You can create segments based on actions by tagging contacts. When you identify a contact, you update their profile in real time. For example, if your subscribers click on certain links, you can mark them with one or more tags. These tags can later be grouped to form a specific segment of people to whom you want to send selected newsletters or follow-up or reminder communications in the same campaign. Segments, like contacts, can be associated with one or more tags.
In this article:
- How to create tags
- How to assign a tag to a contact
- How to segment your contacts when importing a list
How to create tags
- Go to Newsletters, click on your username in the top right corner, and select Tag Library from the dropdown menu.
- Enter the name of your new tag.
- Click Create.
- Your tag is now created, and you can close the menu.
How to assign a tag to a contact
To use a tag, follow these steps:
- Select the Contacts tab.
- Select your contact list.
- Check the circle next to the desired e-mail address.
- A new menu will appear at the bottom of the page. Select Add or Remove Tags from the Actions menu.
- Choose the tag you want to use and click Tag. You can also create a tag directly from this menu.
- When you have selected the tag, click Done. Your contact is now tagged.
How to segment your contacts when importing a list
It is also possible to include a tag when importing your contact list, automatically segmenting the list during the import. Note that, when importing your contacts into Yapla, all groups present in your account (system or custom) will automatically be imported as tags, which you can use to create segments. For more details, refer to the article create segments for your newsletters.
If you already have a segment based on a tag, you can select this segment during the import process, and each contact in the list will automatically be added to the segment.
You can also create a new tag or add an existing tag to all your contacts during the validation step of the list import for future use.
To go further
How to import bounced and unsubscribed contacts into the new Yapla Newsletter
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