How to Create Tags In Mailchimp
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- čas přidán 16. 07. 2019
- In this video, I'll show you how to create tags in Mailchimp. Mailchimp Tags are labels you create to help organize your contacts. See Part 1 and Part 3: How to Create Segments here • How To Create Segments... or How to Create Groups in Mailchimp - • How to Create Groups i...
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It is an internal organizational tool for your Mailchimp list. This is the last video in the series explaining 3 organizational tools for your Mailchimp list.
Link to Mailchimp for WordPress plugin mentioned in the video:
wordpress.org/plugins/mailchi...
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Thanks for watching! - Jak na to + styl
➡ See Part 1 and Part 3: How to Create Segments here czcams.com/video/RqO7d4HZmvU/video.html or How to Create Groups in Mailchimp - czcams.com/video/ngOnHhXRDuA/video.html
OMGosh! Thank you so much, Larry! I started watching your videos this evening as I'm learning how to better utilize Mailchimp! I love the way you explain everything in great detail. I really appreciate you for sharing your knowledge. I've just subscribed and look forward to going through your channel so that I can learn as much as I can about Mailchimp from you.
Hi Anita - thanks so much for the kind words and subscribing. I really appreciate it.
Thank you Larry, your videos have been very useful, helpful, straightforward, and I wish I had found them sooner!
Thank you so much for the feedback and subscribing! I really appreciate it.
Thank you. This distinction between groups, segments, and tags, and how you add them and use them was very clear and useful. Good luck on your enterprise.
You're welcome. Glad the video was useful for you.
Excellent tutorial, Larry. And great presentation - I like the technology you are using, makes it very clear to understand (dark overlay for definitions), your happy mug in front of screen when explaining, large "live" screenshot always on screen. I implemented Groups this morning! Thank you!
Thanks very much Laurie! I'm glad the video was helpful
Dear Larry, thank you very much for the detailed explanations
You're welcome.
Thank you kindly for all this content.
Keep up the great work.
Thank you, Nigel. Will do!
Awesome presentation like always my friend💪🤠👍
Thank you! 👍
Larry, everything you say is easy to understand and your explanations are very clear. I really enjoyed your video, learned a lot, made notes and also subscribed your Chanel. Thanks YOU!!!
You're welcome and thanks for the subscription! Glad the video was helpful.
Your are a life saver!!!
I'm glad the video was helpful.
Thank you for the help.
You're welcome.
thank you for this video!
You're welcome!
you're the man Larry
Thanks, Jeff.
Hi Larry - thank you so much for your videos which I am happy to have just discovered - and I need more help please! As you mentioned, I am someone who made numerous Audiences instead of numerous groups, segments or tabs and so have been paying much more than I should be :-( I am now trying to mend my ways. My main question is: can I add a tab as a means to label each participant of each audience before merging those audiences into one master list? I started this strategy but have already hit the issue of it seeming that a contact cannot have multiple tags (when I click on a contact they are only showing a single most recent tag even though I tagged them differently in multiple Audiences). Is there a way for audience members of numerous lists, each tagged according to that list before being merged into one, to still be identifiable as having been a member of that previous sub-category so I can target them accordingly? I am not yet able to handle the Group form - first I want to get right with all my pre-existing subscribers many of whom I have sub-categorized in multiple Audiences. And I don't think my delineations are standard enough for Segments to handle. Sheesh! I really got tangled up and am hoping Tags (or something) can sort this mess out. Thanks for reading, hopefully understanding and sending a solution!
Hi thanks, how to send leads that was collected through contact us page from my wordpress site to mailchimp and how to collect lead from sign up membership from my site to mailchimp. Thanks
Thanks Larry. I can now stop shouting at my laptop! :)
Glad the video helped. 👍😀
Thanks for the Tutorials Larry. Using an embedded form how do we get folks who sign up linked to a Tag, automatically at sign up?
The best you can do is to add hidden groups to the sign up form. For tags, you'll need to use an alternative source. For WordPress there are many plugins. For off of WordPress I think a Zapier integration with Mailchimp would work.
I have one question that I am using free version of MailChimp and convertful where I have integrated them and created 2 sign up forms from convertful (1 lead magnet form & 1 sign up form on home page)
I want to segregate these subscribers by the form they subscribe on and send them different emails but i am unable to segregate them on MailChimp as well as on convertful.
Please suggest me how to do that in free version? ( I have a wordpress site)
Hey Larry, thanks for sharing such a useful video!! Definitely helped me a lot
I have a small question! Currently, I have multiple downloadable opt-in magnets (freebies). Would I be able to tag each audience based on the different freebies that they downloaded? If so, do I add the MailChimp tag on the THANK YOU pages in which they landed after they've signed up for my freebie? I know it's a specific question but I hope you have the answer! Slightly desperate here hahaa. Anyways have a great day!
Hi Naila - Mailchimp landing pages would be my recommendation as they recently added the ability to add a tag to the opt-in.
What about 'labels' in the API key line
Thanks for the overall discussion on groups, segments, and tags. For the Tag discussion I was also anticipating a discussion on using tags vs columnized field data. Also quick question: a while ago I was using Mailchimp for a political project, and I needed to upload address data with address, city, state, zip in their own columns, but MC would only allow an address field. Is this still the case?
As far as I know, you can import addresses - perhaps you couldn't as it was political in nature?
Really enjoyed the series. Just had a quick questions. The next level down and not really talked about was if you are having an optin are you setting the value of your form for the optin by GROUP or another way to then import into your list and dynamically set a tag. In the past I had created a hidden merge field with form specific optin information and when imported had a trigger run and then set a tag and start email series. Would love your thoughts on how you do this. Thanks.
Hi Andrew, By group or tag. You can add visible group options to your sign up form so a person interested in that group can select it when they sign up. You also can have preselected groups using the embed form advanced mode. Using the preselected groups option, you can have different embed forms for different preselected groups. More info here about that mailchimp.com/help/automatically-add-subscribers-to-a-group-at-signup/. As far as automatically applying a tag to someone who joins a group, I'm not sure if that is possible without using a plugin. Same with automatically applying a tag without a group option.
@@LarrySnow Perfect. Appreciate the reply. I will check out the article.
Thank you so much for creating this series, it's helped me a lot with my set up. I do have a question. I want to send a weekly email with changing variables. If I set up the tags that correlate with a CSV contact upload, can I upload the same contacts with changed fields weekly? I know mail chimp gets rid of duplicates, so will it grab the new information or not? EX I create a merge tag for number of weekly visits, I prefer to have my secretary update a google doc VS this field in mail chimp.
Possible. You'll need remap each field on import. That seems like a lot of workaround. Could you upload the data file of weekly visits and just link to it in the campaign? You may want to investigate Zapier (or other tools like it) that will connect Google Drive and Mailchimp.
Thank you for your video. Very helpful. Can you send a single email to multiple tags at once?
Unfortunately, no. In the Campaign email you can only select one audience, and from that you can only select one tag, group, or segment.
Hi Larry, Good stuff. My question is that I have many tags already in my Copper CRM. How do I use them to get imported or assigned to the contacts I already have imported into MailChimp.
Also I deal with a group of customers that do not use email and I want to send them postcards once or twice a month. Do I have to have the addresses in the people I import or can I import the company they work for and send the postcard without a person's name?
Hi Doug - To your first question - I don't know anything about Cooper CRM so I can't help you there specifically, but in general, exporting a Mailchimp audience list, then importing back, has the option to tag with an existing tag or create a new one.
As to your postcard questions - I've never used it so I can't provide any insight. Here is a link from Mailchimp to help you get started - mailchimp.com/help/about-postcards/
Hi Larry! Really appreciate your content here! I may be too late commenting on this... but wanted to ask a question. If I'm going to send the same email to two different tags, but there are overlapping contacts on these tags - will these contacts receive the email twice? Or just once? Thank you in advance!
Hi Emily - Thanks! You have the same email going to contacts with different tags, but those contacts have both tags - then the answer is Yes - the overlapping contacts will receive the same email twice. You may want to take a look at setting up a segment (aka filter) that may help filter out the overlap.
Hi Larry. Thank you so much for all your precious and helpful content. Do you know if it is possible to tag someone using a button from a mail you send them? For example "clic this button to let me know you don't want to receive any mail considering this particular sequence". I am preparing a email sequence about a training I have and I want to let my followers decide if they want to know about it or not. Maybe I can use something else but I don't think about anything else than tags to do so. Using just a button would be easier than a landing page for instance and I would loose less followers that way. Thank you for your feedback.
You may be able to do it with a custom automation. I did a video on custom automation with adding a link to a campaign here - czcams.com/video/2udxYpIOGxk/video.html. The additional step you'll need to do is add the appropriate tag to the post-send action. More info here on post-send actions - mailchimp.com/help/add-post-sending-actions-to-automation-emails/
@@LarrySnow Thank you very much. I'll check that.
I say ditto to Anita's comment!
Thank you, Rose.
Thank u for these valuable infirmation, i need to ask a question : if i have cold email list , not optin , can i use mailchimp to add that list or will mailchimp automatically send them optin notification or something to inform 5em of me adding them , even before me sending them any email ! Yet
Mailchimp shouldn't disallow the additions of email addresses. It may ask if you have permission from the owner, checkbox type of thing. Mailchimp shouldn't auto-send an optin notification - but just to be sure - check the double optin audience settings and make sure it is unchecked.
Larry Snow thank You very much , i Just want to add that your videos and content are great Mr Larry
@@andrew-isac Thanks very much for the feedback.
Larry Snow appreciated alot ☺️
Hi Larry thank you for your videos. I have a long question! I work for a not for profit. I am about to merge our two audiences as that seems like the right idea. So I need to group, segment and tag I guess. I am happy to do this by hand and we may only get 5-10 new emails per month so not difficult to do the extras. So i am confused as to what goes into which group or segment. I have patients, and professionals. I have countries. Whether they have attended mulitple workshops and information days. Their specific interests in the field. etc etc.. I am not selling anything just communicating with everyone. Have you any advice?
thanks
Wow that's a lot of data points. I would have a professionals and patients as groups. I would create all the tags necessary for interests, workshops, information days, etc. Then you can use Segments for campaigns. You can Add several filters to one segment. For example, one segment would be ALL patients(group) who live in the US( country) who attended X information days (tags) with these interests (tags).
@@LarrySnow Thank you so much!
So helpful. Which should I set up: groups, segments, or tags for this situation- I have a welcome email. When someone subscribes, they get the welcome email with a free guide (through an automation). I also have a second opt in, an ebook (sent through another automation). Both automations are set to trigger when someone subscribes. Meaning, a new subscriber ends up getting both the free guide and the ebook (when they only wanted one). Which should I use to fix this? Will groups help? Or are segments or tags for this purpose. Thanks so much!
Tagging, definitely. When someone subscribes and receives a welcome email apply a tag in the automation - for example, welcome. If someone signs up with the eBook opt-in automation, apply a another tag - for example, ebook. With the tags set, when someone subscribes check which tag was applied, if it is welcome, send the welcome email not the ebook, if the tag is ebook, send the ebook, not the welcome email. The above scenario can be done in the Customer Journeys automation.
@@LarrySnow Okay, thanks! Is there a way to automate the whole process instead of having to check which tag they have to then manually send the correct email? Also, I have the free version, is customer journey automation available for the free plan?
Yes there a way for aforementioned to work automatically. The free plan does come with Classic Automations, except Mailchimp keeps moving/removing the link to it. Try a Google search for Classic Automations in Mailchimp.
Nice tutorial serios! Is there a way to asign tags automatically based on what the user purchased?
I don't believe you can do that natively. You'll need an intermediary - an extra plugin on WordPress or Zapier.
Hi Larry, can I put some kind of pop up / banner in my email which will ask my subscribers if they want to be added to my tag list and automatically add them to that tag for future emails ? Hope I explained it clearly. Thanks a lot!
Take a look at custom automation such as click a link in an email. After clicking the link, they'll be added to the custom automation/email with the option to add a tag.
Hi Larry! I use Mailchimp to share blog updates with my clients, leads and such. It's works like a charm often, but sometimes it widenes some of my pictures, so the email looks streched. I "checked" the "resize images to fit rss feed" or whatever, but I still have problems with setting up some of the campaigns. The rss items I use are: title, date, image, content, and "read more" link below. I open it up with "rss items" and close it with "end: rss items" like I usually do. Please help, it's driving me crazy! Thank you in advance!
When Mailchimp pulls the feed to add content to your campaign, it pulls in content as it appears in the feed. If large images are included, your template width may stretch to the width of the widest image. To have Mailchimp resize the images when the feed is pulled in, check the Resize RSS feed images to fit template box on the RSS Feed step.
Currently, this option can't resize images in feeds that are viewed in Outlook.
My POS called LIghtspeed integrates with MC. I have customer types that I would like to integrate into MC as TAGS. Is that possible or do I need to go into MC and manually tag the contacts as they integrate?
I'm not familiar with Lightspeed but take a look at Customer Journeys and the commerce starting point of product sold, from there it is very easy to add a tag/group for segmentation. If you want to apply a tag to your existing audience you'll need to do that manually within Mailchimp or by exporting your audience list, add the tags to your contacts, and then reimporting your audience list.
Thanks for this! I have a question. I set up an email automation that starts from a landing page where my potential clients sign up for my ebook. I added a tag NEWSLETTER and set it to where this tag will start a newsletter automation 3 days after the last email from the landing page, but nothing happens! After my landing page emails finish up, the newsletter tag doesn’t trigger for that email automation to start. I could really use some help! I hope this makes sense. Thank you!!
Not sure I follow. I'd have to see your automation setup.
@@LarrySnow when folks get subscribed to me through my landing page, the freebie email automation starts. Once that ends, I would like these subscribers to start receiving my general newsletter emails through automation. I already have the newsletter automation set up. How do I get the freebie subscribers to start receiving the newsletter automation after the freebie emails are over?
instead of two sets of automation series have it be one set, freebie emails run and then the first newsletter email will run a custom trigger of workflow activity using previous email sent - "A subscriber is sent the previous Automation Email in your series."
Hello Larry, love all your videos. However I am currently facing an issue: I went from a 80% open rate to 10%. I believe my emails go to PROMOTIONS instead of PRIMARY. and this makes my efforts of selling useless. Is there any way to avoid this?
Hi Walter, unfortunately no. The real issue is that Mailchimp's IP addresses that they use to send your emails along to your contacts. Most email provider's IP addresses are known to the likes of Gmail, Outlook, etc. and immediately send it to spam or promotion. Another issue is that Mailchimp is free for 2000 or under contacts. That is a great deal for most but it also brings people to the platform that sends spammy/cold email. When those emails are sent they bring many reports of spam to Mailchimp thus lessening the credibility of Mailchimp's IP addresses and impacts all of us. Mailchimp for their part rotate the IP addresses used but after time Gmail et al catch on and in the promotions folder the emails will go. Now having said all that you can lessen the impact by verifying your domain and adding a custom email domain authentication. More on email domain verification here - mailchimp.com/help/set-up-custom-domain-authentication-dkim-and-spf/. Another thing you can do is ask your contacts (those that receive them - deliverability - that's a whole other story for another day) to add your email to their contacts.
Great Video Larry. Is there a way to set up a sign up form on a website that will automatically tag everyone who uses that form?
This this should help - mailchimp.com/help/add-hidden-fields-to-a-signup-form/
@@LarrySnow, that looks like it's only hiding a certain field? Not tagging the registrant? Thanks, by the way. Your video helped me have a better understanding. Also, you mentioned a plugin you use for tagging. Can you share the name of that plugin? It may make things easier for me?
@@shevetinc You're welcome. I believe the how-to article is talking about adding a hidden field so that anyone who fills out the form will have that hidden field added to their profile. The plugin I mentioned is Mailchimp For WordPress - MC4WP. by Ibericode.
I have tags created and for the most part they work great. I have a few contacts that I have to check every time before I send because the tag "comes off" and I have to go in and choose the tag for them again. So I am choosing the tag for them over and over, the tag doesn't stay on their contact info. Not sure why this buggy problem is happening, do you have any suggestions? Thanks!
That's a new one for me. I've never heard of that happening. I wonder if exporting those contacts and re-importing and re-applying the tag would help make the tag stick?
@@LarrySnow It can't hurt, I'll give it a try. Thank you!
Hi Larry. Thanks for your help. Question: I have just created an audience in mailchimp. Under this audience I have three groups for which I created landing pages and tags. How do I link the landing pages to each group/tag so that a can give free workbooks for each group/tag?
Hi Kani - in the landing page options you can add a tag.
I think I meant to say how do Iink a freebie to a tag.
@@faithwoman8 Are you looking to send the freebie to the tagged contact who signed up? I use segments. Create a segment based on the tag, then under automation section I use the tag automation option. The setup immediately sends an email with the freebie link to the contact who signed up.
@@LarrySnow Thanks Larry. Can I use automation with a free plan?
I believe you can just not a series. You can access under Automation ->Journeys tab - then click on classic automation on the right (desktop view).
Is there a way to have a different final welcome email for multiple landing pages? If yes how? I want to give different people different emails. For example if one user is getting an ebook, another a spreadsheet and another just a text email. So I can't give the user expecting one thing something else. My only alternative is to only have one landing page. So, please let me know if this is possible. A workaround would be to edit the final welcome email and take out the giveaways. Then email each user manually the gift they are supposed to get.
There two ways to do this - one is to set the thank you URL in the Landing Page settings to the item they are signing up for. An alternative is to set a thank page on your website and set that URL as the thank you page in the landing page settings. In the web page would be a link to the item a person signed up for.
The second way is to set a tag in the Landing Page settings. Then under the Automate tab, set up an automation email - "Email subscribers when they're tagged" - in the email add a link to the item they signed up for.
@@LarrySnow thanks I think the second way is better for me. I give it a try tomorrow by creating a tag in each landing page settings that way I will know when each user subscribes to each landing page. Thanks Larry
Larry I am in a muddle with Tags already created people have subscribed to. I am limited to how many campaigns I can begin. We have a major road project call it Project A with many subscribers. Another project began some 20 miles away but unconnected, call it Project B that I tagged to project A. When I sent project B newsletters out they were also sent to Project B. How can I disapply Project B subscribers from Receiving Project A messages?
I meant when I sent Project A newsletters out they were tagged to Project B.
Hi Jim, if they are unconnected projects, why not tag Project B with tag Project B and project A with tag Project A. When you send the campaign for project A, the send -to audience is the tag Project A, and vice-versa with Project B. Also, I'm not sure why you are limited in campaign sends - even the free account allows 10K campaigns sends a month.
Hey Friend.. I have created different SEGMENTS for when a customer signs up through a FORM and chooses from different options. The idea is to divide the customers into groups. Question: Is it possible to automatically apply a TAG when a subscriber meets the criteria for each of these SEGMENTS? THANKS SO MUCH
Do you have the groups as an option in the sign up form? If you don't you should because the groups become your segments with no need of a tag. In any case, to answer your question, no, not with the MC embed form.
@@LarrySnow OK thanks for this! I tried converting the Dropdowns to Groups. Now I am only able to add these groups at the bottom of the form... I cannot move them around to mix them with the other fields. What the heck? Is it possible to move them above a Text field, for example? Thanks
Nevermind.. I rearranged it with HTML after creating it. Think it should work :)
We had communicated on another one of you pages, can't find it now but I have a couple of questions.
1. I really screwed up and don't know what I did. As you recall I am doing this for a dog rescue group and am on the free version. We did one bulk mailing with good results. I was seeing what else I could accomplish, added a couple of columns and was planning on doing an anniversary email on the date a dog was adopted (I now know that I have to have paid for this to work) but in the meantime some of the data got screwed up, specifically some dog's names were put with the wrong adopter. I tried doing an update but that doesn't appear to fix it. What do I have to do?
2. I did click on various fields to sort and assumed that all data followed the sort like in a spreadsheet, is this what caused my problem and if so what do I do to not screw things up again once I get squared away.
Sure hope you can help me!
Dave
Hi Dave - I'm not sure how the rows of data got messed up by sorting columns in Mailchimp as it is just a sort of the columns by alphabetical order - ascending or descending depending if you click the column once for ascending and click it twice for descending. How did you add the columns - through the Audience Fields and Merge Tags setup under settings?
@@LarrySnow Good morning Larry and thanks for responding so quickly! I set up all of my fields using a spreadsheet and using their headings where possible, uploaded as a CSV and in a couple of cases edited them using their edit in each column to match our headers. Since it is a mess I tried every column and did a sort, ascending and descending and in every case everything stayed in sync so like you I have no idea what I or the program did. I am of the opinion I will delete the whole mess and start over.
By the way I was attempting to do a mail merge by setting up an email to send on the dog's adoption anniversary using the day before that date as the trigger. It appears that MC only does this to those that have a paid membership. We are a small Dog Rescue and I hesitate to commit to that expense with our very limited budget. Any suggestions on how or where I can accomplish this. Obviously we will have a plug for a donation in there as well.
Again, thanks for the great Video's and responses.
If it says the contact will be updated, does he only get the new tag, or will the former tags stay as well? Does update mean to replace or to add the new tag?
former tags should stay - new tags are added
@@LarrySnow thank you
I want to have three lead magnets going to the same audience with different tags. Since we are using one audience, if the subscriber signs-up for another lead magnet, will they be able to and just get the additional tag?
Hi Neil - multiple tags are not possible using the standard Mailchimp sign-up form alone. If you used 3 individual audience lists, each with its own sign-up form, then it is possible. If you're using WordPress you'll need a plugin (usually a premium plugin) that will provide forms and tags. I use MC4WP by Ibericode. There is Zapier that will add a tag to a subscriber. Lastly, there is the Mailchimp Landing Page to act as your lead magnet. You can create as many landing pages as you need, with multiple tags as an option. Mailchimp landing pages are stand-alone pages that you share. FYI - You cannot embed a landing page on your website.
@@LarrySnow so you can’t have one sign-up form...but have different tags...but you can tag people differently in the group...
So does it make sense to have them choose which item they want from a drop down...
@@LarrySnow I basically don’t understand how the automatic tag can happen...I won’t use mailchimp landing pages...but I can get the premium plugin
@@samcrawford8116 Groups are very different than tags. You can add a group option with the default Mailchimp sign-up form. When a person signs up using the form they'll have an option to select a group. You can also hide groups. Here are a couple of links to understand more about groups - mailchimp.com/help/getting-started-with-groups/
mailchimp.com/help/hide-groups-on-signup-forms/
@@samcrawford8116 You add a tag when you create a form (premium plugin) then when someone uses that form to sign up, the tag is automatically applied to that person, and the form data (first name, email) and the tag are added into your audience list. Videos that may help - czcams.com/video/4vceUDB1T7c/video.html
czcams.com/video/XcpJl8NtUsM/video.html
I have a mailing list that has 1000 contacts and 4500 tags. I want to delete all the tags. Is there a way to directly delete all tags. If I combine it with an empty list will the tags go away..?
Yes, you can delete the tags from your audience list. This knowledge article should help show you how to delete tags - scroll towards the bottom - mailchimp.com/help/create-add-remove-tags/. I don't believe the tags would disappear if you combined it with an empty list.
hello how I can automatically add a tag to email address that was imported into mail chimp from manychat?
You'd have to look into Manychat settings if it is something that can be automated. Before you import create your Mailchimp tag. In the CSV import add the tag as a column.
What would you say is the main difference between using Tag's / Audiences if all I am trying to do is send tailored emails to groups of different contacts? Many thanks
Hi Laura - main difference between Tags vs Audience List? Tags are used to filter an audience, an audience is the entire list.
Larry Snow Thank you very much, I have currently have 700 contacts within the 1 audience I get with my free Mailchimp but If I wanted to send the same newsletter but slightly tailor according to different brands, would tags work? I hope this makes sense, Kind regards, Laura :)
@@lauramallon5187 Tags or Groups will work.
hi i am so sorry can someone help me ):
I have created a tag but when i try to do a campaign it says that i have zero contacts?? I don't quite get it
Have you applied the tag to your audience list?
Larry Snow thanks for the help man! I have some questions I was wondering if you would be willing to help me further with MailChimp and my business. I'm going to send you an email if that's ok. I saw it in your video. The subject will be "Mailchimp help please" thanks man!