Tag Members

So if we need to send emails to people who have different jobs, what we would do is “tag” those members with that specific information. We click on a member and click on “Add Tag” at the left bottom corner. In this case, we created a “Singer” tag for Michael Jackson. And click on “Save”.

In this example, we already went on and tagged each person with their occupation.

Create a Segment

If we need to send emails not only to one tag but to more, we can store members that have different tags under a segment as a way of grouping them.

Let’s assume we want to email not only the singers or the actors but every one of our members who are in Hollywood. We go to our contacts and click on “filter”. Then, on “Tags”.

In the list of all the tags, we choose the one that we wish to use. In this example, let’s first choose “Singer”.

What we will see are all our members that have the tag “Singer”. But we want to add everyone with the tag “Actor” to this list as well. So we go ahead and click on “filter” again.

In the list of all the tags, we choose “Actor”.

We go and click on “and” to turn it into “or”.

Save Segment

What we see here are all the singers and actors on our list. Now, we go and click on “Save Segment”.

Create New Email

We choose “Create a new segment”. In this specific example, we’ll call this segment “Hollywood”. Then, we click on “Save”.

To send an email, we go to the “Email” segment on the main menu on the left. And click on “Create New Email” in the top-right corner.

If we want to:

Email one member only; we can select their name under “Contacts”,
Email the members with a specific tag; we can select the tag under “Tags”,
Email the members who have two or more different tags that we previously gathered under a segment; we can select the segment under “Segments”.

After that, we can simply type down a subject, build our email, and send it.

In this example, we used tags according to occupation, but you are free to create your tags and segments however you’d like.