Email Automation

Video 4. How do I use Tags with Campaigns?

After you select the "Trigger" for how to begin your campaign, you want to start adding "Actions" onto the canvas. The "Apply Tag" action is used to apply a tag, or remove a tag, from your subscriber's information. Tags can be used to trigger another campaign to be sent to your subscriber. In this article, we will go over the "Apply Tag" action and how tags can be used for your campaigns.

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Step By Step Instructions

1. First, locate the "Apply Tag" action found in the left hand sidebar of the editor.

On campaign window on left toolbar you will see Apply Tag

2. Then, drag the "Apply Tag" action onto your canvas. You can drop the "Apply Tag" action in the desired spot for when you would like a new tag to be added or removed.

Hover over Apply Tag hold down right mouse button and drag the Apply Tag onto your Canvas

3. To update the tags, click on the "Apply Tag" action from your canvas and locate the "Settings" section in the right hand sidebar of the editor. Here, you can enter the tag(s) to be applied to subscriber's information or enter the tag(s) to be removed from subscriber's information.

Click on Apply Tag and locate Settings and enter the Tags you want to apply

Note: When you have another campaign triggered on a tag, it will alert you at the bottom of this "Settings" toolbar.

4. If you would like to remove a tag that you added, click on the "Apply Tag" action. Then, from your "Settings" click "x" to delete the tag.

To Delete a Tag click on Apply Tag, then Settings and click X to Delete

That's it! Now, you can effectively use tags for your campaigns to automate the messages being sent to subscribers.

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