> This page is part of the [Customer.io documentation](https://docs.customer.io). For the complete index, see [llms.txt](https://docs.customer.io/llms.txt).
> Last updated: July 15, 2026

# Tag your automations, segments, and data

Tags are another way to organize and compare your automations, broadcasts, and transactional messages. You can also assign them to [segments](#manage-tags) and data through your [data index](/messaging/profiles/find/using-data-index/). While you can filter by features like automation name and trigger type, you can also use tags to group automations based on other information, like themes or goals. Create, assign, edit, and delete as many tags as you need in your workspace.

## Manage tags

You can create, edit, and delete tags from Automations, Broadcasts, Transactional messages, Segments, and your Data Index. No matter where you create them, you can assign that tag to any other automation, segment, or attribute moving forward. However, you can only *assign* tags on individual automations, segments, etc.

### From landing pages

Select the tags filter at the top of pages like *Automations*, *Segments*, etc. Click **Manage**.

[![tag-manage-filter.png](https://docs.customer.io/images/tag-manage-filter.png)](#e584e9aad58a4d4f7654e44bc0ed2e99-lightbox)

Here you can create, edit or delete tags and check their usage.

[![tag-manage.png](https://docs.customer.io/images/tag-manage.png)](#272f5d0adcfa63217f02c049e051d371-lightbox)

### From a draft automation

1.  Click your automation.
2.  Click the name.
    
    [![tag-manage-draft-camp.png](https://docs.customer.io/images/tag-manage-draft-camp.png)](#cb59391688a42a7a3f9fc63528f38ec7-lightbox)
    
3.  Click **Add tag**.
4.  Either click **Manage** to make changes to tags or enter the name of a new tag to create one.

### From a running or stopped automation

1.  Click your automation.
2.  Click **Add tag** in the *Overview* tab.
    
    [![tag-manage-running-camp.png](https://docs.customer.io/images/tag-manage-running-camp.png)](#e0215a79e4f86bba4c87b51a50a9c885-lightbox)
    
3.  Either click **Manage** to make changes to tags or enter the name of a new tag to create one.

### From your data index

You can manage tags for your data, like profile attributes and event properties, through the data index. You can manage them [from the landing page](#from-landing-pages) like you can with automations, broadcasts, etc.

To assign tags, click **Add tag** from the landing page or click the data, then click the pencil icon besides the attribute name, and choose a tag.

## Filter by tag

To filter automations, segments, etc by tag, you can either select the tag from the dropdown at the top or click the tag under the item’s name.

[![tag-manage-filter-2.png](https://docs.customer.io/images/tag-manage-filter-2.png)](#174e4a5ea95c3c16471a183ff1270b2f-lightbox)

## Generate reports by tag

Tagging your automations and/or broadcasts based on messaging category is a great way to analyze your different messaging strategies. For example, if you’d like to understand how your marketing messages alone are performing, you can [run a report](/messaging/metrics/run-reports/) on all automations and broadcasts with the ‘marketing’ tag.

1.  Go to the *Reports* page.
2.  Add the tag(s) you’d like to view as part of the filter criteria. This will return metrics for all automations checked at the top.

[![tags_report_criteria](https://docs.customer.io/images/tags_report_criteria-1.png)](#908fa29017d16b7f502efbac54ec8f8f-lightbox)

*   *   [Manage tags](#manage-tags)
        *   [From landing pages](#from-landing-pages)
        *   [From a draft automation](#from-a-draft-automation)
        *   [From a running or stopped automation](#from-a-running-or-stopped-automation)
        *   [From your data index](#from-your-data-index)
    *   [Filter by tag](#filter-by-tag)
    *   [Generate reports by tag](#generate-reports-by-tag)

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