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Create a Tag

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A tag is a static list that allows you to manually group People for sending purposes. As tags are static lists, they need to be maintained as they can quickly go out-of-date, for that reason we recommend using a Saved Search for sending, as it is a dynamic list which updates based on your Data Fields.

Tags are more useful when sending to a group of People that cannot be targeted by a Saved Search, such as employees who do not share search criteria or do not have their data recorded within Poppulo. For instance, employees involved in a particular project or on a particular type of pension scheme would be hard to send to. You can Create a Tag and then Apply Tags to People which will manually group them, you can then send to that list. You'll find instructions to create a Tag below: 
 

To Create a Tag:

  1. Go to the People area and click 'Tags'​.
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  1. In the New drop-down, click 'New Tag'.
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    Note: Your New Tag will appear int he folder you have open. (Project Insight Folder, above.)

 
  1. Enter a Name for your Tag (choose a name that you and other users will recognise), and an optional Description, then click 'Save'.
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    Note: You can add this Tag to your favourites, using the checkbox. This will allow you to locate the tag easily when sending. 
     

  2. Your New Tag will now appear in your chosen folder. You can also Use Folders to Organise your Tags.
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    Note: Once your tag is created you can Move a Tag to a Different Folder or Delete a Tag

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