demobook

Kit: Create segments and tags

Demo summary

Demonstrates how to filter subscribers by region (e.g., European Union) to create segments and how to apply tags for source tracking.

Step-by-step

  1. Click the plus button next to Segments
  2. Click Add filter
  3. Select 'Within a country or region'
  4. Choose a specific region like 'European Union'
  5. Enter a segment name and click Save
  6. Click the plus button next to Tags
  7. Type in a tag name like 'YouTube' and click Save

Options

  • Separate subscribers by specific countries or continents
  • Tag subscribers based on lead magnet source

Tips

  • Use segments to remarket local products differently based on geography
  • Tag prospects by source (e.g., YouTube) to separate them into different automation funnels
  • Start using these features straight away as they are very powerful

Highlights

This is a very powerful feature and I recommend you start using it straight away.

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Segment the list

  1. 7:301:14Create segments and tagsCurrentDemonstrates how to filter subscribers by region (e.g., European Union) to create segments and how to apply tags for source tracking.Allan Borch - Dotcom Dollar
  2. 16:092:59Managing subscriber profiles and segmentsWalks through a subscriber's profile to see history and tags, then demonstrates building a 'smart' segment using filters for tags, forms, and location.Kit
  3. 2:510:29List management and subscriber taggingWalks through creating segments based on filters like geography and setting up automation rules to tag new subscribers.EmailTooltester