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      How do I Create Smart Tags?

      learn how to create a smart tag from 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.

      • Go into Fan CRM > Search, to create a Filter

      • 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.

      estimate_fan_count.png

      • Click Save Filter, and give your new filter a name! (We recommend coming up with a clear and short naming convention for your filters)

      save_filter.png

      • Now that your filter is created, we need to set up a tag. Go into FanCRM > Setup > Tags

      • Click on New Tag in the upper right corner and then create a new tag name (all lowercase and no spaces). DON'T SAVE IT YET!

      dont_save_it_yet.png

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

      make_sure_to_select_the_smart.png

      You can now select that smart filter tag for your email endpoint list!

      For further inquiries please contact your Customer Success Team.