Manual Tags and Marketing Campagins

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Scott3487
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Manual Tags and Marketing Campagins

Post by Scott3487 »

How are these supposed to work together?
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Dave
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Re: Manual Tags and Marketing Campagins

Post by Dave »

When you create a campaign, you can choose how you would like those participants in the campaign to be tagged.
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You can learn more about using tags in this video: https://www.youtube.com/watch?v=D98wadG5di8

You can also use campaigns to tag customers who have purchased a specific product: viewtopic.php?t=3614
Scott3487
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Re: Manual Tags and Marketing Campagins

Post by Scott3487 »

How can we add contacts we add manually to a campaign?
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Dave
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Re: Manual Tags and Marketing Campagins

Post by Dave »

When you are looking at your list of campaigns (You get there by clicking on Marketing->Marketing Campaigns) You will see a column titled "Participants" ie. "25 active".

Click the number that says "active" and you will be taken to the following screen:

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On the right, you will see a box titled "Add all Contacts In Tag To Campaign"
Scott3487
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Re: Manual Tags and Marketing Campagins

Post by Scott3487 »

Ok, so for this to work, and to not restart a campaign for existing contacts on a campaign, manually added leads should have their own tag?
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Dave
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Re: Manual Tags and Marketing Campagins

Post by Dave »

If you want to add multiple contacts to a campaign, uploading them all to a tag and then merging that tag into the campaign is the most efficient way. If you are using APWT V5.4 - This will not restart anyone back to the beginning who is already in a campaign.

If you just want to add a single person to a campaign, you can do this from that person's CRM record on the right-hand side where it says 'Campaign: Empty". Just click the "Empty" and a list will appear.

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Scott3487
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Re: Manual Tags and Marketing Campagins

Post by Scott3487 »

Great thank you
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