Tag Contacts from Campaign Statistics
Segmenting contacts just got easier! You can now add and automate tags directly from your campaign statistics page based on interactions like opens and clicks. No more pre-planning or tedious manual work.
Overview
You can now tag contacts based on their interaction with a campaign (opens, clicks, etc.) directly from the campaign’s statistics page. This allows you to instantly segment and personalise your follow-ups—without setting up tags in advance. Plus, with auto-tagging, new contacts who engage with your campaign will be tagged automatically in real-time, keeping your segments updated effortlessly.
Overview
You can now tag contacts based on their interaction with a campaign (opens, clicks, etc.) directly from the campaign’s statistics page. This allows you to instantly segment and personalise your follow-ups—without setting up tags in advance. Plus, with auto-tagging, new contacts who engage with your campaign will be tagged automatically in real-time, keeping your segments updated effortlessly.
TABLE OF CONTENTS
Benefits
Previously, tagging was only available through pre-planned workflows or manual bulk actions. This update makes it easier to:
- Instant Segmentation: No need to plan ahead—segment post-campaign.
- Automated Tagging: New interactions get tagged without manual effort.
- Trackable Logs: Keep a clean history of tag actions.
- Multi-Tagging: Apply multiple tags for more nuanced segmentation.
What’s New
- Tag by Interaction: Apply tags to contacts who opened, clicked, or engaged—right from the stats page.
- Auto-Tag Future Interactions: Automatically tag new contacts who interact with the campaign.
Step-by-Step Guide
1. Tag Contacts by Interaction
- Go to Marketing → Email Campaigns.
- Find a sent campaign and click the 3-dot menu → Statistics.
- Click Load More to view interaction data (Opened, Clicked, etc.).
- Choose an interaction category (e.g., Opened).
- Select the contacts you want to tag.
- Click Add Tags, type your desired tag, and apply.
2. Auto-Tag Future Interactions
- In the interaction category (e.g., Opened), select All.
- Click Add Tags and enter your tag(s).
- Enable the Auto-Tag Future Interactions toggle.
3. Track Tags and Logs
- All manual tagging is visible in Tags and Bulk Actions.
- Auto-tagged contacts will not appear in the Bulk Actions log but will be tagged automatically as they interact.
Limitations
- Auto-tagging is not available for :
- Invalid contacts
- Order Details lists
- All actions are logged in the Bulk Actions tab apart from future auto-tagging.
FAQs
Q1: Can I remove tags using this feature?
A: No. This tool currently only supports adding tags. You can remove tags manually via Contacts or Tags settings.
Q2: What happens if I apply the same tag again?
A: Duplicate tags are ignored. A contact won’t get tagged multiple times with the same tag.
Q3: Can I use this with A/B test campaigns?
A: Yes, tagging works with A/B test campaigns.
Q4: How many tags can I apply at once?
A: Multiple tags can be applied just like in Contacts sections.
Q5: Where will i see the log data?
A: You will see the log data within Statistics interface.