Managing Tags for Contacts and Automations in SPARK MINDS
Tags in SPARK MINDS serve as a powerful tool for organizing and managing contact lists, automating processes, and enabling efficient reporting. Below, you'll find comprehensive instructions on how to manage tags effectively, whether you're assigning them to individual or multiple contacts, resolving missing tags, or managing exclude tags for automations.
What Are Tags in SPARK MINDS?
Tags are special identifiers that help categorize contacts or trigger specific actions in automations. You can apply tags to individual contacts or groups of contacts, making it easy to filter, organize, and automate processes.
Managing Exclude Tags for Automations
Exclude tags are used to ensure specific contacts are not included in certain automations.
Add an Exclude Tag to a Contact: - Navigate to the student's profile and assign the exclude tag to the respective contact. - To verify automation history, check the timeline section of their profile.
Add the Exclude Tag to Automation Triggers: - Go to the Automation page and click on 'Actions'. - Select 'View Automation Trigger' from the dropdown menu. - Scroll to the bottom of the interface to locate the exclude tag section. - Add the same exclude tag here to ensure that contacts with the tag will not receive messages from this automation.
Tagging Contacts (Individually and in Bulk)
Efficient contact tagging is integral for organizing lists and enabling filtered exports.
Tagging Contacts Individually
Navigate to the contact's profile.
Add the tag directly to the contact’s information.
Tagging Contacts During Import
When importing multiple contacts into SPARK MINDS, you can add tags during the import process to categorize them immediately.
Tagging Multiple Contacts in Bulk
Use the "View Members" page: - Access the "View Members" report in SPARK MINDS. - Filter or search to display the desired contacts. - Check the boxes next to the contacts you wish to tag. - Access the bulk action feature at the bottom of the page. - Add the desired tag to all selected contacts.
This method is recommended for managing large contact lists efficiently.
Resolving Missing Tags
If a tag, such as ‘Ignite-after school,’ is missing from your account, follow these steps:
Verify If the Tag Was Removed Intentionally: - Tags are not removed automatically by SPARK MINDS, so ensure that there is no record of a removal request.
Re-create the Missing Tag: - Navigate to the "Tags" option in the left-side menu. - Create a new tag with the desired name.
Reassign the Tag to Contacts or Automations: - Once the tag is recreated, add it to the relevant contacts or automation triggers as required.
If you need further assistance, consult the detailed tag recreation and assignment procedures outlined here.
Best Practices and Tips for Using Tags in SPARK MINDS
Plan your tag naming conventions to maintain consistency.
Regularly review and remove unused tags to prevent clutter.
Leverage bulk tagging options for large datasets to save time and effort.
By following these instructions, you’ll be able to manage and use tags effectively, thereby improving organization, automation functionalities, and reporting in SPARK MINDS.