Apply Tags (Segmenting)

You are here:
Print

Applying tags allows you to group contacts for campaigns, as a reminder of their origin or industry, or when paired with ADVANCEDACTIONSLINK tags can help track your recipients activity and even pass them into SEQUNTIALCAMPAINSLINK

 

Step 1 – Click on Tags located on the top menu bar.

Step 2 – Click Create Tag

Step 3 – Give the Tag a Name, Description, and choose the Color, Then click Save located in the bottom right

Step 4 – With the new tag created click on Contacts in the top menu bar.

Step 5 – Set the Number shown per page to your preference, then begin selecting contacts to apply a tag to.

Step 6 – Once you have selected the desired contacts, click on Actions, then click Assign Tags.

Step 7 – Select a Tag to apply then click Save.

Step 8 – That’s it! You have applied a tag to your contacts. Now you are ready to create a Campaign!


You may also like

Linkedin Cold Message Examples That Get Replied To | Connect 365

Linkedin Cold Message Examples That Get Replied To | Connect 365

Small Business Email Marketing (2021 Guide)

Small Business Email Marketing (2021 Guide)

Best Conferences for Coaches, Speakers, and Authors

Best Conferences for Coaches, Speakers, and Authors

Ready For A Better, Simpler, Way to get high-paying clients on autopilot?

Request an invite to connect 365 and start building relationships with your best prospects with simple, streamlined automation.