Filter your contacts by tags when sending an email

Send your email to a subgroup of contacts by selecting or excluding tagged contacts

Important: If you have over 10,000 contacts, the tag feature isn't available, but you can segment your contacts by email activity to quickly find your most or least engaged contacts, or segment by the contact details you collect.

Segmentation helps you group different contacts together based on their behavior, interests, or information they have in common. When your contacts are separated into defined groups, it makes it easier to create targeted email content that appeals to them.

Tags let you label contacts across different lists so that you can create a segment without moving the contacts off the list they're currently part of. When you're ready to schedule your email, you can select multiple lists and then send directly to the contacts who are tagged, or exclude those tagged contacts.

1. When you're ready to schedule your email, click Continue.
   
   
    
2. Use the checkboxes to select the email lists you want to send to.
3. Click "Narrow by Tag."
   Note: If you haven't created any tags yet, the link won't be visible.
   
   
    
4. Choose how you want to narrow by tag:

• Send only to contacts who are also tagged with - This option sends your email only to the contacts on your selected lists who have been tagged with your selected tags.
• Don't send to contacts who are also tagged with - This option excludes the contacts on your selected lists from receiving your email if they have been tagged with your selected tags. For example, in the image below, anyone who is labeled as a vegetarian won't receive the email for the chicken sandwich.

5. Select the tags you want to send to or exclude.
6. Click Apply Filter.
   Note: You can edit or remove the tag filter up until you send the email.
   
   
    
7. Use the toggle to choose when to send:

• Send Now - To start sending your email to your contacts. The email is immediately queued and sends in approximately ten minutes.
• Schedule for Later - To select a future date and time to send to your contacts. When the date and time is reached, your email is queued and sends in approximately ten minutes.

8. Click Send Now or Schedule.
   
   
    

Give your contacts a little time to open your email and then check your reporting on the Email Details page.
 

Did you know? If filtering a list by tags doesn't reach your desired audience, you can create a custom segment of contacts. For example, you can create a segment that includes contacts who belong to a specific list and contacts who have a specific tag. Or you can create a segment of contacts who haven't opened your last five emails. By taking the time to segment your contacts, you can reach the right people with the right message.

Questions?