Tags are labels that you can use to segment your contact database into different categories. You can use tags to segment your subscribers by any custom criteria. For example, you can add a tag to all contacts that have been imported from your CRM system, or assign tags to different categories of products that your customers buy from you.
Adding tags to contacts
Add tags when importing contacts
When uploading contacts from a file, click Add tags after selecting a contact list.
Enter a tag and press Enter. You can add multiple tags. To do so, press Enter or separate your tags with a comma.
Add tags in contact lists
In your personal account, navigate to Contacts → Contact lists. Open the list you want to work with. Select the contacts you want to add, or delete tags from. Click More, and select Change tags from the drop-down menu.
In the pop-up modal, add or delete tags from all contacts in the contact list. If you need to add multiple tags, separate them with a comma or by pressing Enter . Type in the tags you want to add, or select the tags you want to delete, and click Apply.
Add tags to individual contacts
Navigate to the page of the contact you want to add tags to.
Enter tags as shown below. If you need to add multiple tags, separate them with a comma or by pressing Enter.
Using tags in campaigns
You can use tags to create contact segments. There are two segmentation options:
- Segmentation in contact lists.
- Segmentation in campaigns.
Segment your contact lists
On the Contact lists page, click Segmentation in the left-pane menu.
In the pop-up modal, choose Tags — some contain — the tag you want to segment your contacts by. Click Select.
UniSender will display contacts that have a “CRM” tag.
Segment your campaign audience
Create your campaign.
At the third step, Choose recipients, choose the contact list you want to segment, and click Segmentation.
In the segmentation conditions, select Tags — some contain — and enter the tag you want to segment your audience by. Next, click Continue.
UniSender will display contacts tagged with “New York”
There are six conditions you can use, both when creating a campaign and in contact lists.
The conditions are as follows:
- some contain;
- none contain;
- some are equal to;
- none are equal to;
- Doesn’t contain tags;
- Contains tags.
Examples of using tags
Example 1. Send an email to subscribers who have read the previous email.
Navigate to Campaigns → Sent reports.
Choose the report you want to work with. On the report page, click the number next to Opened.
In the top right corner of the pop-up modal, click More → Change tags.
Enter a tag, such as “read”, and press Enter. Next, click Apply.
Next, select Tags — some are equal to — read as a segmentation condition for contact list segmentation.
This approach is best for bulk emails. To automate sending campaigns to email openers, use campaign automation based on open tracking.
Example 2. Send an email to everyone who doesn’t have a certain tag.
Take for example: you have a contact list that contains contacts added in two ways:
- using contact import
- via an integration with Tilda.
The integration with Tilda is configured in a way that each subscribed contact receives a “tilda” tag.
Let’s say you want to send a campaign to everyone who wasn’t added via the integration. To do this, use a segmentation condition Tags — none are equal to — tilda.