Tags: static tags, dynamic tags, and tagging a list

For anyone who labels creators in the Affiliate CRM.

Tags are free-form labels you put on creators in your CRM ("VIP", "do-not-contact", "spring-launch"). They show up as chips on the My Affiliates table and on each creator's profile, and you can filter, segment, target, and exclude by them across Cruva.

The short version

• Open My Affiliates and click Tags above the table, next to Lists and Filters.
• Click a tag to filter the table to creators carrying it. Pick several to see creators carrying any of them.
• New dynamic tag makes a tag that follows a group. Tag a list or CSV tags a set of creators once.
• Hover a tag and click ⋯ to edit, rename, or delete it.

Where did Tag Manager go? The Tag Manager page moved into the Tags menu on My Affiliates. Old links to it open My Affiliates. The Tag Manager row is still in the sidebar for now: hover or click it for a short reminder of where to go.

Tags are per shop. A tag you create in one shop doesn't exist in your other shops. (Agency users also see a separate "tag" feature that colour-labels shops in the agency overview; that's unrelated to creator tags.)

Static tags vs dynamic tags

Every tag in Cruva is one of two kinds. The Tags menu lists them in separate Dynamic and Static sections, each with a count.

A tag is "dynamic" purely because a dynamic-tag definition exists for that name. There is no separate tag object for static tags: giving a creator a new name creates the tag, and a static tag whose last creator loses it disappears from the list.

Tag names are case-sensitive. VIP and vip are two different tags. Keep names short: the tag dialogs allow up to 40 characters, and the quick-add box on a creator row allows 25.

The Tags menu

Click Tags above the My Affiliates table.

• Search tags… filters both sections by name as you type.
• Dynamic · n and Static · n list every tag with how many creators carry it.
• Click a tag to filter the table to creators carrying it. A check mark shows the tags in use, the Tags button turns purple with a count, and its × clears the tag filter. Picking several tags shows creators carrying any of them.
• ⋯ (on hover) opens Edit for a dynamic tag or Rename for a static one, plus Delete.
• New dynamic tag opens the dynamic-tag dialog (see below).
• Tag a list or CSV opens the tag-a-list dialog (see below).

The tag filter works with the date range, Lists, and Filters like any other filter, so you can see a tagged cohort's performance over any period. To remove a static tag from just some creators, filter by it, tick their rows, and click Remove "tag" in the bar that appears.

Creating static tags

Static tags are created wherever you apply them; the Tags menu itself only creates static tags through Tag a list or CSV. Every route below ends up with the same kind of tag, visible in the Tags menu immediately.

• One creator at a time. In My Affiliates, click the Add Tags chip in a creator's Tags column (or open the creator's profile slide-over) to get the Manage Tags dialog. Pick an existing tag from the dropdown, or type a new name and click Add. Click the × on a chip to remove that tag from this creator.
• Selected creators. Tick rows in My Affiliates and use Tag in the bulk-actions bar to apply one tag to all selected creators.
• A CSV of handles (My Affiliates). Use Upload → Bulk tag upload (in the top toolbar) in My Affiliates to upload a CSV with one TikTok handle per row. Only handles that are already in your CRM get tagged; unmatched handles are reported in the result.
• A saved list or CSV (Tags menu). Use Tag a list or CSV, described next. Unlike the My Affiliates upload, this adds creators to your CRM if they aren't there yet.
• From a workflow. Add a Tag creator action step to a workflow. Every creator who reaches that step is tagged. A creator not yet in your CRM is added first, exactly like tagging from a list. See Workflows.
• Through Copilot or the API. Ask Copilot to tag creators ("Tag my top 20 affiliates by GMV in the last 30 days as top performer"), or use the Tags endpoints of the public API. See What you can ask Copilot and API & MCP.

Tagging a list or CSV (Tags → Tag a list or CSV)

Tag a list or CSV applies one tag to a whole set of creators in one action. It's a one-time, point-in-time assignment: it does not keep watching the list, so creators you add to the list later are not tagged automatically. If you want the tag to keep tracking membership, use a dynamic tag instead.

1. Enter the tag name. Use an existing name to add these creators to that tag, or a new name to create it.
2. Choose who to tag:
   • Select a list searches your saved lists and shows each list's affiliate count. Any list you can see is a valid source, including lists another shop in your organisation has shared with you. Every creator in the list is tagged.
   • Upload a CSV takes a file with one TikTok handle per row (a leading @ is fine). The handles are tagged directly; the CSV is not saved as a list.
3. Click Tag list (or Tag creators for a CSV).

What happens to each handle:

• Already in your CRM: tagged.
• Not in your CRM but a known TikTok Shop creator in your shop's region: added to your CRM with a minimal record, then tagged. The confirmation tells you how many new creators were added.
• Not found anywhere: counted as unmatched and skipped.

Handles are matched case-insensitively, and duplicates within the list or file are collapsed. The tag is applied in your shop's region, so a list of creators from another market may come back mostly unmatched.

Dynamic tags

A dynamic tag is a tag that follows a group. You pick a group, and Cruva keeps the tag on whoever matches that group's rules, with no manual tagging.

Creating one (Tags → New dynamic tag)

1. Tag name. Must be unique among your shop's dynamic tags. If a static tag with the same name already exists, the dynamic definition takes over that name (see Mixing manual tagging with a dynamic tag below).
2. Group. Search and pick any group in this shop. The New group link opens the group builder in a new tab if you need to build one first, using any of the group conditions.
3. How should it behave?
   • Keep the tag in sync with the group (sync mode, the default). Creators are tagged while they match the group, and the tag is removed the moment they stop matching. The tag is always an exact mirror of the group.
   • Tag once and never remove (additive mode). The tag is added the first time a creator matches and then stays on them permanently, even if they stop matching later. Use this to record "has ever been in this state", for example ever reached $1k GMV or ever went overdue on a sample.

Cruva applies the tag to the group's current members as soon as you save, so the tag is populated immediately.

How it stays up to date

Groups are re-evaluated on every CRM refresh, which runs roughly every 2 to 5 hours per shop. Each time a group refreshes, its dynamic tag is recomputed:

• Sync mode: creators who now match get the tag; anyone carrying the tag who no longer matches loses it.
• Additive mode: creators who now match get the tag; nobody loses it.

Two consequences worth knowing:

• Point one dynamic tag at each group. If two dynamic tags reference the same group, only one of them is kept up to date on the periodic refresh. Create a second group (it can have identical rules) if you need a second tag.
• Group edits flow through. Changing the group's rules changes who carries the tag on the next refresh (and immediately if you re-save the dynamic tag).

Mixing manual tagging with a dynamic tag

You can still add a dynamic tag's name to a creator by hand, but in sync mode that's temporary: if the creator doesn't match the group, the tag is removed on the next refresh. In additive mode a manually added tag stays, because additive tags are never removed automatically. If you need "the group, plus a few hand-picked extras" permanently, use additive mode or add the extras to the group's rules (for example with a static tag and an Include Tags condition).

Editing a dynamic tag

In the Tags menu, hover the tag and click ⋯ → Edit. You can change all three settings:

• Rename. The new name is carried over to every creator currently holding the tag, and it must not clash with another dynamic tag.
• Change the group. The tag is re-applied against the new group straight away. In sync mode, creators who don't match the new group lose the tag; in additive mode, they keep it.
• Switch mode. Switching from sync to additive freezes the current members in place and only adds from then on. Switching from additive to sync removes the tag from anyone who no longer matches the group at the next evaluation.

Renaming and merging static tags

In the Tags menu, hover the static tag, click ⋯ → Rename, type the new name, and click Save. The rename applies to every creator carrying the tag; there is no need to re-tag anyone.

If the new name already exists, the two tags are merged: every creator ends up with the surviving name, and the old name disappears. This is the way to clean up near-duplicates such as VIP, vip, and V.I.P..

Renaming a static tag to the name of an existing dynamic tag merges it into that dynamic tag, which means in sync mode the non-matching creators will be dropped on the next refresh.

Deleting a tag

In the Tags menu, hover the tag and click ⋯ → Delete. This removes the tag from every creator at once. The confirmation shows how many creators are affected. This can't be undone, but the creators themselves are not affected in any other way.

• For a static tag: the tag is removed from all creators and vanishes from the list. To remove it from only some creators, filter the table by the tag, tick their rows, and click Remove "tag" instead.
• For a dynamic tag: the dynamic definition is deleted and the tag is cleared from every creator it was applied to, in both sync and additive modes. Deleting the underlying group does not delete the tag; delete the tag from the Tags menu.

Where you can use tags

Once a creator carries a tag, you can act on it in most of Cruva:

• My Affiliates: the Tags menu filters the table to creators carrying any of the picked tags. Select rows and the bulk-actions bar lets you tag, untag, add to a list, or export exactly that segment.
• Group rules: the same Include Tags / Exclude Tags conditions, so a tag can become a group, which can then drive automations, workflows, and dynamic tags. See every group condition explained.
• Outreach automations, workflows, and email campaigns: target a group built from a tag, or keep tagged creators out with an Exclude Tags condition on the group. A do-not-contact static tag excluded from every outreach group is the simplest global blacklist. See Excluding creators from outreach.
• Sample Requests: filter the request list by the creator's tags, for example to approve a trusted tag's requests first.
• Message Center: filter conversations by the creator's tags.
• Creator profiles and Similar Creators: tags appear on the profile slide-over and as a column and filter in Similar Creators.
• Exports and time-range reports: affiliate exports and the time-range views accept include / exclude tag filters (capped at 10,000 tagged creators per filter).
• Copilot and the API: list a shop's tags with counts, look up one creator's tags, tag and untag creators.

Common patterns

• VIP tier that maintains itself. Group: Shop GMV over $5,000. Dynamic tag VIP, sync mode. Creators join and leave the tier automatically, and any group, automation, or filter keyed to the tag follows.
• "Has ever…" history. Group: Sample status is Overdue. Dynamic tag has-gone-overdue, additive mode. The tag stays even after the creator finally posts, so you can spot repeat offenders later.
• Campaign cohort. Build a list from AI Search or a CSV, then Tag a list or CSV with spring-launch. Filter My Affiliates by that tag later to see how the cohort performed, and make it a group if you want to message them.
• Global do-not-contact. Tag creators do-not-contact by hand or from a CSV, and add an Exclude Tags: do-not-contact condition to every outreach group.

Common questions

Why does a creator I tagged by hand keep losing the tag? The name belongs to a dynamic tag in sync mode and the creator doesn't match its group. Switch the tag to additive mode, tag them with a different static name, or adjust the group.

Why did the count next to a dynamic tag change without anyone touching it? That's expected: dynamic tags are recomputed on each group refresh as creators start or stop matching.

I tagged a list but some creators are missing. Handles that couldn't be matched to a TikTok Shop creator in your shop's region are skipped and reported as unmatched. Check the handles for typos and make sure they're from the same market as the shop.

Can I convert a static tag into a dynamic one? Create a dynamic tag with the same name and pick a group. The existing manual assignments merge into it; in sync mode, creators who don't match the group are dropped on the next refresh.

Are tags shared between shops or with my agency? No. Tags belong to one shop. Shared lists can be used as a source in Tag a list or CSV, but the resulting tags land in the shop you're working in.