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Include / Exclude Tags

Moderator

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 tags as 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!

 

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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.

Tags transcend the boundaries of lists. You have multiple lists that serve specific functions or cater to specific audiences but sometimes you need to either target a group of people that overlap between the different lists or exclude a group of people where the content going out to all your lists isn’t relevant.

Anyone have successful tag stories? What do you find useful about using tags?

Nick_S.

Hey! I'm Nick and I am the Social Media & Content Manager for the Community and Social Care team here at Constant Contact, aka @CTCTHelp on Twitter. When I'm not at work you can find me kayaking, hiking, and recording a weekly podcast!

11 Comments
CTCT Employee

Hi @DarcieD, thank you for reaching out to the Community! I apologize for this experience you've had with scheduling your email. I took a peek at your account and was able to replicate this. This is something we would like to troubleshoot further for you. I have reached out to our higher-level technical team and they will take a closer look into it. They will reach out through the contact address on file with an update in the next 4 business days.

CTCT Employee

Hi @TOWpta,

 

Yes! You can narrow recipients by tag when sending your email campaign. Just select the option you need and check the appropriate box:

 

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Frequent Visitor

What is the Third Generation Editor? How do I know what version I have?

Moderator

Hi @WSU-EPD,

 

The third-generation editor is the newest iteration of the Constant Contact email campaign creation platform. It's built from the ground up to be mobile response. I checked your account and it is already turned on for use. If you have been using our second-generation editor, you will need to create a brand new template in the account by going to Campaigns and selecting "Create" and then "Email."

 

Any existing templates will remain in the second-generation editor, which you can still access by making copies of the older campaigns.

 

Click here to view differences between the two editors. 

Member

Hi, I am not seeing an option to "exclude" tags. All I see is below, which says Limit by Tag. There is not include/exclude option like all the help articles mention. What am I missing? 

 

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