Tagging Templates

Use tags to effectively organize lists of templates into 'folders', making it easy to search and filter by them as you build more templates for various purposes.

When building templates by lead type, persona or vertical, make sure to add a tag to indicate the common attribute it holds with other sequences.

For example, templates built for inbound leads that requested a demo might be tagged with "Request for a Demo".

Adding Tags

To add tags to templates in bulk:

• Navigate to Templates in Outreach
• Select the templates you want to tag using the checkbox
• Click the tag icon and choose "Add Tags"

To add tags to a single template:

• When creating the template, scroll to the bottom and find the Tags field
• Type your tag, then hit the enter key to lock in the tag

Filtering Templates by Tags

To search or filter sequences by tag:

• Navigate to Templates in Outreach
• Open "Views & Filters" 
• Type the tag name into the search field or click into the field and search available tags