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?

0 Upvotes
1 Accepted solution
CTA9
Solution
Contributor

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 🙂

View solution in original post

3 Replies 3
MDechow
Participant

Tagging in Emails

SOLVE

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 🙂

0 Upvotes
kvlschaefer
Community Manager
Community Manager

Tagging in Emails

SOLVE

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 Upvotes
CTA9
Solution
Contributor

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 🙂