Articles on: Contacts

How Do I Add Tags to Contacts

Plans: All plans Platforms: Shopify

Overview



Unlock the power of effective Customer Relationship Management (CRM) with contact tags, your go-to tool for streamlined organization. Tags serve as labels for categorizing contacts, offering a myriad of benefits:
Enhanced contact management capabilities
Seamless segmentation, enabling classification into distinct groups like frequent buyers or VIPs
Optimized email delivery rates by targeting specific audience segments based on tags

What you'll learn



In this tutorial, we'll discuss:

Checklist for creating tags
Create tags
Remove tags
Segment newsletters based on tags

Checklist for creating tags



Tags can contain letters (a-z and A-Z), numbers (0-9), and hyphen (-)
Tags cannot contain space, ampersand (&), equals sign (=), underscore (_), apostrophe ('), dash (-), plus sign (+), comma (,), brackets (<,>), or period (.)

Create tags



Log into your AfterShip Email account > Navigate to Contacts > Select a contact to add tag (Click on the email id)>


Under the Tags section, click Edit


Select an existing tag or create a fresh one as per your choice
Click Save

Note: You can add multiple tags to a contact.

Remove tags



Go to Contacts > Select contact to add tag(s) > Edit tags
Click on the “X” icon beside the tag that you wish to remove


Click Save

Segment newsletters based on tags



Go to Newsletters > Choose a newsletter to edit


Go to “Send to” section under the Settings tab > Filters > Edit filters


Click on Add filter > Choose Tag


Select your preferred tag(s) > Save changes

In case you need help regarding the segments, drop our chat support team a message now.

Updated on: 09/05/2024

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