How do I create smart tags?

Tags with Smart Filters are useful for creating a specific set of conditions that automatically and dynamically tag any fan that meets the criteria.

You can use these to automatically collect fans under a single tag to push to your brand's email endpoint.

Go into Fan CRM > Search to create a Filter
Click on +Add Parameter to choose the criteria you'd like to filter by
Click the Search or Estimate Fan Count button to see if this number matches what you've seen and double-check the audience members to confirm
Click Save Filter, and give your new filter a name. We recommend coming up with a clear and short naming convention for your filters.

Important: Smart Tags expire after 1 year. At that time, they become static tags and will no longer push to your third-party integrations. It is key to monitor your tags regularly to ensure that your data flows to your integrations successfully. For more on this, see How do I extend the expiration date on a smart tag, or recreate an expired smart tag?

Now that your filter is created, we need to set up a tag. Go into Fan CRM > Segments > Tags
Click on New Tag in the upper right corner and then create a new tag name (all lowercase and no spaces)

Make sure to select the smart filter that you created from the dropdown menu, and then save the tag
Click Save

You're all set! You can now select that smart filter tag for your email endpoint list.

Still need assistance? Please reach out to your Customer Success Team or contact support@tradablebits.com

How do I create smart tags?

This guide will walk you through creating a smart tag using a filter.