Help
Heads up! We just made some big improvements to Simplero, and a lot of the videos and screenshots here aren't updated yet.

How To Guides

Current Lesson
Course Content
Course Content

Tags

3:34 Video (4 MB) HD Video (7 MB) Audio (2 MB)

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 Lists & Contacts from your Simplero Dashboard
  2. Select the Tags tab
  3. In the upper right corner, select the blue + Create a tag button
    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 Contacts tab under the Lists & 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 Lists & 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 with an eye 
    • You can even save this broadcast email in your email library by clicking the white Save to email library button
  10. To learn about editing your broadcast check out our guide

Adding a trigger to a tag

  1. Select Lists & 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 blue Add link located in the far right side of your tag name, under the Triggers column 

    Add_Triggers_button
  5. The Add new trigger pop-up screen will open

    Add_trigger_options
  6. Select the options in each field that you wish to happen for this trigger
  7. Click the blue Save changes button when done  

Deleting a Tag

  1. Select Lists & 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 Lists & Contacts from your Simplero Dashboard
  2. Select the 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-actions-large.jpg

Bulk Action from Participant's Page

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

    Bulk-actions-large.jpg

Option 2: Create a segment

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

    Create_a_segment_button
  4. In the Include section, click the white Add... button and choose where you are collecting these contacts from (e.g. a list, broadcast, product, auto-response, automation, space, etc.)

  5. Once you've decided that then select which list, broadcast, product etc.
  6. Click the blue Save button and this will start populating all the contacts for that segment

    Populating_contacts_for_segment
  7. Now click on the Perform action... button

    Segment_Perform_action
  8. The Perform an action pop-up screen will open
  9. 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

That's all! 

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

Create_a_new_segment_.png

If you want to exclude one specific contact, we don't have a way to delete a contact from the segment but there is a workaround. You can first tag the contact individually, follow the steps above and then exclude the specific contact you just tagged. 

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

Last updated 3 Dec 2018.
Previous Lesson Seeing What Your Customers Sees Next Lesson Segments
Like