Tags are when you add labels to your contacts so you can provide them with more targeted information. Think about them as sub-categories to lists.
Some Tag options include the contact’s interests, birthday month, location, VIPs, unengaged or where you met them. A Tag can be anything that helps you better identify your subscriber.
Once you’ve added Tags to your contacts, you can choose which Tag categories you want to reach with your next email campaign or automation.
How to create a Tag
1. Click Contacts from the left navigation and then click Tags.
2. Click Create New.
3. Give the Tag a name, and click Create the new Tag.
4. You will see a confirmation message that the Tag was successfully created. Click Name to view your created Tag(s).
How to add Tags to contacts
You can Tag your contacts in bulk when you import them into Robly.
1. Click Contacts > Contacts > Add Multiple Subscribers from the left navigation.
2. Either choose a current Tag to add to the imported contacts and checkmark the box(es), or click Create New Tag. Once you’ve chosen your Tag(s), click Import Contacts in the top right.
3. After you read the opt-in certification, check the box that you agree to the terms and click Submit.
4. The Selected Tag Name(s) will appear. If you want to adjust the default mapping, this is where you can do so. Once it’s correct, click Start Import.
5. This screen will appear to show you the import is in the queue.
How to add a Tag to one contact
There are two ways to add a Tag to a single contact.
OPTION ONE
1. Click Contacts from the left navigation, and click Contacts > View Contacts from the drop-down menu. (You can also locate the contacts by going to Lists and choosing the contacts there.)
2. Search for the contacts you want to add a Tag to, and check the boxes next to their names. Click Add to Tag.
3. Choose from an existing Tag, or create a New Tag Name. Click Add Contacts to Tag.
OPTION 2
1. You can also add a Tag to an individual contact by clicking on the contact’s name.
2. Click Add To Tag.
3. Choose the Tag, and click Add to Tag.
How to clear Tags
To remove a specific Tag from your contacts without deleting the Tag from your account, you can clear the Tag.
1. Click Options > Clear.
2. If you want the action to also apply to relevant automations that are based on the Tag, check the box. Click Clear Tag.
How to delete Tags
To remove a Tag from contacts and from your Tag list, you can delete it.
1. Click Options > Delete.
2. Click Delete Tag.
How to rename Tags
You can change the Tag name without affecting your contacts and automations.
1. Click Options > Rename.
2. Enter the new Tag name and click Rename Tag.
How to send email to Tagged contacts
Now that you’ve created your Tag and added them to your contacts, you can start sending emails to those Tagged contacts. If you haven’t already, you’ll need to start by creating a segment for the specific Tag(s) you want to target and then apply that segment to the recipient list in the Campaign Builder.
1. Click Contacts > Segmentation.
2. Click Create a New Segment.
3. Choose Tag from the drop-down menu and then pick the desired Tag name from the menu on the right. Name your segment in the bottom box, and click Create Segment
4. Your segmentation name will show up. Click Email > Campaigns in the left navigation to build your campaign.
5. Click Create a New Campaign and then choose either Classic or A/B Test from the pop-up box, and click Next.
6. Click Choose Recipients.
7. Click Yes next to Segment your audience and choose the segment you created from the drop-down. Click Save Recipients. That will send your campaign to your targeted Tagged contacts.
