Tag Management

Segment your contacts using custom tags

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Written by Jonny Platt
Updated over a week ago

You can use Tags in Upscribe to segment your contacts when sending marketing emails and email sequences. Add tags to your customers manually or automatically when they submit an opt-in form.

Create and assigning Tag

There are a few ways to create a Tag. You can create a new tag from the Tags section directly by going to the Contacts index, clicking the Tags link and then clicking the Add New button in the top right corner.

Another way to create new tags is while editing a Form or a Contact.

Auto-tagging contacts via forms

You can add tags to your Upscribe forms that will automatically be passed to Contacts that submit the form.

Send emails to tagged contacts

When sending an email or email sequence you can segment your contacts by a specific tag or group of tags. First click the Segment button and then enter your tags into the tags field that appears.

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