Add/Remove Tags
What Are Tags in ConveYour?
Tags allow you to organize contacts into smaller, manageable groups that can be used for messaging, campaign enrollment, progress tracking, and email segmentation.
Tag Groups are exactly that - groups of ConveYour contacts who have a specified tag or set of tags in common.
How to Add a Tag via Automation
Step 1: Create an Automation
Navigate to Main Menu > Automations > New (located at the top right).
Select Create Add/Remove Tags to begin configuring your automation.
Step 2: Name the Automation
Give the automation a descriptive name that reflects the action, such as "Tag ConveYour Coworkers with Internal".
Note: The automation name does not affect the contact group’s name—it is simply a reference for you.
Step 3: Define the Affected Contacts
Click Create New Group to define the contact group.
Set the group conditions using contact attributes (e.g., Company = ConveYour).
Use the right-side tab to verify the selected contacts match the condition.
Example:
Attribute: Company
Operator: is
Value: ConveYour
Adding Additional Conditions (Optional)
If needed, refine the group further by adding conditions, such as "AND First Name is Jason."
Remove unwanted conditions by clicking the X next to them.
Click Save to finalize the group.
Step 4: Set Up the Tagging Action
On the right side of the automation setup, enter the tag name (e.g., "internal").
Click Review to verify the group and tag settings.
Step 5: Schedule and Launch
Choose when the automation should run.
Review the automation setup to confirm accuracy.
Click Launch to activate the automation.
Benefits of Tagging
By setting up this automation, you achieve two key outcomes:
Grouping Contacts – The newly created group (e.g., coworkers) can be used for messaging, training courses, or updates.
Tagging for Exclusions – Tagged contacts (e.g., internal) can be easily excluded from specific marketing communications.
Contacts Self-Organizing into Tag Groups
Tags can also be used for self-organization, where contacts can assign themselves to a tag group based on specific conditions.
Example: Event Attendee Signup
A speaker wants attendees to opt into further communications.
They create a tag group called "zele" in Contacts > Groups.
At the event, attendees text #zele to the speaker’s ConveYour mobile number.
The system prompts attendees to update their contact details and automatically assigns them to the "Zele Event" tag group.
Example: Employee Interest Groups
A company manager wants employees to sign up for specialized communications. Employees can:
Text #marketing, #sales, #leadership, or #publicspeaking to the company’s ConveYour number.
Be automatically added to interest-based tag groups for targeted updates.