Segmenting contacts just got easier! You can now add and automate tags directly from your campaign statistics page based on interactions like opens and clicks. No more pre-planning or tedious manual work.
Overview
You can now tag contacts based on their interaction with a campaign (opens, clicks, etc.) directly from the campaign’s statistics page. This allows you to instantly segment and personalise your follow-ups—without setting up tags in advance. Plus, with auto-tagging, new contacts who engage with your campaign will be tagged automatically in real-time, keeping your segments updated effortlessly.
You can now tag contacts based on their interaction with a campaign (opens, clicks, etc.) directly from the campaign’s statistics page. This allows you to instantly segment and personalise your follow-ups—without setting up tags in advance. Plus, with auto-tagging, new contacts who engage with your campaign will be tagged automatically in real-time, keeping your segments updated effortlessly.
TABLE OF CONTENTS
Benefits
Previously, tagging was only available through pre-planned workflows or manual bulk actions. This update makes it easier to:
- Instant Segmentation: No need to plan ahead—segment post-campaign.
- Automated Tagging: New interactions get tagged without manual effort.
- Trackable Logs: Keep a clean history of tag actions.
- Multi-Tagging: Apply multiple tags for more nuanced segmentation.
What’s New
- Tag by Interaction: Apply tags to contacts who opened, clicked, or engaged—right from the stats page.
- Auto-Tag Future Interactions: Automatically tag new contacts who interact with the campaign.
Step-by-Step Guide
1. Tag Contacts by Interaction
- Go to Marketing → Email Campaigns.
- Find a sent campaign and click the 3-dot menu → Statistics.
- Click Load More to view interaction data (Opened, Clicked, etc.).
- Choose an interaction category (e.g., Opened).
- Select the contacts you want to tag.
- Click Add Tags, type your desired tag, and apply.
2. Auto-Tag Future Interactions
- In the interaction category (e.g., Opened), select All.
- Click Add Tags and enter your tag(s).
- Enable the Auto-Tag Future Interactions toggle.
3. Track Tags and Logs
- All manual tagging is visible in Tags and Bulk Actions.
- Auto-tagged contacts will not appear in the Bulk Actions log but will be tagged automatically as they interact.
Limitations
- Auto-tagging is not available for :
- Invalid contacts
- Order Details lists
- All actions are logged in the Bulk Actions tab apart from future auto-tagging.
FAQs
Q1: Can I remove tags using this feature?
A: No. This tool currently only supports adding tags. You can remove tags manually via Contacts or Tags settings.
Q2: What happens if I apply the same tag again?
A: Duplicate tags are ignored. A contact won’t get tagged multiple times with the same tag.
Q3: Can I use this with A/B test campaigns?
A: Yes, tagging works with A/B test campaigns.
Q4: How many tags can I apply at once?
A: Multiple tags can be applied just like in Contacts sections.
Q5: Where will i see the log data?
A: You will see the log data within Statistics interface.