This guide will walk you through creating a smart tag using a filter.
Tags with Smart Filters are useful for creating a specific set of conditions that automatically and dynamically tags 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.
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Go into Fan CRM > Search, to create a Filter
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Use the search criteria on the right hand menu to create a set of conditions for the audience you want
- 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)
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Now that your filter is created, we need to set up a tag. Go into Fan CRM > Segments > Tags
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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 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