How do tags and segments work?

This article will help you how to categorize and target your newsletter subscribers.

We use tags to organize contacts into different groups of interests, topics, or any other category that you'd like to create to help you deliver the right content to the right audience. After tagging your contacts, you can create different segments with one or multiple tags, and from the newsletter editor, you can choose which segment you want o send your email campaigns to.

How to create tags:

  1. Click Audience
  2. On the upper right of the Audience screen, click Tags
  3. Click the Add tag button
  4. Enter the name of the tag in Name field
  5. Click Color and select the of the tag 
  6. Hit Save

How to tag contacts individually:

  1. In your Audience table, select the subscriberIn your Audience table, select the subscriber
  2. Click Edit
  3. Click on the Tags dropdown to search and select tags

  4. Hit Save

How to create segments:

  1. Click on Segments on the upper right of the screen

  2. Click the Add segment button
  3. Enter the name in Segment name field
  4. Select tags you want to use for your audience based on whether they are or are not tagged one or more things
    • Select the the conditional (In or Not In)
    • You can select multiple tags

      Note: If you select multiple tags, the list will include only subscribers in ALL of those tags. e.g., A subscriber in TagA and TagB but not TagC will not be emailed if the segment contains Tags A, B, and C.
  5. There's also an option to narrow the segment to audience member who opened the news letter
    • Select the  conditional (OPEN or NOT OPEN)
    • Choose the name of the newsletter from the dropdown
  6. We also added the option to filter using the custom field
    • Select the name of the custom field
    • Select the  conditional (equals to, distinct of, contains or  does not contains)
    • Enter the name of the custom field
  7. Click on Save

To send your newsletter to a specific segment:

  1. Once you're done creating or updating the draft newsletter, click Continue
  2. In Schedule page, there's Audience dropdown
  3. Select the audience for the newsletter
  4. Fill out other fields
  5. Click on Schedule