Tagging

The application lets you tag subscribers in three ways:

• Manually, in the subscriber table

• Automatically, with the help of tag selectors

• Automatically, using the “Tag” step in module automation.

Adding tags manually

You can add a tag to anyone in the table of subscribers. Mouse over the cell with the tags, and the “Edit tags” icon will be displayed. After clicking on it, the window with the tag options will appear.

In addition to searching, you can also add new tags and delete existing ones. To tag a subscriber, click on the selected tag in the search engine or enter any string of characters and press enter to create a new tag.

Tagging with selectors

You can use selectors to automatically tag users according to subpages they visit. To do this, go to the Selectors tab and create a new selector, choosing the Add tag based on the content of the element action.

The key element of each selector is its path: css class, id or path to the element which value will be the basis of a new tag. For example, if each of our subpages has a title, we can give the css class of their titles in the path parameter and then the recipients will be tagged according to the titles of the visited subpages.

Tagging through automation

Another way to automatically assign tags is through the automation module. You can choose the Tag action, which allows you to add and remove tags for each subscriber.

Using tags in targeted campaigns

Now that you know how to tag subscribers, you should learn about the possibilities it opens for using tags in targeted campaigns.

The assigned tags can be used to target mass campaigns by selecting or excluding a group of subscribers with a given tag.

Additionally, tagged or untagged statuses can be used as a condition in the automation scenario.

The number of created tags is unlimited.

Creating labels

To make it easier to find and filter your tags, you can give them a distinctive label.

To create a new label, go to the Tag labels tab in the side menu and click the “New label” button.

When creating a label you can define two parameters of the tags assigned to it:

• One of them is the Strategy, i.e. determining whether the tags assigned to the given label should be accumulated or overwritten (then the subscriber may have only one, most up-to-date tag at a time).

• Time to Live (TTL) is a parameter that specifies the time (in days or hours) after which a given tag is going to be removed. If you don't want to remove tags, type 0.

Using labels

After creating a label, you can use it in two places:

• In the tag selector settings. All tags assigned using this selector will have a specific label attached.

• In tagging with the automation module. After assigning any tag to the subscriber, you can choose and add an existing tag label.