How to Automate Tagging Based on Email Campaign Interactions

Automated tagging lets you tag users based on how they interact with your email campaigns. This helps you personalize your communication, save time, and segment your audience more effectively.

TABLE OF CONTENTS

• When to Use Automated Tagging?
• Key Benefits
• Limitations
• Steps to Set Up Automated Tagging
• What's Next

When to Use Automated Tagging?

Based on contact's behaviour the contacts can be automatically tagged for easier classification of contact base. Below are few examples of some use cases that can be implemented through this feature - 

• Tag users who open or click on links in emails related to courses.
• Tag users who click links to register for webinars.

Key Benefits

Personalization: Automatically tag users based on their actions, like clicks or opens, to send targeted follow-up emails that feel relevant.

Automation: Save time by automatically applying tags, eliminating manual effort and ensuring consistency.

Simplified Segmentation: Easily group users by their actions (e.g., "Clicked on Course Link") to send more focused, effective messages.

This makes your email campaigns more efficient, relevant, and impactful.

Limitations

• Tags can only be added once per interaction.
• Trigger links (e.g., unsubscribe) are excluded.
• Tags based on clicks require tracking links to be enabled.

Steps to Set Up Automated Tagging

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.”

3. Set Your Conditions: Choose your interaction type, trigger and desired tag to be added

4. Save and Send: Save and send your campaign.
5. View Tags in Stats: After sending, go to the "Campaign Stats" page and click "Tags" to see your tag summary.

What's Next

Soon, you’ll be able to add tags directly from the campaign stats page for even easier management.

Automated tagging makes it easy to track and engage users based on their actions, improving your email marketing efficiency!