Tags are labels that are assigned to Contacts based on their unique interests, activity and behavior. Tags help create granular collections of Contacts for highly targeted content!

Follow along with this guide to Tags and check out the Additional Resources section below for even more information on using Tags to their full potential!

In This Guide

Before Getting Started

To get the most out of Sendlane’s Tag functionality, make sure to complete the following steps:

  • Add Contacts
  • Create a List
  • Create an Automation

Managing Tags

Creating a New Tag

Click the Audience icon in the left-hand menu bar →Tags tab → +Tag

In the right-hand sidebar, enter your Tag text and click Save

Congratulations! You’ve created your first Tag! This Tag is now available to be used while importing Contacts, in Campaigns, and in Automations. Read on to learn how to rename, delete, and use your new Tag!

Renaming a Tag

To change the text used for a Tag, click on the Tag you want to rename → click the Edit icon → enter your new Tag name → Click the green Save icon

Deleting a Tag

To delete a Tag, click on the Tag you want to delete → click the Delete Tag button → click the red Delete button to confirm

Tagging Imported Contacts

During the Contact import process, you can easily apply an existing Tag to all contacts within your import file using the Tags field in the import window!

Please Note

Applying a Tag(s) while importing will add the Tag(s) to every Contact in the file. To apply Tags only to certain imported Contacts, split each group of Contacts into its own file and import the files separately.

Tagging Manually Added Contacts

Use the Tag field on the Add Contact sidebar to apply a Tag to a manually created Contact:

To search for specific Contacts within a Tag, click on the Tag and use the search bar in the left-hand sidebar

Applying a Tag to a link in your Campaign or Automation email allows you to apply tags to Contacts who click on certain links in your content. Adding a Tag to your call to action link allows you to follow up with Contacts who responded to your call to action!

  1. Click on the Campaigns icon in your left-hand sidebar and open an existing Campaign or create a new Campaign
  2. In the Email Builder, highlight the text to be linked and select the Link icon in the toolbar to paste in your target URL
  3. Select an existing Tag or create a new Tag in the Add Tag dropdown

Contacts who click the tagged link in your email will have the Tag applied to their Contact Profile!

Tagging an Image or Button

Tagging a linked image or button provides the same ability to apply Tags to Contacts based on their clicks as tagging hyperlinks.

  1. Click on the Campaigns icon in your left-hand sidebar and open an existing Campaign or create a new Campaign
  2. In the Email Builder click the image to open the Image Settings left-hand sidebar
  3. Enter your target URL in the Link field
  4. Select a Tag from the Add Tag dropdown or create a new Tag

Tagging Contacts in Automations

Using the Add Tag function within an Automation allows you to add tags based on Contact behavior such as opening an email or clicking a link, while the Contact moves through your Automation.

Please Note

Any Automation action created after a Contact has already started the Automation sequence will not affect that Contact. For example, if a Contact subscribed to your List yesterday and you create an "Add Tag" function in your welcome Automation today (even if the contact has not reached this point in automation yet), the Tag will not be added to that Contact.

To add a Tag action to your Automation:

  1. Open the Automation and click the black + button to add an Update Contact Property step
  2. Select Update Property Contact from the Actions menu in the left-hand sidebar
  3. Select Add Tag
  4. Select an existing Tag from the Select Tag dropdown or click the pink Create New Tag button to create a new Tag for the Automation.

Add a Tag to New Contacts

Use an Add Tag action right after a Subscribes to a list trigger to tag a contact as soon as they are added to a List:

Add a Tag After a Conditional Split

Use this to Tag a Contact that has either satisfied or did not satisfy conditions within the Automation.

Managing a Contact's Tags

Adding Tags to Contact Profiles

On a Contact’s sidebar or full profile, click the Add tag(s) button to add a Tag to a single Contact:

Deleting Tags from Contact Profiles

On a Contact’s sidebar or full profile, click the purple x button to remove a Tag from a single Contact:

Additional Resources

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