or learn about touchpoint creation →