Tags, Offers, & Forms Overview

Tags can be used to sort contacts into specific lists, so you can send the most relevant information to the right people. Adding tags to forms and campaigns will help to automate the process, and allow users to self-select into the appropriate marketing groups.

To begin, click the top dropdown navigation bar under Campaigns and Emails to manage your existing tags. You can see a list of tags and the number of contacts who have that tag in their contact record. You also have the ability to create tags within individual contact records manually.

Manage tags

Tagging Contacts

Contacts in DSS can be given a tag manually, or the process can be automated by adding a tag to a form (explained below). To manually add tags, search for the contact record under Contacts>Search & Edit, then select from a list of available tags in the “Assign Tag” dropdown menu, or create a new tag in the “Add Tag” field. 

Add tag

Important Note: If the tag is assigned to a campaign with a drip email sequence, the contact will begin to receive the emails from that campaign.

To tag multiple contacts, go to Contacts>Search & Edit, click the checkbox next to the contacts you want to tag, select the “Actions,” dropdown from the top right of your screen, and select “Un/Assign.” You will be taken to a screen with a list of tags; from here simply click the appropriate “Assign” or “Unassign” checkboxes for the selected contact records and hit “Save.”


Assign to tag

Tagging Forms

Forms can be assigned a tag that will automatically tag all contacts who complete that form. This makes it easy to send leads only the information that is relevant to them. For example, if a user fills out a form for more information on car accident cases, you can add a tag to send them information about car accidents, rather than emails about your other practice areas. More targeted marketing leads to better results!

Adding tags

Tagging Campaigns

Campaigns can be assigned a tag. Assigning a tag to a campaign will send the email drip sequence to any contact record who shares the same tag. Those contacts get tagged either by filling out a form on the website or by manually tagging a contact. Be mindful that any contact record with a tag assigned to a campaign will start receiving that campaign, so it’s a good idea to use campaign-specific tags, rather than general tags.

Tagging campaigns

How to Send Email Blasts and Newsletters to Specific Groups

When adding a new email blast or newsletter in DSS, you will see a section for "Recipients" at the very top of the screen. In this section, you have the ability to include contacts based on whether they have a tag, or exclude them if they have a different tag. This interface looks like this:

Specific groups

Include these tags

To add a tag to the "Include These Tags" list, simply click the icon.

To add a tag to the "Exclude These Tags" list, choose the  icon.

For example, if you wanted to send out an email blast to all of your current clients about a new service or product you have, but you know that the service or product would not be of value to the clients you have tagged with "Service Area 1," you have the ability to include everyone with the "Current Client" tag and then additionally exclude "Service Area 1":

Adding more tags

How to Search and Select Contacts by Tags, Campaigns, Sources, or Dates

Even more powerful is the ability to search for very specific subsets of your contacts. These lists can then be exported, deleted, used to assign or unassign tags, or merge contacts. To access these features, click the button for "Advanced" on the Contact Search and Edit page.

Contact search

The act of including and excluding tags works just as it does for newsletters and email blasts (outlined above), but on the contact search page, you get even more options. Maybe you want to see a list of all your past clients who have not been sent the feedback email? Use the  icon on your "Past Client" tag to include it, and use the  icon on your "Feedback" tag to exclude it. Now you are seeing a list of all contacts who have been tagged as a "Past Client" and do not have the "Feedback" tag on their record.

Available tags

All search criteria can be mixed-and-matched. You can perform a search for contacts tagged with "Current Client" but exclude them if they are on a specific campaign. You can even narrow it down further using a date range or by the contact source clients used.

Current client search