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Meera R | October 7th, 2021

Tags

This guide will help you understand Tags in SendX and the various options that come with them in detail.

Introduction to Tags

Tags are used to group contacts based on an action, interest, or event. For example, suppose you have two lists for your product:

  • Trial Users

  • Paid Users

Now, each contact in these lists may have performed specific activities such as:

  • Created a profile

  • Uploaded a picture

  • Visited a specific webpage

For instance, if you want to track contacts who have unsubscribed from emails, you can create a tag named Unsubscribed User.
For example, here we will take those contacts who have unsubscribed from emails. So in the place under name, we will name it unsubscribed user.

Then we have to submit the tag by clicking on the Submit Tag button. After submitting, you can import contacts or add them manually.

Tag Use Cases

Tags can be used to:

  • Segment users at a finer level. So you can decide to send a campaign to all users who have joined in last 1 month and have created a profile but have not uploaded a profile picture using tags.

  • You can start or stop drip sequences based on tags which are added or removed to a contact. For example, if a user adds a product to shopping cart but doesn't make a purchase then start a drip sequence for him to complete the purchase. Also when a user completes the purchase, remove this tag which will stop the drip sequence.

  • You can do mico-targeting by having dynamic email content based on user activity or actions represented via tags. So say for any user signing up for trial you send them drip email sequence. However the email content should be based on the actions which they did on the platform. So if a user has created a profile then the mail should nudge them towards uploading a picture.

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