Tags as Triggers in Email Automation

Combine tagging with email automation tool THEA to always send out the right newsletter series to your recipients.

Tags as Triggers for Sending Out Automated Email Workflows

Target Your Audience
Send out content and product recommendations your recipients they are interested in.

Less Effort
You only create your tag-based automation workflow once - your recipients automatically receive relevant content at any time.

Higher Open Rates
The better the content is tailored to the needs of your recipients, the more successful the performance of your emails will be.

Benefit From Tag-Based Email Marketing Automation

Take advantage of tag-based email marketing automation to create and send out newsletter series to your recipients! Your email workflow gets triggered by tags that are attached to your recipient when they carry out a certain action. It couldn't get any easier!

What is Tagging?

A tag is a label or, in the context of email marketing, a keyword that is automatically attached to your recipients the moment they interact with your newsletter. For example, if you have tagged one or several links in your newsletter, these tags are added to your recipient's data set when clicking on the link. Tagging helps you to get to know your recipients better: the more tags your recipient data set contains, the better you know about their preferences and interests.

Advantages of Tags in Email Marketing Automation

Set up your tag-triggered automation workflow and rest assured that your recipients will get the right emails at the right time from now on - after all, they have triggered your newsletter series through their click behavior. Tag-triggered newsletter automation workflows make sure that your subscribers always receive relevant content and news - which leaves you with boosting open rates.

Set Up Tag-Based Email Marketing Automation Series

Easily set up your own individual automation workflow:

You define the tag that starts your email workflow.
Determine the period of time that needs to pass until the next email in your workflow makes their way to your recipient's inbox.
Design your content as you like.

You can create TAG-based email automation series both as single-track or multi-level workflows. Tags can be assigned in different ways:

Automatically via plugins, e.g. after a newsletter subscription or purchase.
Through click behavior by adding tags to the links in your newsletters.
Manually, by adding individual tags to recipient data sets. You can pin a tag to a recipient using the "Edit data" module.
Attach tags to your recipients via REST API.

Get started now with CleverReach!

Specialized in target group-oriented marketing campaigns, our email marketing software effectively supports you in the successful implementation of email marketing campaigns. Manage up to 250 recipients and send up to 1,000 emails per month free of charge!

How Tag Triggers Work in CleverReach

How to place tags and everything you need to know

Option 1: Automatic Tagging

Option 2: Assigning Tags Manually in Newsletters

Trigger Automation Workflow

What You Need to Know About Triggers

Tips for Your Welcome Series

1. Option 1: Automatic Tagging

When using some of our shop plugins tags are automatically transferred, e.g. after a purchase, page view or newsletter subscription. Each visit, purchase or signup results in a new tag that triggers an email automation workflow after a predefined period of time.

Example: Newsletter Subscription
As soon as a new subscribers successfully subscribes to your newsletter, they are transferred to the CleverReach recipient list as a new recipient and automatically get the corresponding tag (e.g. "Newsletter subscriber) attached. This triggers your automation workflow.

TIP: Don't make new subscribers wait too long for a welcome email as open rates are particularly high directly after a newsletter subscription. After all, they have explicitly said "Yes" to receiving your newsletter. At this point, every email containing news are higly welcome. Prepare a multi-level email campaign to welcome your subscribers to show them how happy you are to have them on board.

Example: Purchase in Your Online Shop
When a customer completes a purchase in your online shop, they automatically get the tag "Buyer" attached to their data set. This helps you to send them automated offers to encourage them to buy even more products in your shop.

TIP: Upselling! For example, if a recipient buys new shoes from your shop, you can send them matching offers via email, in this case shoe care or cleaning products.

2. Option 2: Assigning Tags Manually in Newsletters

You can also assign tags manually in your emails. Add tags to individual links, images or buttons. If a recipient now clicks on a tagged link, the tags are automatically added to their data set which then triggers an automation workflow.

Example: Click on Tagged Link in Shop Newsletter
At the beginning of the new season, your newsletter subscribers receive emails presenting new items from your online shop. The corresponding product images are not only linked but also tagged. Interested customers not only end up on your shop pages with one click, they also get a tag attached to their data sets. The consequence: the recipient's click behavior triggers an automation workflow, and at the same time you can send newsletters tailored to their interests.

TIP: After a waiting period of a couple of days or weeks, remind them of products they showed interest in but didn't buy.

Be careful: If in the meantime they have bought the product, your automation workflow encouraging them to buy more stuff should stop. You can also define the end of an automation workflow with tags. he has bought the product in the meantime, then the automation chain that encourages him to buy should end. You can also set this with TAGs.

3. Trigger Automation Workflow

As soon as a tag is added to a recipient's data set, this triggers the previously created automation workflow. Now CleverReach starts sending out the email campaign. After a newsletter subscription it makes sense to start with a welcome email to say hi to your new subscribers and, e.g., send them a welcome discount. At a later point, send out more emails in predefined intervals containing relevant news for your subscribers.

4. What You Need to Know About Triggers

Tag-trigger only trigger a workflow under certain circumstances:

when a new tag is set: if the tag already exists, the workflow is not triggered. It does not matter whether the tag is set automatically (via REST API) or manually.
only for single recipients: if several recipients are automatically (via REST API) transferred at the same time (in a so-called REST call), the trigger will NOT fire for security reasons. Otherwise, all these recipients would get your welcome series, even if they're long-time newsletter subscribers.
The tagging feature is exclusively intended for targeting individual recipients.
Tags must be transferred automatically (via REST interface) via the respective Group feature.
There is also a feature for setting tags in the receiver area, but it does not work (deliberately!) because there is no group assignment at this point.

5. Tips for Your Tag-Triggered Welcome Series for Your Online Shop

The welcome section should not differ in appearance and content from the subsequent regular newsletters and should match the brand world of your store.
Be sure to personally address your recipients to increase the relevance of your newsletters. This is how you, as an online retailer, build a personal relationship with your recipients, comparable to a store owner shaking hands to welcome a new customer to the store.
Have the company owner or real employees greet your new subscriber, with text and imagery that matches the store. Of course, these senders can then actually be contacted by the customer and are not unreachable by a "Noreply" email address.
In order to be able to make increasingly suitable offers to your customers, it is helpful to get to know them better. Incorporate a few simple questions into your welcome series, such as their date of birth or the area where they live.
Conversely, help them to get to know you and your offers better. The welcome series is also ideal for this purpose. For example, communicate shipping costs or return conditions and point out special services.

Get started for free with CleverReach!

Create and send newsletters completely free of charge:

Manage up to 250 recipients
Send up to 1,000 emails per month free of charge!

The term of our Lite Plan is not limited. There is no setup fee and no contractual commitment.

For all emails beyond that, you can choose between our Flex, Essential and Enterprise rates. Our pricing calculator will tell you which plan is best for you.