Learning Objective
By the end of this guide, you'll know how to create and apply tags to campaigns, filter campaigns by tags in the Campaigns section, use tags to analyze performance in the Reports section, and remove tags you no longer need to keep your workspace clean.
Why This Matters
As you scale outreach, campaigns multiply quickly. Without organization, finding specific campaigns, comparing performance, or analyzing trends becomes chaotic.
Tags solve this by letting you:
Group campaigns by theme, client, industry, or goal
Filter instantly to focus on specific groups
Analyze performance across tagged campaigns in Reports
Stay productive by reducing time spent searching for campaigns
Prerequisites
Before using tags:
You have campaigns created in lemlist
You know how to organize your campaigns – by client, industry, campaign type, or other criteria
You have access to campaign settings (some team roles may be restricted)
What Are Tags?
Tags are labels you assign to campaigns to group and organize them.
Examples of tag use cases:
By industry:
SaaSE-commerceHealthcare
By client:
Client AClient BInternal
By campaign type:
Cold OutreachRe-engagementEvent Invite
By goal:
Lead GenDemo BookingPartnership
By region:
North AmericaEuropeAPAC
Tip: Use consistent naming conventions for tags (for example: consistent capitalization and spacing) to keep them organized.
How to Add Tags to a Campaign
Step 1: Open your campaign
Go to Campaigns, then select the campaign you want to tag.
Step 2: Open campaign settings and find the Tags field
In the campaign, click the ⚙️ Settings icon, then locate the Add tags (Optional) field in General settings.
Step 3: Add or create a tag
In the Add tags field, start typing your tag name.
If the tag already exists:
Select it from the dropdown list
If the tag doesn't exist:
Click Create tag "…" to create it
Step 4: Confirm the tag is applied
Once added, the tag appears in the campaign’s Add tags field. You can apply multiple tags to a single campaign.
Filter Campaigns by Tags
In the Campaigns section
Step 1: Open the Tags filter
In Campaigns, click the Tags filter at the top of the campaigns list.
Step 2: Select the tag(s) you want
Choose the tag you want to filter by from the dropdown list.
Step 3: Review filtered results
Only campaigns with the selected tag(s) will appear in the list.
Analyze Performance by Tags in Reports
Filter Reports by tags
Step 1: Go to Reports and open the Tags dropdown
Navigate to Reports from the left menu, then open the tags dropdown at the top of the page.
Step 2: Select a tag
Choose the tag you want to analyze (Reports will update to show data for campaigns with that tag).
What you can analyze:
Total sends across tagged campaigns
Reply rates for that group
Lead funnel metrics
Performance trends over time
How to Remove a Tag
Step 1: Open campaign settings and remove the tag
Open a campaign, click the ⚙️ Settings icon, then click the X on the tag chip to remove it from the campaign.
Case Study: Using Tags to Filter and Analyze
Scenario: A marketing agency runs campaigns for 5 clients across different industries (SaaS, E-commerce, Healthcare).
Their tagging strategy:
Tags by client:
Client_AcmeClient_TechCoClient_HealthPlus
Tags by industry:
SaaSE-commerceHealthcare
Tags by campaign type:
Cold_OutreachRe-engagement
Workflow:
Apply tags to each campaign (for example: a campaign for Acme Corp targeting SaaS companies gets tags:
Client_Acme,SaaS,Cold_Outreach)Filter campaigns in the Campaigns section by
Client_Acmeto see all Acme campaignsAnalyze performance in Reports by filtering by
SaaSto compare SaaS campaign performance across all clientsMonthly client reports: Filter by
Client_Acmein Reports to review aggregate stats for Acme's campaigns
Result:
Organized campaigns with instant filtering
Easy client reporting with aggregate stats
Industry benchmarking by comparing
SaaSvs.E-commercevs.Healthcaretags
Troubleshooting
Issue: Tag doesn't appear in the filter dropdown
Fix:
Ensure the tag is applied to at least one campaign
Refresh the page to load the latest tag list
Issue: Can't edit tags
Fix:
Verify you have permissions to edit campaign settings (some team roles may be restricted)
Contact your workspace admin if settings are restricted
Issue: Reports show no data when filtering by tag
Fix:
Verify campaigns with that tag have activity (sends, opens, clicks, replies)
Check the date range filter and expand it to include the period when those campaigns were active
Optimization Tips
Use a consistent naming convention: This prevents duplicates due to capitalization differences.
Create a tag taxonomy: Document your tagging system (for example: Client_X, Industry_Y, Type_Z) so team members apply tags consistently.
Tag campaigns immediately: When creating a new campaign, add tags right away.
Use multiple tags per campaign: Apply 2-4 tags per campaign for flexibility (for example: Client_Acme, SaaS, Cold_Outreach).
Review and clean up tags quarterly: Remove tags from campaigns when you no longer need them, so filtering stays useful.