Create a Tag
A tag is a static list that allows you to manually group People for sending purposes. As tags are static lists, they need to be maintained as they can quickly go out-of-date, for that reason we recommend using a Saved Search for sending, as it is a dynamic list which updates based on your Data Fields.
Tags are more useful when sending to a group of People that cannot be targeted by a Saved Search, such as people who only signed up with their email address, or people who signed up offline at a marketing event.
To Create a Tag:
- Go to People and click Tags.
- In the New drop-down, click New Tag.
- Enter a Name for your Tag (choose a name that you and other users will recognise), and an optional Description, then click Save.
Note: You can add this Tag to your favourites, using the checkbox. This will allow you to locate the tag easily when sending.
- Your New Tag will now appear in your chosen folder. You can also Use Folders to Organise your Tags.
Note: Once your tag is created you can Move a Tag to a Different Folder or Delete a Tag.