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I am super excited to reveal an oft-requested update to our “Tag” feature. You can now exclude tags when sending your campaign! This is a great addition to the product as it opens up more flexibility when scheduling your campaigns so you can ensure the right people get the right email. Please keep in mind this feature is only available in our Third Generation Editor.
So, how does this work? Let’s take a look at an example of scheduling including a tag: We have a popular example to use around the support floor when discussing tags. “Imagine you’re a pet store owner and you cater to dog owners and cat owners. For simplicity’s sake, you have a general mailing list because many of your email campaigns are about store-wide promotions and events. But occasionally, you have something that really only benefits dog owners. This is where tags come into play. When you get to the scheduling page, after selecting your general mailing list, there will be an option to narrow recipients by tag. This way if you only want to send to dog owners you can select their tag and schedule away.”
Now, as you will see in the picture below, there is a way to exclude tagsas well. And it’s super easy!
Let’s say you have one mailing list and three tags: Dog Owners, Cat Owners, and Bird Owners. You have a promotion that only targets dog owners and cat owners. Now you can choose to exclude bird owners from receiving the mailing. And who likes bird owners, anyway? Just kidding!
But wait, Nick. If I want to exclude bird owners why don’t I just select Dog Owners and Cat Owners and choose the option “Send only to contacts who are also tagged with?” You certainly could! So let’s look at an example where it would make more sense to exclude a particular tag:
Let’s say that you have created multiple lists for the different contacts you have met at conventions or events you have attended. You want to send out an end-of-year donation email but want to exclude the people who have already donated throughout the year. You have already gone through and tagged the contacts that made donations and are now ready to send the email. You choose to exclude the people with the “already donated” tag and off the email goes! As more people donate you can then go back and add more contacts to the “already donated” tag in case you need to send the email out again.