The Scenario
You're restructuring Sendlane's tagging system before a major campaign push. You've designed 15 new behavioral segment tags — "repeat-buyer-60d," "high-aov-q1," "churn-risk-30d," and twelve more — all mapped out in a column of your Excel workbook. Your colleague needs these tags to exist in Sendlane by tomorrow morning before she starts applying them to imported subscriber lists.
You've created Sendlane tags before. One at a time, through the UI. With 15 to go, you're looking at navigating to the tags section, typing the name, saving, navigating back, and repeating — for each one.
The bad version:
- Go to Sendlane's tag management section.
- Click "New tag," type the first tag name from your workbook exactly (one typo means a broken segment later), click save.
- Navigate back to the list, verify the tag appeared, return to the workbook, check off the first row.
- Repeat 14 more times, managing the tab switching and the copy-paste carefully.
You're not doing tag creation work because you want to. You're doing it because no one built a batch endpoint in the UI. That's a process constraint, not your job description.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the tag names from column A and creates each one in Sendlane, writing the outcome back to column B so you know immediately which ones succeeded and which need attention.
For each tag name in column A of my Excel sheet, create that tag in Sendlane and log the result in column B.
What You Get
- Each value in column A is sent to Sendlane as a new tag.
- Successful creations get "created" in column B.
- Any failure — duplicate name, API error, character limit — gets the error message in column B.
- The whole batch runs in order, so you can scan column B once at the end and see exactly which tags need a second look.
What If the Data Is Not Quite Ready
Some tags might already exist in Sendlane and you want to skip them cleanly
For each tag name in column A of my Excel sheet, create that tag in Sendlane if it doesn't already exist. Write "created" in column B if new, "already exists" if it was already there, or the error if something else went wrong.
The tag names need to be formatted as lowercase with hyphens before creation
For each value in column A of my Excel sheet, convert it to lowercase and replace spaces with hyphens, then create that tag in Sendlane. Write the formatted tag name into column B and the creation result into column C.
You want to verify the tags exist in Sendlane after creation
Create a Sendlane tag for each value in column A of my Excel sheet and write "created" or the error in column B. Then fetch all tags from Sendlane and write a count of total tags now in the account into cell D1.
Create the tags, flag any that already existed, and list every tag in the account afterward
Create a Sendlane tag for each name in column A of my Excel sheet. Write "created," "already exists," or the error in column B. Then fetch every tag in my Sendlane account, sort them alphabetically, and write the full tag list into column E starting at row 2 with a "All account tags" header in cell E1.
One prompt sets up the new taxonomy, marks what was already there, and gives you the full account inventory — so you know exactly what your subscriber-tagging flow will have access to.
Try It
Open the planning workbook where your segment taxonomy is mapped out in column A, then Get the 7-day free trial of SheetXAI and let it provision the whole set at once. See also Discover All Sendlane Custom Fields Into an Excel workbook and the Sendlane integration overview.