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Automatically tag people who interact with your emails
January 7, 2025
It's now even easier to automatically follow-up with people who interact with the emails you send. Instantly segment with tags based on opens, clicks, replies, and more!
You can quickly set the desired tag(s) on the sending screen when you are prepping an email to go out.
While you *could* do this previously by setting up workflows, having this built right into the sending screen saves you time by eliminating the need to create those automations.
After sending, you'll be able to see a tags summary as part of your campaign statistics.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
