Tips, Tricks & Best Practices

LBrown3
Member

Tagging in Emails

SOLVE

Similar to how you can use tags on blog posts, is there a way or workaround to tag emails or contacts in the CRM? For example, sally clicked and engaged with 3 emails with the topic of red shoes. She is probably interested in red shoes but never engaged with any of the emails regarding black boots. Let's just send her relevant emails and take out black boot emails from the queue. Ways to tags email topis or contacts to see what they're favoring?

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CTA9
Solution
Participant

Tagging in Emails

SOLVE

Hi @LBrown3,

 

Yes, it is possible via workflow and a custom property. The below steps will help you;
1. Create a Contact Custom Property and name it "Interest"
2. Create a workflow to set the "Interest" value as per the interaction of the user with emails
3. Now on the bases of the "Interest" value we can add or remove any user from a particular emailing list.

 

Please reply below if you face any problems while implementing the above steps.


Thanks 🙂

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1 Reply 1
CTA9
Solution
Participant

Tagging in Emails

SOLVE

Hi @LBrown3,

 

Yes, it is possible via workflow and a custom property. The below steps will help you;
1. Create a Contact Custom Property and name it "Interest"
2. Create a workflow to set the "Interest" value as per the interaction of the user with emails
3. Now on the bases of the "Interest" value we can add or remove any user from a particular emailing list.

 

Please reply below if you face any problems while implementing the above steps.


Thanks 🙂