When you add a contact to your Address Book, Textline can automatically add a Tag to these new subscribers. This Automation helps organizations better categorize contacts to create more targeted campaigns. There are many types of labels you can add to new contacts, including:
Here are step-by-step instructions for setting up this Automation in the Textline platform.
In the Automations window, click New Automation.
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Choose Build From Scratch.
This helps you create a new Automation without prefilled parameters.
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Name your Automation and choose your Department.
The Department is the phone number you want your Automation to operate under.
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Select Contact Created Automation type and confirm the right Department.
This step signals to Textline that you want the action to occur when a contact is added to your Address Book and specifies the Department.
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Set any desired conditions.
Conditions are rules that tell Textline when an Automation should fire or when it should prevent it from occurring. For example, if you’re setting up a location-specific Tag you can add a condition that the contact’s phone number area code must match a particular city.
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Choose the Tag the contact with action. Type out your Tag.
This action directs Textline to automatically add the Tag “New_MKE” to new contacts with the area code 414. This helps you segment contacts by location. Press Next when you’re done.
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Preview the Automation.
Now it’s time to double-check your Automation. You can review the steps, conditions, and message actions.
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Click Create Automation, and you’ll start tagging new contacts.
Are you curious about what types of Tags you can add to your contacts? Let’s look at a few different examples of Tags you can use.
Textline allows you to easily improve contact categorization with Tags. This Automation is simple to set up and scale. Do you want to see it in action?
