Automatically Tag Engaged Users

Tag engaged users

Want to know a way you can dramatically increase deliverability and slash your email sending costs by up to 80%?

I’m going to show you how you can do just that in a few minutes flat.

The best marketers track opens and clicks withi campaign emails. Then, they focus their broadcasts on those who have proven to engage.

And now, with Campaign Refinery, we’ve made it easy for everyone to do this.

Let’s break down the new features and show exactly how to set this up in your own account starting today.

First, Let’s Talk About “Opens”

The first line of engagement tracking is to track who is opening your campaign emails.

Now, here’s something most email platforms won’t tell you…

…tracking opens isn’t an exact science.

So while this is definitely useful, all the different complexities of various email clients can get tricky.

It’s possible for people to open an email without it being correctly reported back.

This is something that 100% of email platforms face, but few will tell you.

When viewing this stat, it’s a good way to gauge trends. However, it is not 100% accurate for each and every contact.

Tagging Campaign Opens

One of the best parts of a system like Campaign Refinery is that you have options to solve many things.

This gives you the flexibility to configure things exactly how you want them to work.

In this particular scenario, there are two ways we suggest doing this.

Method #1: Directly Tagging

If you want to keep things simple, you can have Campaign Refinery tag your contact as soon as they open any email in a campaign.

But, it only does it for the campaign(s) you’ve created the rule inside of.

This means, if a subscriber is recorded as opening any email from any sequence from THAT campaign, then it will trigger the action.

We are NOT looking for any email, platform wide. Because you may decide to tag opens and clicks within unique campaigns for specific reasons.

Once you’ve selected the option to apply tag once an open happens in the campaign, then you simply need to select the tag you want to use.

For many of you, this may be how you choose to setup all your engagement tracking, which is 100% okay.

However, there are a few reasons you may want to consider starting a sequence as opposed to applying a single tag.

Method #2: Starting a Sequence With Tagging

If you were tagging all your leads as they enter a campaign, you might want to remove that tag once they become engaged.

The best way to remove tag(s) or add multiple tags is to use a sequence.

This means you’re using an automation rule to start a sequence. However, the sequence itself is actually executing all the tag rules.

We think you’ll find this particularly useful when tagging campaign clicks…

Tagging Campaign Clicks

Thankfully, so long as your email delivery service is correctly integrated, tracking clicks is actually pretty darn reliable.

And, just like opens, you have two ways that you can tag those who click.

Method #1: Directly Tagging

And, just like when directly tagging for opens – all you have to do after selecting this automation, is to choose the tag you want applied.

Now, remember how we said open tracking isn’t 100% reliable?

This is why our second method of starting a sequence might be prefferable when tagging for clicks.

Not only because clicking is a much better signal than opens alone, and you may want to take more immediate action by sending another email.

But, because this allows you to add and remove as many tags as you’d like. We suggest you take that opportunity to also apply the open tag.

The logic here is that in order to click, someone had to have opened. This gives you even more accurate metrics regardless of delivery service..

Method #2: Starting a Sequence With Tagging

As you can see from the image below, we selected to start a sequence when a click happens on any email within this particular example campaign.

Then, in that particular sequence we not only removed an “All Subs” tag, but we applied BOTH the open and click tags for more accurate tracking.

And, voila!

Just like that, you’ve successfully added the required steps to properly track the opens and clicks of your campaign in question.

Now, time to learn how you can send a broadcast to your new audience!

Broadcasting To Your Engaged Audience

The most common reason for going through these steps is in order to clean up the lists you’re sending broadcasts to.

Not only will sending to your engaged only list dramatically reduce the total volume of emails you send (thus, potentially saving you a TON)…

…it’s going to spike your quality score for each and every broadcast.

Once your broadcasts are seeing a huge majority of opens and clicks compared to your competition, guess whos emails will start getting inboxed regularly?

Since you’re now a savvy marketer who’s tagging system is automatically identifying everyone who opens and clicks, all you have to do is add in those tags when creating your broadcast.

Once you hit “continue”, we will automatically filter down just to contacts who have the open and clicks tags you’ve setup.

Pretty cool, right?

Now that you set this up for yourself you’ll start saving a boatload on your email volume. Plus, you’ll likelymake more money from each broadcast you send thanks to better deliverability.

We have a lot more coming on this front in the future, but we’re thrilled with how powerful this makes each and every one of our customers.

Interested in seeing what Campaign Refinery can do for you?

Just go here to request access to our awesome beta 🙂

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