You can use tags to group and segment your recipients according to various criteria. For example, you can tag all recipients, who are interested in a specific product, or all recipients, who have opened your newsletter in the last 30 days,
There are two ways to attach tags to an entire list in CleverReach:
By exporting and importing a file
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In your account, click on the Recipients menu item on the left.
- Select the recipient list for which you want to attach the tags to the recipients.
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Export the list using the three menu items ●●●● and click on Export the current list of results here. In the article Import and export tags of your recipients you will find further information on this topic.
- Open the downloaded file with a spreadsheet program.
- Add a new column with the heading Tag and enter the tags per row that you want to attach to your recipients. Save your file.
- Import the file you have just saved via recipients > the three menu items ●●●● next to your recipient list and click on Import.
- Select the file and then click on Upload. You can now link the Tag data field with the Tags data field from the import file link.
- Select the Update & Add option below and click Next. Your data is now updated and the tags added to the recipients.
With a THEA automation chain
For an introduction to the topic of automation, please also read our article Automation THEA: The simple automation chain.
You can assign tags using an automation. To do this, set up the chain as follows:
- Calendar element and list of days as start symbol (e.g. today xx-xx-2024 at 12:00 noon)
- Load recipient group element: Select your recipient list here
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Change data element: Select the TAG that you want to assign
Your automation chain looks like this:
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For the Change data element, assign the tag (here: example-tag (highlighted in blue).
- Click on the Save button.
- Also save your automation chain. As set, this will be activated on the desired day at the desired time, the tags will be attached to your selected recipient list.
Help & Support
If you have any questions or need help, please do not hesitate to contact our Service Team.