How do I Create a Tag?

This guide will walk you through creating a tag to categorize fans based on their activity.

What is a Tag?

A tag, often referred to as a static tag, is a label used to categorize fans based on their activity within a campaign or from a manual import.

Unlike 'smart tags' that dynamically update automatically, static tags remain fixed once applied, helping you segment audiences based on specific behaviours or campaign participation.

It's a great way to organize your fans for targeted marketing or retargeting efforts.

 

How to Create a Tag 

There's two ways you can create a Tag:

 

1. From the Fan CRM > Segments> Tags section by selecting the 'New Tag' button at the top right.

 

2. Another way to create a tag is to navigate to the Fan CRM > Search and utilize the search criteria in the right-hand menu to define the specific conditions for your desired audience

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3. Click Search or Estimate Fan Count to compare the number of fans with your expectations and review the audience

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4. Now that you have reviewed your audience, click on Tag/Untag on the menu bar below your Search Parameters

5. To create a new tag, select Add fans to a new tag. You will then be asked to create a New Tag Name. Once named, click Create Static Tag.

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To find all your created tags, navigate to the Fan CRM > Segments > Tags. All your tags will be listed there.

 


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