Tags in FEA Create help you organise and segment your contacts so you can run smarter automations and send more relevant emails.
Tagging is all about using conditions based on tags to decide what actions should or shouldn’t happen in your workflows and email campaigns. It helps you avoid sending the wrong message to the wrong person.
For example, if someone already has the "Premium Member" tag, you can set your workflow or campaign to skip sending them an email about upgrading to Premium. This keeps your communication relevant and prevents duplicate or conflicting messages.
Step 1: Go to Settings
Log in to your FEA Create account and navigate to Settings. Scroll to the bottom of the page and click Tags.
Step 2: Create a Tag
Click Create Tag and give your tag a clear, specific name. For example:
"Premium Member"
"Workshop 2025 Attendee"
"Retreat August 2025 Interest"
Click Save when done.
Step 3: Use Split Tagging in Automations
Split tagging comes into play when building workflows. Here’s how you can use it:
Avoid sending duplicates: If a contact already has a tag, create a condition to skip an email or action.
Create tailored paths: For example, send one email to contacts tagged with "Workshop Attendee" and a different one to those without the tag.
To set this up:
Select the tag you want to check for.
Decide what should happen if the contact has or doesn’t have that tag.
Step 4: Use Split Tagging in Email Campaigns
Split tagging is also helpful when sending email campaigns:
Exclude contacts: For example, remove contacts with the "Premium Member" tag from a promotional email about upgrading.
Include specific groups: Only send an announcement to contacts who have a certain tag, like "Workshop 2025 Attendee."
This ensures your emails stay relevant and targeted to the right audience.
Step 5: Use Tags in Smart Lists
Once your tags and conditions are in place, you can:
Segment your audience: Create Smart Lists based on tags to group contacts by interest or action.
Trigger workflows: Start or skip automations based on tags to keep processes streamlined.
Best Practices for Tag Management
Use clear, consistent tag names so you can identify them quickly.
Review and tidy your tag list regularly to remove duplicates.
Keep your workflows and campaigns simple by using split tagging rules instead of creating multiple complex steps.
Summary
Tags and split tagging in FEA Create let you personalise automations and email campaigns. By setting clear rules and conditions, you can make your communications more relevant, keep your workflows clean, and create a smoother experience for your audience.