Simplify Contact Management with Automatic Tagging

Discover how automatic tagging in KlickTipp improves contact management. Assign multiple tags effortlessly and enhance contact segmentation. Deliver more personalized communication with ease.

With tag automation, you can ensure that when a contact receives one tag, additional tags are automatically applied. This helps you streamline your processes and target your audience with relevant messages.

How Automatic Tagging Works

Method 1: Assign Tags Automatically Using the Tagging Dialog

  • In the menu, select → Automation   → New Tag.
  • Give the tag a name, e.g: Customer Product A.
  • Click on the → Create Tag  button.
  • In the menu, select → Automation   → New Tag.
  • Give your second tag a name, e.g: Customers.
  • Then click on the → Create Tag  button.
  • Click on the tag you want to assign to your contact. In our case it's the tag: Customer Product A.
  • Under → Automatic Tag Assignment,  enter the tag with which the contact should be tagged when it receives the tag: Customer Product A.  In our case, it's the tag: Customer.
  • Finally, click on → Save.

Method 2: Automate Tag Assignment with the Marketing Cockpit

  • Create a new campaign.
  • For example, choose the tag → Customer Product A  as the start condition .
  • Add an “Assign tag” action with which you add the automatically assigned second tag → Customer .
  • Now add further actions or the “End campaign” action to the campaign.
  • Start the campaign via the settings. To do this, click on the gear icon at the top left.
  • You can now select the dispatch time.

Whenever a contact receives the tag → Customer Product A,  they will also be automatically tagged with → Customer. This makes automatic tagging a powerful tool for contact segmentation.

Automatic tagging saves time by automating tasks. It simplifies workflows and helps you focus on your audience.

This feature improves contact segmentation. You can target groups more effectively and organize contacts better.

Better segmentation leads to personalized communication. Your messages match your audience’s needs and increase engagement.

Use automatic tagging today to streamline your marketing and get better results.

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