Tags - Sequenzy

Sequenzy tag settings with callouts showing custom and built-in subscriber tags

Tags are labels that help you organize, segment, and automate interactions with your subscribers. They’re one of the most powerful features in Sequenzy.

What Are Tags?

Tags are simple string labels attached to subscribers. Each subscriber can have multiple tags, and tags can be added or removed at any time.

{
  "email": "user@example.com",
  "tags": ["customer", "pro-plan", "newsletter", "webinar-attendee"]
}

Why Use Tags?

1. Segmentation

Target specific groups in campaigns:

Send product updates to customer tagged subscribers
Exclude churned subscribers from promotional emails
Target trial users with conversion campaigns

2. Automation Triggers

Start sequences when tags are added:

When customer tag is added → Start onboarding sequence
When churned tag is added → Start win-back sequence
When enterprise tag is added → Notify sales team

3. Personalization

Customize email content by using tags in campaign targeting, automation branches, or conditional display rules in the email editor. For raw HTML templates, sync the value you need into a subscriber custom attribute and guard the section with a simple conditional:

{{#if subscriber.isCustomer}}
<p>Thanks for being a valued customer!</p>
{{else}}
<p>Ready to upgrade? Check out our plans.</p>
{{/if}}

4. Analytics

Track subscriber segments over time:

How many trial users convert to customer?
What’s the churn rate for pro-plan vs starter-plan?

System Tags

Sequenzy includes built-in system tags for common use cases:

Tag	Description	Applied by the platform preset
`lead`	Potential customer	Yes
`customer`	Paying customer	Yes
`trial`	In trial period	Yes
`cancelled`	Cancelled subscription	Yes
`churned`	Churned customer	Yes
`past-due`	Payment failed	Yes
`refunded`	Received a refund	Yes
`visited-payment-page`	Started checkout without buying	Yes
`saas.monthly`	On a monthly plan	Yes
`saas.yearly`	On a yearly plan	Yes
`ecommerce.in_cart`	Has items in a store cart	Yes
`ecommerce.in_checkout`	Started a store checkout	Yes
`ecommerce.customer`	Placed a store order	Yes
`active`	Active subscriber, if you track it	No, apply it yourself
`inactive`	No recent activity, if you track it	No, apply it yourself

The preset applies these tags only when you enable it in Settings → Events & Sync Rules, typically together with a billing integration such as Stripe.

Tag Normalization

Tags are automatically normalized when created:

Converted to lowercase
Runs of whitespace replaced with one hyphen
Other characters, including underscores and punctuation, preserved

"Pro Customer" → "pro-customer"
"VIP_User"     → "vip_user"
"Newsletter!"  → "newsletter!"

Adding Tags

Sequenzy custom tag dialog with callouts showing tag naming and color

Single Tag

curl -X POST "https://api.sequenzy.com/api/v1/subscribers/tags" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "user@example.com",
    "tag": "customer"
  }'

Multiple Tags (Bulk)

curl -X POST "https://api.sequenzy.com/api/v1/subscribers/tags/bulk" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "user@example.com",
    "tags": ["customer", "pro-plan", "2024-cohort"]
  }'

Auto-Creation

When you add a tag, Sequenzy automatically:

Creates the subscriber if they don’t exist
Creates the tag definition if it doesn’t exist
Adds the tag to the subscriber

This makes integration seamless: no pre-configuration required.

Removing Tags

Tags can be removed through:

Dashboard - Manual removal in subscriber profile
Sequences - “Remove Tag” action in automations
Sync Rules - Automatic removal when events occur

Using Tags in Sequences

Trigger: When Tag Added

Start a sequence when a subscriber receives a tag:

Trigger: contact_added_tag "customer"
    │
    ▼
┌─────────────────┐
│ Welcome Email   │
└─────────────────┘
    │
    ▼
┌─────────────────┐
│ Wait 3 days     │
└─────────────────┘
    │
    ▼
┌─────────────────┐
│ Onboarding Tips │
└─────────────────┘

Action: Add/Remove Tags

Modify tags during sequence execution:

┌─────────────────┐
│ Send Upgrade    │
│ Offer Email     │
└─────────────────┘
    │
    ▼
┌─────────────────┐
│ Wait for Event  │
│ "purchase"      │
│ Timeout: 7 days │
└─────────────────┘
    │
    ├── Event received ────────────┐
    │                              │
    ▼                              ▼
┌─────────────────┐      ┌─────────────────┐
│ Add tag:        │      │ Add tag:        │
│ "converted"     │      │ "offer-expired" │
└─────────────────┘      └─────────────────┘

Condition: Has Tag

Branch logic based on tags:

┌─────────────────────┐
│ Condition:          │
│ has_tag "customer"  │
└─────────────────────┘
         │
    ┌────┴────┐
    │         │
   Yes        No
    │         │
    ▼         ▼
┌─────────┐ ┌─────────┐
│ Upsell  │ │ Convert │
│ Email   │ │ Email   │
└─────────┘ └─────────┘

Using Tags in Campaigns

Filter by Tags

When creating a campaign, filter recipients: Include subscribers with tags:

customer AND active

Exclude subscribers with tags:

churned OR unsubscribed

Example: Feature Announcement

Target active customers on pro plan:

Recipients: All subscribers
Filters:
  - tags contains "customer"
  - tags contains "pro-plan"
  - tags not_contains "churned"

Dashboard Visibility

In Settings → Tags & Labels, Sequenzy shows:

How many unique contacts were tagged with each tag in the last 24 hours
Which active sequences currently trigger when that tag is added
Which paused sequences would trigger if you reactivate them

You can also see the same sequence-trigger context on a subscriber’s activity timeline when a tag is added, which helps you confirm whether a tag actually entered the right automation.

Sync Rules

Sync rules automatically manage tags based on events. When an event occurs, specified tags are added and removed.

Learn About Sync Rules

Configure automatic tagging based on events

Platform Preset

New workspaces start with no sync rules. You can opt into Sequenzy’s platform preset, which tags SaaS and ecommerce lifecycle events automatically. See the full preset table in Sync Rules.

Best Practices

1. Use Descriptive Names

✓ "webinar-jan-2024-attendee"
✓ "ebook-marketing-guide-downloaded"
✓ "pro-plan-annual"

✗ "tag1"
✗ "promo"
✗ "temp"

2. Create a Tagging Strategy

Define your tag taxonomy before implementation: Lifecycle tags:

lead, trial, customer, churned

Plan tags:

free-plan, starter-plan, pro-plan, enterprise-plan

Behavior tags:

email-opened-30d, highly-engaged, at-risk

Source tags:

source-organic, source-paid, source-referral

3. Avoid Tag Proliferation

Too many tags become unmanageable. Consolidate similar tags:

✗ "clicked-email-jan", "clicked-email-feb", "clicked-email-mar"
✓ "email-engaged" (reset monthly)

✗ "purchased-product-a", "purchased-product-b", "purchased-product-c"
✓ "customer" + customAttribute: purchasedProducts

4. Use Events for Temporary States

For actions that happen multiple times, use events instead of tags:

✗ Tag: "viewed-pricing-page" (adds up over time)
✓ Event: "page_viewed" with properties: { page: "pricing" }

5. Document Your Tags

Maintain a reference of what each tag means and how it’s applied:

Tag	Description	Applied By
`customer`	Has paid subscription	Sync rule: saas.purchase
`enterprise`	Enterprise plan customer	Manual
`newsletter`	Subscribed to newsletter	Signup form

Events

Trigger tag changes with events

Sync Rules

Automate tagging based on events

Sequences

Use tags to trigger and control flows

Tags API

Add tags via API

​What Are Tags?

​Why Use Tags?

​1. Segmentation

​2. Automation Triggers

​3. Personalization

​4. Analytics

​System Tags

​Tag Normalization

​Adding Tags

​Single Tag

​Multiple Tags (Bulk)

​Auto-Creation

​Removing Tags

​Using Tags in Sequences

​Trigger: When Tag Added

​Action: Add/Remove Tags

​Condition: Has Tag

​Using Tags in Campaigns

​Filter by Tags

​Example: Feature Announcement

​Dashboard Visibility

​Sync Rules

Learn About Sync Rules

​Platform Preset

​Best Practices

​1. Use Descriptive Names

​2. Create a Tagging Strategy

​3. Avoid Tag Proliferation

​4. Use Events for Temporary States

​5. Document Your Tags

​Related

Events

Sync Rules

Sequences

Tags API

What Are Tags?

Why Use Tags?

1. Segmentation

2. Automation Triggers

3. Personalization

4. Analytics

System Tags

Tag Normalization

Adding Tags

Single Tag

Multiple Tags (Bulk)

Auto-Creation

Removing Tags

Using Tags in Sequences

Trigger: When Tag Added

Action: Add/Remove Tags

Condition: Has Tag

Using Tags in Campaigns

Filter by Tags

Example: Feature Announcement

Dashboard Visibility

Sync Rules

Platform Preset

Best Practices

1. Use Descriptive Names

2. Create a Tagging Strategy

3. Avoid Tag Proliferation

4. Use Events for Temporary States

5. Document Your Tags

Related