Tags and dynamic segments
Tags
From the Tags page you can rename a tag, merge duplicates, or delete what you no longer use. Clicking a tag shows you the subscribers who have it.
A tag can be applied individually, in bulk across several subscribers at once, automatically during an import (the tags column), or automatically when someone completes a subscribe form with associated tags.
On a single subscriber, the tag goes on from their own window: „Adaugă abonat” (add subscriber) or the pencil „Editează abonatul” (edit subscriber) at the end of the row, in the „Etichete” field. Clicking the field opens the list of existing tags, grouped by category, and a new tag is typed right there, followed by Enter.
The tag list in the subscriber window does not scroll with the mouse wheel. Until that is fixed, drag the bar on the right of the list or type the first letters of the tag, so the list narrows down to what matches.
The interface uses two words for the same thing: „Etichete” in the menu and „tag-uri” in the automated newsletter window, „Configurează newsletterul”. Both mean tags. „Subscriberi” in that window means subscribers.
Segments
A segment is a saved set of rules. As you build the rules, the counter below them shows in real time how many active subscribers match.
- Has at least one of the tags
- Does not have the tags
- Has all of the tags
- Subscribed on or after a date
- Subscribed on or before a date
- Custom field is (compares a value from metadata)
- Clicked in an email after a date
- Received at least N emails
Rules sit in two groups: „Trebuie să respecte TOATE regulile” (every condition must match) and „Sau cel puțin una dintre reguli” (one is enough). You can combine both groups; leave the second one empty if you do not use it. Segments recalculate on their own as the list changes, so you do not need to rebuild them after every import or tagging pass.
A segment saves even with no rules at all, and then it covers the whole list. Likewise, a rule where you picked the operator but ticked no tag is ignored on save, with no warning. The tell is the counter: if it shows your total number of subscribers, the rule did not apply. How to read the counter before sending is in the article „I sent to more people than I expected”.
The starter templates, and when they do not work
- New subscribers: signed up in the last 30 days
- Older subscribers: signed up more than 6 months ago
- By tag: have at least one tag you choose
The first two rely on the date someone entered the list. After an import, that date is the same for everyone, the day of the import. In an account started with an import, New subscribers returns the whole list and Older subscribers returns zero, no matter how old the list actually is.
Both become useful a month or two after the import, as people join through your form. Until then, use the third template or build the segment on tags.
Tags and segments behave differently when you send
When you send a campaign and tick several tags, ClevMail sends to anyone who has at least one of them, not to those who have all of them. For an intersection you need a saved segment, with the rule „Has all of the tags” („Are toate etichetele”).
Articles in the same category
- How to add your subscribers
The three ways to bring people into your list, why file import does not appear on every account, and the consent column that cannot be fixed afterwards.