Tags help you group and find contacts easily. When you send rewards, you can filter contacts by tag instead of selecting them one by one. Tags make large sends simpler and more organized.
Here are some key things to keep in mind with tags:
Contacts can have multiple tags.
Tags are not forced to be unique. If you used a tag previously and use it again, this may throw off your count when sending an order.
Tags are only tied to the contacts and order page.
If a tag is not entered, it will default to the current date.
💡Tags are added while uploading contacts or by manually adding to a contact. For information uploading contacts, check out this article.
Best Practice for Tags
Keep them Unique
Anytime you are doing a contact upload, make use of tags. By default it will be set to todays date but if you are doing multiple uploads in a day, you will end up with all your contacts under the same tag.
Make sure your tag is unique for that upload and does not match any previous tags you may have used. Tags you have previously used can be seen on the contacts page under the Filter by Tags drop down or when placing an order, on the left side of the pop up for selecting which recipients to send to.
Search by Tags
On the contacts page, you can search for contacts by tag, to see who might have it associated with their contact information. This is useful to see if someone has a tag they should not, or if you are curious if you have used a tag before.
Multiple Denominations for One Campaign
If you have a campaign that requires multiple denominations, here is the best practice:
Decide on the tag and keep this consistent for all denominations
Example could be Marketing_Campaign2026
Split your uploads into different files based on the denominations. So keep all $10, $20 and $50 contacts in separate files to upload.
When doing an upload, use the same tag for each upload but include the denomination.
In our example we would have Marketing_Campaign2026_$10, Marketing_Campaign2026_$20, and Marketing_Campaign2026_$50 as our tags.
If sending to different regions, we would recommend adding an identifier to the tag as well (FRA, GER, USA, CAD etc).
Once the upload completes, you can either upload the next file or click "Create an order for this upload" to create an order for the contacts you just uploaded.
5. When creating the order, you can double check your selected recipients by looking at the tags lists available to you to make sure you have the right recipients checked. Make sure to change the templates reward value and you are good to send out your order and repeat these steps as needed.