Drive Results and Save Time with Automated Email Campaign Tagging

Discover how automated email campaign tagging can drive results and save time. Tag contacts effortlessly based on interactions to boost engagement and simplify personalization.
Product Updates and Tutorials: Automate Tagging Based on Campaign Interactions

In today’s fast-paced marketing world, efficiency and precision are key. That’s why automated email campaign tagging is a game-changing tool for marketers. This feature enables you to organize, personalize, and engage with your audience seamlessly—eliminating the need for time-consuming manual tagging.

By automatically assigning tags to contacts based on their behaviors, such as link clicks or email opens, you can refine your audience segmentation and improve campaign performance.

A Smarter Way to Tag Campaign Interactions

With this new feature, tagging contacts based on campaign interactions has never been simpler. Set up rules within the “Send or Schedule” screen, and let the system assign tags automatically.

Here’s what this feature brings to the table:

  • Improved Targeting: Connect with users who actively engage with your emails, ensuring more relevant communication.
  • Time-Saving Automation: Free up valuable time by automating repetitive tasks.
  • Effortless Segmentation: Group your audience effectively using action-triggered tags.

Why Automated Tagging Matters

Stronger Personalization

Understand your audience better by tagging contacts based on their specific actions, such as clicking a link or opening an email. Tailor your follow-ups to match their interests and behaviors.

Enhanced Workflow Efficiency

No need to set up complex workflows or manually assign tags. Automation ensures consistency and accuracy in your tagging process.

Simplified Audience Segmentation

Quickly create precise audience groups by leveraging tags that reflect user engagement.

Easy Steps to Use Automated Tagging

This feature is designed to make your workflow as smooth as possible. Follow these steps:

  1. Design Your Campaign
    Create your email content and prepare it for sending.
  2. Activate Tagging
    In the “Send or Schedule” section, enable the “Add Tags” option. Click on “Add Conditions” to define your tagging criteria.

    Screenshot of the 'Send or Schedule' screen in the email builder with the 'Add Tags' option highlighted for enabling tagging during campaign setup.

    Close-up of the 'Add Tags' settings with the option to add conditions for tagging contacts based on interactions, such as link clicks or email opens.
  3. Set Up Your Rules
    Select the type of interaction (e.g., link click, email open), add a trigger, and assign the appropriate tag.

    Dropdown menu in the 'Add Tags' settings showing the selection of interaction types, including link clicks and campaign opens.

    Configuration panel in the 'Add Tags' feature where users can choose interaction types, set triggers, and specify tags to be applied.
  4. Send Your Campaign
    Launch your email campaign, and the system will handle tagging automatically.
  5. Track and Review
    Access the “Campaign Stats” page to view your tagging summary and see which contacts were tagged based on their actions.

    Campaign Stats page displaying a summary of tags applied, including the number of contacts tagged based on their interactions and the option to view details.

Best Practices for Tagging

Keep these points in mind to optimize your results:

  • Tags are applied only once per interaction.
  • Each link is uniquely identified by its URL.
  • Tags won’t apply to certain trigger links, like unsubscribe links.
  • Enabling Tracking Links is required for tagging specific links.

Exciting Updates on the Horizon

The journey doesn’t end here. Soon, you’ll be able to manage and apply tags directly from the campaign stats page, offering even greater flexibility for refining your strategy.

Automated email campaign tagging empowers you to save time, deliver personalized experiences, and enhance engagement. With this innovative feature, you’ll streamline your workflow and drive meaningful results without the extra effort.

Start leveraging automated tagging today and take your email marketing to the next level!

author avatar
Brianna Johns
Hi, I’m Brianna! As the Digital Architect at First Direct, I specialize in media buying, analytics, and optimizing campaigns to ensure they resonate and deliver results. I also manage FirstDirect360, acting as the wizard behind the curtain to enhance the platform's impact. My passion lies in precision, innovation, and driving success through continuous improvement.

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