Senders & warmup5 steps

Tags and client (Management tab)

Label mailboxes with free-form tags and the client they send for; both show on the Mailboxes list, where you can filter by client and search by tag.

Where: Mailboxes → open a mailbox → "Management" tab → "Tags" and "Client" → "Save Changes"; on the list: the chips under each address, the "Client Tag" filter and the search box

How to do it

  1. Open the mailbox → Management tab.
  2. Under Tags, type a tag and press Enter (or a comma). Tags already used on your other mailboxes are offered underneath ("Used on other mailboxes") — click one to add it. Click the × on a tag to remove it; Backspace in the empty box removes the last one.
  3. Under Client, open the picker and choose a client name already used on your mailboxes, "No Client — Internal", or type a new one under "New client name" and click "Add".
  4. Click "Save Changes" in the bar at the bottom of the page.
  5. On the Mailboxes list each row shows its client and tags under the address. Filter to one client with the "Client Tag" dropdown (every client name in use, plus "No Client"), or type a tag or client name in the search box.

Good to know

  • Up to 30 tags per mailbox, 40 characters each; client name up to 120 characters.
  • The client is a label only: it doesn't change who can see the mailbox or which campaigns send from it. Leave it as No Client for a house mailbox.
  • Suggestions for tags and clients come from the other mailboxes in your workspace.

Try it in your own workspace

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