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Automate Tagging Based on Campaign Interactions

January 6, 2025

Adding tags based on interactions with email campaigns was difficult, limiting personalization and effective targeting.

What did we do?

Automatically add tags based on user interactions (e.g., link clicks, email opens) by configuring the rules in the send or schedule screen.

Key Benefits:

  1. Enhanced Personalization: Target users based on their engagement with the campaign.
  2. Improved Automation: Save time by automatically tagging users without needing complex workflows.
  3. Simplified Segmentation: Easily create tags based on simple user actions.

Limitations:

  • Tags can only be added once per interaction.
  • Links are uniquely identified by their URL.
  • Trigger links (e.g., unsubscribe links) are excluded.
  • Adding tags based on clicks on a specific link is only possible when Tracking Links is enabled.

How to Use:

  1. Create Your Campaign: Design and set up your email as usual.
  2. Enable Tagging: In the “Send or Schedule” screen, turn on “Add Tags” and click “Add Conditions.”

  1. Set Your Conditions: Choose your interaction type, trigger, and desired tag to be added.
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  1. Save and Send: Save and send your campaign.
  2. View Tags in Stats: After sending, go to the “Campaign Stats” page and click “Tags” to see your tag summary.

  1. See Tagged Contacts: Click “View Contacts” to see who was tagged based on your conditions.

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