How to add a tag to email accounts
Open Prospi
Click Email Accounts on the left sidebar (second icon from the top)
Select the accounts you want to tag
At the top of the page, click Bulk edit
A panel will open on the right side of the screen
Find Select tags and choose or create the tag you want
Apply the tag to the selected accounts by clicking Update
Your email accounts are now grouped under one tag.
What tags are used for
Tags make it easier to organize inboxes - for example:
• You can tag the first 10 emails for Campaign A
• Tag the remaining accounts for Campaign B
Later, when setting up a campaign, tags save time and remove manual selection.
How to use tags inside a campaign
Open an individual campaign
Click Options
On the right side, open Sender Account
Insert the tag you want to use
All email accounts with that tag will automatically be added to the campaign.
How to delete tags
To delete tags, click your team icon in the corner, go to Settings → Tags.
Select the tags you want to remove and click Delete Selected.
Slightly more detailed:
Need to clean up unused tags? Here's how:
Click your team icon (top corner)
Go to Settings
Select Tags
Check the tags you want to remove
Click Delete Selected
Done. Your tag list stays organized.