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Automate Tagging Based on Email Campaign Interactions

Automated tagging in Stack allows you to categorize users based on their interactions with your email campaigns. This feature helps you personalize communication, save time, and effectively segment your audience.

Contents​

When to Use Automated Tagging​

Automated tagging is useful when you want to classify your contacts based on their behavior. Here are a few scenarios where this feature can be particularly beneficial:

  • Tag users who open or click on links in emails related to courses.
  • Tag users who click links to register for webinars.

Key Benefits​

Personalization:
Automatically tag users based on their actions, such as clicks or opens, to send targeted follow-up emails that resonate with them.

Automation:
Save time by applying tags automatically, which removes the need for manual tagging and ensures consistency.

Simplified Segmentation:
Easily group users by their actions (e.g., "Clicked on Course Link") to deliver more focused and effective messages. This enhances the efficiency and impact of your email campaigns.

Limitations​

  • Tags can only be added once per interaction.
  • Trigger links, such as unsubscribe links, are excluded.
  • Tags based on clicks require tracking links to be enabled.

Steps to Set Up Automated Tagging​

  1. Create Your Campaign:
    Design and set up your email as you normally would.

  2. Enable Tagging:
    In the "Send or Schedule" screen, activate "Add Tags" and click “Add Conditions.”

  3. Set Your Conditions:
    Choose the interaction type, set your trigger, and specify the desired tag to be added.

  4. Save and Send:
    Save your settings and send your campaign.

  5. View Tags in Stats:
    After sending, navigate to the "Campaign Stats" page and click "Tags" to view your tag summary.

FAQs​

  1. Can we create tags from the email builder?
    No, tags can currently only be created on the contacts page.

  2. Do we need to enable tracking links to use this feature?
    Yes, for conditions where you wish to automate adding tags based on link clicks, tracking links must be enabled.

Automated tagging simplifies tracking and engaging users based on their actions, enhancing your email marketing efficiency!