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 scheduling your email, select the email lists you want to send to.
2. Click Narrow by Tag or Filter by tag.
   Note: If you haven't created any tags yet, the link won't be visible.
   
    
3. 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. 

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.
   
   

   In this example, contacts who are labeled as vegetarians won't receive the email for the chicken sandwich.	In this example, only contacts who are tagged as early birds will receive the email for the breakfast menu.

    

After you send your email, give your contacts a little time to open it, 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 to get your message to the right people! 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.

Questions?