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Message customers by tag, using a sequence and segmented list
Message customers by tag, using a sequence and segmented list
Erin Crager avatar
Written by Erin Crager
Updated over a year ago

If you have a group of regular customers that historically have attended one type of class, and you're looking to message just that group, you can target everyone thats ever taken this type of class by doing the following:

Create the campaign sequence

  • Create a campaign sequence

  • Set the trigger as Class Signup > choose that class

  • Add an action of Tag > choose which tag to associate

  • Enable the sequence

Create the segmented list

  • Then, create a Segmented List that filters by that tag

  • Click Customers > Customer List > Customer Segmentation

  • Filter by Customer Tags > Choose the same tag > Apply Filter

  • Save Segment > choose Dynamic or Static > Save

  • Select List > Contact customers

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