In order to effectively use automations in FEA Create, it's important to first set up your tags. Tags are a way to organize your customers and subscribers, allowing you to see who is registered where. This article will guide you through the process of creating and using tags in FEA Create.
Step 1: Navigate to Settings
To get started, log in to your FEA Create account and navigate to the Settings section. Scroll down to the bottom of the page and select "Tags."
Step 2: Create New Tags
Here, you can create as many tags as you need. For example, if you have a workshop scheduled for 2025, you may want to create a tag called "Workshop 2025" to keep track of attendees. Similarly, if you have a retreat scheduled, you can create a tag called "Retreat August 2025."
Step 3: Use Tags in Automations and Email Campaigns
Once you have created your tags, you can use them to organize your automations and email campaigns. This will allow you to easily segment your audience and send targeted messages.
In Automations: When someone makes a purchase, you can add an action to assign a tag to their profile. For example, if they buy a ticket for a workshop, you can tag them with "March Workshop Purchased."
Triggering Workflows: You can set up a trigger for "Tag Added" so that when a contact is tagged with "March Workshop Purchased," they automatically enter a workflow.
Filtering Subscribers: Use tags to organize your audience with Smart Lists and filter users based on specific tags.
Sending Emails: When sending email campaigns, you can target users who have a specific contact tag to ensure they receive relevant messages.
Best Practices for Managing Tags
While tags are a powerful tool, they can quickly become overwhelming if you create too many. To keep your tagging system organized:
Use clear and specific tag names.
Avoid creating duplicate or unnecessary tags.
Regularly review and consolidate your tags to keep your system streamlined.
Conclusion
Creating and using tags in FEA Create is a simple but effective way to manage your contacts and improve your automations. By setting up a clear tagging system, you can easily segment your audience, send targeted messages, and enhance your workflows. Keep your tags organized to make the most of this powerful feature!