SharpSpring enables you to group multiple lists together by using list tags.You can use tags to link separate-but-similar lists together, and then take a variety of actions across them. This article details how to set up list tagging and provides best practices for using list tags.
The following user roles can use list tags:
- Marketing Managers
- List Tags: Video Walkthrough
- Creating List Tags
- Sending an Email Across Multiple Lists Using Tags
- Automation Tasks and Workflows Based on List Tags
- Ready to Learn More?
List Tags: Video Walkthrough
The following video provides a brief overview of list tagging in SharpSpring.
Creating List Tags
To create a list tag, do the following:
Note: Any list that is currently tagged will show the tag labels below the list name in this section.
When adding or editing list tags, be aware of the following:
- Clicking Edit Tags will display all tags currently attributed to the list.
- Clicking the Select a group text box when it does not have text in it will display all tags across all lists.
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, this grants you increased control over communications with your contacts.
Consider as an example an email campaign regarding an event. The event strategy deals with 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, and even travel plans will differ for each list. As such, each requires a unique email.
However, a 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. You can use tags to send the survey email to all of lists that have the event tag at one time.
To send an email to multiple lists while using the same tag, do the following:
The email will then be scheduled to be sent to all members of the lists with the selected tag.
Automation Tasks and Workflows Based on List Tags
List tags can also be leveraged for both tasks and workflows.
For tasks, there are several filter rules available:
For workflows, list actions can be set to either: