Create New Tags in the Send or Schedule Page

July 02, 20251 min read

The way customers react to your email marketing is a huge indicator of their interest level in your products. Grouping them based on this response can help you capture potential opportunities. This feature will help you achieve that. Give it a look!

⭐️How Will These Changes Affect You?

  • Simplified Tagging: This removes the need to pre-create tags before sending or scheduling a campaign.

    1
  • System Save: Clicking Save after setting a new tag will add it to your CRM, letting you add it to workflows for easy follow-up.

    2

⭐️How To Create New Tags?

Let’s go over the steps to add new tags in the Send or Schedule Page!

  1. To start, head to the Email tab inside the marketing section and create or edit a campaign.

    1
  2. Inside the builder, click “Send or Schedule.”

    2
  3. Toggle Add tags, then click “Add conditions.”

    3
  4. Enter your desired tag, then click the + sign icon to add it.

    4

Once you’ve set your conditions and tags, click Save. This will immediately start tagging the campaign recipients as they meet the set conditions, helping you easily manage interactions and approach sale completion with security.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

LinkedIn logo icon
Instagram logo icon
Youtube logo icon
Back to Blog
Image

Innovation

Fresh, creative solutions.

Image

Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

FOLLOW US

Copyright 2025. Pinnacle Ai. All Rights Reserved.