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- | ====== Tags ====== | ||
- | Tags are a way in which you can record areas of interest against your contacts. | ||
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- | {{vimeo>117903794?750x423}} | ||
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- | ===== How to tag contacts ===== | ||
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- | There are a number of ways in which contacts can be tagged. | ||
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- | * Contacts can be tagged in bulk as part of the upload process. | ||
- | * Individual contacts can be tagged when you call up a contact record in edit mode. | ||
- | * Contacts can be tagged automatically when they click a link in an email (or in bulk afterwards through [[email-link-report|link report]]) | ||
- | * Contacts can be tagged when they sign up using a Sentori form. | ||
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- | ===== Tag management ===== | ||
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- | {{vimeo>117903569?750x423}} | ||
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- | The tag manager (contacts > tags) allows you to view, edit, and delete your tags. In addition, it reports on the number of contacts currently with a particular tag. | ||
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- | ===== Tag contacts on link click ===== | ||
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- | {{vimeo>117903970?750x423}} | ||
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- | The link manager modal offers a tagging option; any selected tags will be applied to contacts when they click the link. | ||
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- | ===== Sending an email to a Tag ===== | ||
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- | You can schedule an email to be sent to all contacts with a particular tag. | ||
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- | ===== Email personalisation using tags ==== | ||
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- | Tags can also be used to personalise email messages. You can specify that specific blocks of content are only sent to contacts tagged in a particular way. | ||
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- | ===== Re-tagging contacts ===== | ||
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- | Tags are not simply on/off flags, instead they store a number indicating how many times a contact has received a particular tag. When you are looking a contact's profile, you can see that tags are used like scores to help describe the contact in more detail. | ||
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- | ===== Related Topics ===== | ||
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- | [[contacts|Contacts]] | [[managing-contacts|Managing contacts]] | [[mailing-lists|Mailing lists]] | [[upload-groups|Upload Groups]] | [[audiences|Audiences]] |