- Tags are a useful tool for sub categorization of the contacts and specific filtering, targeting clients.
To create a Tag, you need to:
Go to the Contacts Page (from the left hand side navigation bar)
Check the box in front of the Contact that you want to add a Tag to
Click on the Tags drawdown Menu and select an existing Tag or create a new one
- These Tags created from the HQ control account will also be copied to the sub accounts (locations accounts).
- They can also be used to run Automated Text and Email Campaigns from the HQ control account on behalf of the stores with Triggers such as (Tag / equals / Name of the Tag you created) or you can simply clone the Campaign on the stores account and they can chose to run it themselves.