SharpSpring enables you to group multiple lists together by using list tags. For example, if you are running an event strategy across multiple locations, you may have the following lists in your system:
- Boston City Event
- Chicago City Event
- San Diego City Event
We can use tags to link these separate but similar lists together, and then take a variety of actions across them. This article covers how to setup List Tagging, while providing examples of the actions you can take once you have tagged your lists.
The following video will provide a brief overview of List Tagging in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Creating a List Tag
To create a List Tag, begin by navigating to the List section of SharpSpring (under the Automation tab) and either create a new list, or edit a pre-existing list. Any list that is currently tagged will show the tag labels below the list name in this section.
Once you have selected a list, you will see a blue icon in the upper right hand corner labeled “Edit Tags”. Clicking on this icon will prompt a window where the tags will be managed.
Any current list tags will appear as blue icons, and can be edited and removed at your convenience. To add a tag, click in the white box. Existing tags will appear, and you can click to select any that will be used for the current list. If you would like to make a new tag, begin typing the name for the tag, and then hit Enter when complete. The new tag will now appear on the list, and it will be available for additional lists moving forward.
You can see a list of all existing List Tags in the left hand column of the List section. Clicking on any of the tags will show all of the Lists currently categorized with the tag, and provides options to take action on a specific list.
Where to use List Tags
Now that we have created a few tags for our lists, we can now make use of these tags in actions across the system. You will primarily use list tags across the following features:
- Sending an email across multiple lists using tags.
- Email/Workflow reporting based on tagged lists
- Creating Automation Tasks and Workflows based on list tags
Sending an Email Across Multiple Lists Using Tags
Using list tags allows you to create lists with very specific segmentation, while still maintaining your ability to interact with those segments in aggregate--ultimately granting you increased control over your communications with your contacts. Let’s return to our example at the beginning of the article and explain how list tagging can help with the emails being sent to our event leads.
Our event strategy has visited the following locations: Boston, Chicago, and San Diego. Each of the locations has their own dedicated list in the application. Email messaging in regards to venue location, dates, as well as travel plans will differ for each list, requiring a unique email. However, our marketing team may want to send a link to a survey to all event participants, asking general questions about what could be done to improve events moving forward. We can use tags to send the survey email to all of our lists that have the tag “event” at one time.
All you need to do is select the email to be sent from within your email library and click on the mail icon that appears on hover.
Let the system know when you would like this email to send, and then simply click “Select a Tag” to show all of the available list tags. Select your tag, and then click “Schedule Email”. The email will then be scheduled to be sent to all members of the lists with the selected tag.
Email/Workflow Reporting on List Tags
List Tags can be used as filters within email/workflow reports. Within your report, click on “Filters” and then “Filter By List Tag”. Choose the list tags you would like to see in the report, and then click “Apply”.
Automation Tasks and Workflows Based on List Tags
List Tags can also be leveraged in the Automation section, in both Tasks and Workflows. For Tasks, Filter rules can be set to either a) is member of List Tag; or b) is not member of List Tag.
For Workflows, List Events can be set to: a) add to lists with tag; or b) remove from lists with tag.