Send a campaign to a tag

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How do I send a campaign to a tag?

Sending a campaign to a tag in ActiveCampaign is an efficient way to target a specific group of contacts that share a common attribute, helping you to deliver personalized content. This feature is crucial for businesses looking to improve their engagement by ensuring that the right message reaches the right audience. By organizing your contact base with tags, you can create segments that allow for more tailored marketing strategies.

How to access this feature

To send a campaign to a tag, you need to navigate through the Campaigns section of ActiveCampaign. You should have the necessary permissions and a compatible plan—this feature is available to users on Starter, Plus, Pro, and Enterprise plans.

Step-by-step instructions

Here are the detailed steps to send a campaign to a tag:

Option 1: Segment using the tag option on the Campaign Summary page

This option allows you to segment contacts using a single tag.

1. Click Campaigns on the left menu to get to the Campaign Overview.
2. Click Continue for the campaign you wish to schedule or create a new campaign.
3. On the Campaign Summary page, scroll down to the Recipient Selection section.
4. Click the Send to dropdown.
5. Select the Tag option.
6. Choose the specific tag you want to send the campaign to.
7. Click the Send now button at the top right to send the campaign immediately, or opt to schedule the campaign.

Option 2: Create a new segment

If you need to use multiple tags, you can create a new segment, which allows you to combine different tags.

1. You can begin by selecting the segment creation option during the campaign setup.
2. Follow the prompts to include the appropriate tags.
3. If this segment will be used frequently, consider saving it for future campaigns.

Configuration options and settings

When sending a campaign to a tag, the following configuration options are available:

• Send to: Allows you to choose to send your campaign based on a selected tag.
• Tag: Lets you pick the specific tag that will define your target audience for the campaign.

It is essential to note that while you can send to a single tag directly through the Campaign Summary, the option to create a new segment allows you greater flexibility in combining tags for broader targeting.

Best practices and tips

To maximize the effectiveness of your campaigns when sending to a tag, consider the following best practices:

• Regularly update your tags to ensure they reflect current customer segmentation.
• Utilize the segmentation option frequently to tailor your messaging for different campaigns.
• Test different messaging strategies on various segments to see which yields the best engagement.
• If you plan to use a segment repeatedly, remember to save it to save time in the future.

Troubleshooting

If you are experiencing issues when trying to send a campaign to a tag, consider these troubleshooting steps:

• Ensure that you have selected the correct tag and that it is associated with active contacts.
• Check your plan type to confirm you have access to this feature.
• If you are unable to see your tags, verify that they are correctly set up in your account.

Related features

• Segmentation
• Campaign Overview
• Tagging
• CRM Integrations

FAQ

What types of plans allow sending campaigns to a tag?

This feature is available for Starter, Plus, Pro, and Enterprise plans.

Can I send a campaign using multiple tags?

Yes, you can create a new segment that encompasses multiple tags for your campaign.

How do I save a segment for future use?

While creating or modifying a segment during your campaign setup, look for an option to save the segment.

What happens if I select the wrong tag?

If the wrong tag is selected, the campaign may not reach the intended audience, so always double-check your selections before sending.

Can I edit a tag after sending a campaign?

Yes, you can edit tags after a campaign has been sent, but note that this will not affect the campaign already delivered.

How can I view results from a campaign sent to a tag?

Results can be accessed through the campaign overview section, where you can analyze engagement metrics for the specific tag-segmented group.

Is there a limit to the number of contacts in a tag?

No specific limit exists, but it’s best to manage your lists effectively to maintain high engagement rates.

By following the above instructions and best practices, you will be well-equipped to effectively send campaigns to tags and optimize your marketing efforts on ActiveCampaign. ```