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Tags

Tags are a great way to distinguish contacts from each other in your contact database. It is all done behind the scenes behind you and requires nothing from your contacts such as purchasing a product or subscribing to a list. 

Generally, in Simplero we do not suggest creating tags for any purpose other than identification. When emailing we always recommend emailing to a list or even a sublist instead, this way your contact has the ability to unsubscribe. 

However, tags are not a useless feature in Simplero either. Tags are vital to using conditionals on triggers and autoresponders. Which run off the if/then statements. If this tag exists, or if this tag does not exist, then do this (trigger/automation).

Adding a Tag

  1. Select Contacts from your Simplero Dashboard
  2. Select the Tags tab
  3. In the upper right corner, select the red Create a tag button

  4. Enter the New tag name and click the blue OK button (Note: Tags are limited to 50 characters)

    Name_new_tag_screen
  5. Go back to your contacts by selecting the All Contacts tab under Contacts
  6. Select a contact from your list by clicking the square box on the left next to the contact's name

    Perform_action_for_tag
  7. Click the Select action drop-down menu and select Add a tag from the list

    Add a tag screenshot
  8. Select the appropriate Tag from the drop-down list and click the blue Add a tag button

    Select_a_tag_menu_list
  9. Repeat steps 6 - 8 if you want to add multiple tags

Emailing a Tagged Group

  1. Select Contacts from your Simplero Dashboard
  2. Select the Tags tab
  3. Locate the Tag name you want to send email to
  4. Click the Envelope icon located in the far right side of your tag name

    Send_broadcast_email_from_Tags
  5. A new broadcast page will open

    New_Broadcast_page
  6. Complete your broadcast configuration and click the blue Next button
  7. You will then be taken to a page to compose your email and even attach a file

    Personalize_Broadcast_email
  8. Click the blue Next > button to save
  9. Information of your Broadcast screen will open

    Completed_Broadcast
    • If you're ready to send your email, click the blue Send broadcast now button
    • You can preview your email by clicking on the white Web preview button or the View button 
  10. To learn about editing your broadcast check out our guide

Adding a trigger to a tag

  1. Select Contacts from your Simplero Dashboard
  2. Select the Tags tab
  3. Locate the Tag name you want to add a trigger to
  4. Click the gear icon next to the tag name

    Add_Triggers_button
  5. Click on the white + Add trigger button

  6. The Add new trigger pop-up screen will open

     Add_trigger_options

  7. Select the options in each field that you wish to happen for this trigger

  8. Click the blue Save changes button when done  

Or Add trigger from the Tags table directly:

Deleting a Tag

  1. Select Contacts from your Simplero Dashboard
  2. Select the Tags tab
  3. Locate the Tag name you want to Delete
  4. There are 3 areas where you can delete a tag
    • Click the box next to the tag name you want to delete and use the drop-down menu that appears
    • Click the box next to the tag name you want and click the Trashcan icon located next to the Select action field
    • Click the box next to the tag name you want to delete and click the Trashcan icon located in the far right side of the tag name
      Delete_a_tag
    • This won't delete the contacts in the tag, it will just remove the tag from each of the contacts. 

Tagging multiple contacts

Many of you have asked how to tag multiple contacts instead of the time-consuming task of tagging one by one. So here's a quick guide to show you how to do this. 

Option 1: Perform a bulk action

Bulk Action from Contacts level

  1. Select Contacts from your Simplero Dashboard
  2. Select the All Contacts tab
  3. Check the boxes next to the names of the contacts
  4. Click the Select action... drop-down button at the top of the list and choose an action from it

Bulk Action from Participant's Page

  1. Select Sales from your Simplero Dashboard
  2. Select the Products tab from the dropdown menu
  3. Select a product from your list
  4. Select the Participants tab
  5. Check the boxes next to the names of the contacts
  6. Click the Select action... drop-down button at the top of the list and choose an action from it

Option 2: Create a segment

  1. Select Contacts from your Simplero Dashboard
  2. Select the Segments tab
  3. Click the red Create a segment button located in the upper right corner

  4. In the Include section, you can choose what type of contacts you wish to add (e.g. a list, broadcast, product, auto-response, automation, space, etc.)

  5. Once you've decided that then select source = which list, broadcast, product etc.
  6. You can add specified conditions to your selected contacts. 
  7. Click the blue Save button and this will start populating all the contacts for that segment

  8. Now click on the Perform action... button

  9. The Perform an action pop-up screen will open
  10. Select Add a tag from the drop-down list, enter a Tag name you want for those contacts and then click the Go do it! button

       

Optional stop point 

  1. If you are looking to exclude a group of contacts, click the white + Add exclude... button under the Exclude section.


  2. Complete each drop-down that appears, select the list, broadcast, tag, etc. that you want to exclude, and click the Save button.

  3. You should now see a list of everyone in the segment. 

That's all! 

Hope that is helpful! There are tons more fun stuff to do with Tags. Have fun! 

Last updated 10 Feb 2022.
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