If you wish to send a campaign to a group of contacts that have a tag, you can create a segment of that tag and then send your campaign to that segment. There are two ways to segment:
Option 1: Segment using the Tag option on the Campaign Summary page
This option allows you to segment contacts using one tag. If you would like to segment using more than one tag, check out Option 2 to create a new segment.
- Click Campaigns on the left menu to get to the Campaign Overview.
- Click "Continue" for the campaign you wish to schedule or create a new campaign.
- On the Campaign Summary page, scroll down to the "Recipient Selection" section of the Campaign Summary page.
- Click the “Send to” dropdown.
- Click the “Tag” option.
- Select the tag you want to send the campaign to.
- Click the “Send now” button at the top right to send the campaign now or schedule the campaign.
Option 2: Create a new segment
You can also create a segment of one or more tag(s) and send your campaign to that segment. Learn how to create a segment during campaign creation.
If you know that you will use this segment often, it is best practice to save your segment.