Legcy: Use interest labels
If your account already works with interests instead of with interest labels and preferences, you can find more information here.
Interest labels are one great way to categorise and group your contacts. Click here to learn more about interest labels.
To follow the steps in this article you must have your interest labels already. Click here to learn how to create an interest label.
Assign interest labels at import
If you want to add interest labels to your contacts using an import, you have to make sure to correctly set up your spreadsheet. You can add interest labels to existing contacts or import new contacts with certain interest label.
- In your spreadsheet, create a column, where the header of your column has the name Interest label(s).
- In the field, sum up the interest label(s) you want your contact to have, separated by a comma.
- Import your contacts as usual and link the column with the header Interest label(s) to the database field Interest labels.
Interest labels are case sensitive. Upper and lowercase must be exactly the same in order to import the data correctly.
Edit the interest labels of an existing contact
When you enter the contact's information, you can scroll down to the Interest labels and click on Edit to add or remove interest labels. You can add interests by selecting a new interest label from the drop-down list or just type in the desired interest label.
You can also remove an interest label, just by clicking on the cross next to the name of that interest label. When you are satisfied with your changes, click on Save.
Create a segment based on interest labels
Click here to see a detailed tutorial how to create a segment.
Your rule should be set up like this:
- For the Trigger, make sure Interest labels is selected
- For the Field, make sure your interest label is selected - in this case Accessoires
- For the Function, choose between three options depending on which contacts you would like to add.
- Is member of - in this case this will be the last trigger
- Is member of with x clicks
- Is no member of
- The Value, is only relevant if you went with the second option "Is member of with x clicks". Here, type in manually the number of clicks on an interest link that you want to make sufficient to put that contact in the segment.
Assign interest labels automatically via Link Tracking
Link Tracking works similarly in our three message builders. The Link Tracking button is always available in the editing mode of your message. Flexmail will analyse your message and make a list of all available link.
In the Link Tracking management, you can rename your link, turn on tracking and Google Analytics. Here, you can also associate each link to one interest label. That way each contact will automatically be part of the connected interest label once they click on that link.
To assign the interest label to your link just use the dropdown to select the label, then click on Save to apply the changes.
The links themselves and the Link Tracking settings should NOT be changed after you send the campaign. If you change them, the results in the reports would not be correct.
Send a campaign based on interest labels
Click here to see a detailed tutorial how to launch an email campaign.
After setting up the first step of the campaign, you are able to choose which segments, interest labels and/or preference lists will receive your campaign. If you choose an interest label, the campaign will be sent to all the contacts in your database, who have this specific interest.
Alternatively, you also have the option to exclude certain segments, interest labels and preferences by clicking on the Exclude button. Your campaign will not be sent to the contacts you have chosen to exclude.
Create a workflow based on interest labels
Interest labels can be very useful in workflows as well. You can start a workflow with contacts who have a specific interest. There are a lot of reasons on why you want to use interest labels in workflows. Here you can find out, how you can use them.
Click here to see the general tutorial how to create a workflow.
Let’s start with the start block. In the start block you will have to choose all the contacts that will be added to the workflow, based on various triggers. To add contacts with an interest label, open the Contacts tab, then select Contacts that are added to an interest label and you will automatically go to the next step.
As you can see you also have to option “contacts that are removed from an interest label”. Use this when you want to take immediate action if a contact decides he is no longer interested in this interest.
On the next screen, select the particular interest label that will trigger the workflow. You may also opt to add not only to contacts who are new participants in the interest label but the ones who had the interest label already. To include those check the mark in front of Include all contacts that are already a member of the interest label(s). Click on Save to continue.
In the flow actions, you have the possibility to add an if/else condition. Under the Contacts tab, you can ask if your contact belongs to one or more interest labels. Based on that answer, the contacts will move to the yes or no side of the condition.
Last but not least, you can also add or remove an interest label in the workflow. This can be set with the contact actions.