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.

• 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 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