Tips, Tricks & Best Practices

LBrown3
メンバー

Tagging in Emails

解決

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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1件の承認済みベストアンサー
CTA9
解決策
投稿者

Tagging in Emails

解決

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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3件の返信
MDechow
参加者

Tagging in Emails

解決

Hi 
Im having a similar challenge and can't figure out a solution based on the answer. How do you either tag or use naming conventions to add an interest value based on the topic?

If you use naming conventions, how do you build either a workflow or list where you're able to do a contains filter? E.g. I want all emails that contains "Red shoes" in the internal email name. 

I might be approaching this the wrong way - if you have time to elaborate your answer it would be highly appreciated 🙂

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kvlschaefer
コミュニティーマネージャー
コミュニティーマネージャー

Tagging in Emails

解決

Hi @MDechow,

 

Thanks for reaching out to the Community! 

 

I wanted to invite our subject matter experts to this conversation.

Hi @HFisher7@franksteiner79@jforte - Do you have any advice for @MDechow?

Thank you! 

 

Best,

Kristen


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0 いいね!
CTA9
解決策
投稿者

Tagging in Emails

解決

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 🙂