Email and List tags are a great way to stay organized and reduce the amount of rules that you need to add to Workflows and Lists. The following sections will go over how to add and best utilize this feature.
Did you know that you can add tags to your emails? The type of emails that you create in SharpSpring can vary from simple form responders to newsletters to nurture email drips. You can utilize email jobs and reports to get collective stats on the success of a particular email but what if you want to create a list of contacts based on engagement with specific emails?
Adding tags to your emails is a great way to reduce the amount of rules needed in order to create a list based on email activity. For example, let’s say you want to reward contacts that click and read through your newsletters by sending them an exclusive discount code. Creating this list would require you to add a rule for each email which can become quite lengthy. However, if you were to add email tags to these emails then you would only need one rule to capture all these contacts. The screen capture below shows the difference:
Just like emails, our Lists also have the tag feature! Adding List tags will allow you to easily create master lists or easily filter rules-based lists without having to enter a rule for each list that you are wanting to check. For example if you want to create a master list of all the contacts that are current customers, you can tag different customer lists with “customer” and then create a master list by adding 1 rule versus many:
The best part is that you can create tags to suit your needs or just simply tag all emails/lists with one tag in order to be able to reference them collectively. Both email and list tags can also be used in automations to trigger and filter contacts.
Email Tags and Workflows
Email tags can be used to trigger automations since they are based on clicks. So using the scenario above regarding a discount code for contacts that click through your newsletters, the email tag trigger can be used as follows:
List Tags and Workflows
List tags can only be used as a filter since list membership cannot be used as a trigger in our automations. So using the scenario above, you can filter a workflow to send a specific email based on whether a contact is a member of the "customer" lists or not. This allows you to send an email to prospects and a dedicated one to current customers both of which can be further customized with dynamic content.
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