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A tag is a label you add. On a contact, it records a fact you know and want to declare: vip, atacado (wholesale), revendedor (reseller). On a campaign, it marks the campaign’s type: black-friday, 20-off, lancamento (launch). It’s a single vocabulary: the same list of tags works for contacts and campaigns. Tag or segment? A tag is what you declare. What the contact does (opened, clicked, bought) is already computed by segments on their own, always up to date. If you create a contact tag that looks like behavior (for example, comprou-tenis, “bought sneakers”), the screen suggests a segment, but still lets you create the tag.

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Where the Tags tab is

The tab isn’t in the side menu. Click Settings, at the bottom of the menu, and open the Tags tab. There you see and organize the account’s vocabulary. Creating and applying tags happens on the contact and campaign screens, explained below. The Active tags table has four columns: When there are expired tags, they show further down, under Archived. For admins, when the account has similar names (for example, cliente-vip and clientes-vip), the Possible variants box shows at the top with a Merge button.

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Organize the vocabulary

These actions show only for account admins:
  • Validity — set a date in Expires on, or Make permanent.
  • Rename — changes the name everywhere the tag is used. If the new name already exists, the screen opens the merge of the two.
  • Merge — moves everything from this tag to another one and deletes the source. It can’t be undone.
  • Delete — removes the tag from every contact and campaign. It can’t be undone. If the tag isn’t in use, the screen tells you deleting is safe.

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Create and apply a tag on a contact

Anyone with the Editor role or above can create and apply tags.
1

Open the contact

In Audience › Contacts, click the contact.
2

Add the tag

On the Tags card, click + Tag and type in “Search or create a tag…”. Pick an existing tag or click Create “name”.
3

Choose the expiration

In the New tag window, keep Permanent (the default) or select Expires on and pick the date. Click Create and apply.
To remove the tag, click its x on the card. Cliqo standardizes the name: all lowercase, no accents, a hyphen instead of spaces, up to 60 characters. “Cliente VIP” becomes cliente-vip, and the screen tells you: Tag “Cliente VIP” saved as “cliente-vip”. Creating a tag that already exists just applies it, without duplicating. On import. Every contact import labels the contacts that came in with an automatic batch tag. Its name starts with import- and it carries the system badge. Use it to find, or segment, the people who came from that file. See How to import contacts.

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Tags on campaigns

  • Email campaign — in the campaign setup, Set up tab, Campaign tags section. The field becomes available after the campaign is saved; before that, the screen tells you so.
  • WhatsApp campaign — in the Set up step, Tags field. Type and press Enter or comma. The screen shows the Already used: ones so a typo doesn’t create a variant. Tags are saved when the campaign is created, at send time. When you resume a campaign that already exists, its tags are edited in the Campaigns list.
  • In the Campaigns list — anytime, including campaigns already sent. On the campaign’s row, click + tag (on a computer, it shows when you hover the row).
Tagging old campaigns pays off: the report by tag then compares what was already sent, too.

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Where tags are used

In the report by tag, don’t add up the rows. A campaign with two tags counts in both. The real total is in View by: Campaign.

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When a tag expires

On the expiry date, a daily routine archives the tag. It’s removed from every contact, but stays on campaigns so the report keeps its history. The tag moves to Archived. To use it again, create a tag with the same name: Cliqo reactivates the old one instead of creating another.

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Accounts with more than one brand

The tag vocabulary belongs to the account: the same list applies to every brand. The contact count on the Tags tab, and next to each tag in the segment builder, adds up all brands. The segment itself only picks contacts from the active brand.

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Next steps