Grouping Users By Tags

Prefinery lets you assign tags to users so you can manually group them. For example, you can tag specific users you want to invite first on product launch (e.g. a group of influencers or product ambassadors), or perhaps only trigger a particular email to a group of highly active users - whatever your use case for it might be.

How to create a tag

To create a tag, from your project dashboard navigate to Settings > Tags and click on the Create a Tag button. 

Here, you can also Rename or Delete existing tags. Deleting a tag will not delete the users assigned to it, and instead will only remove the tag from those users.

If using the API (described in more details later below), if the defined tag doesn't exist yet it will be auto-created. 

How to tag users

There are different ways on how you can tag a user.

[Manual] Via dashboard (Users page)

This option can also be used to tag multiple users at once. 

From your project dashboard, navigate to Users page, and in the Table view select the user(s) you want to tag (you can use the search filter to narrow down your selection and bulk-tag multiple users at once). Then, use the Actions button and select Add Tag. 

Alternatively, you can do the same while viewing a user's profile. 

[Manual] By importing

When importing users into your project, you can set which tag the user should be assigned with. 

If the set tag doesn't exist yet (or if misspelled), it will be automatically created. If the user already exist in your project, their record will get updated (ie. they'll get tagged based on what's set during import). 

For more information on importing users into your project, please see: How do I import my email list into Prefinery?

[Automatic] Using integration tools

You can use no-code automation tools that supports HTTP requests like Zapier to utilize our API's testers#update call to set tags for the user. 

{
    "tester" : {
        "groups": "1st wave,2nd wave"
    }
}

If the set tag doesn't exist yet (or if misspelled), it will be automatically created. 

For more information on this, please see: How to use the Prefinery API with No-code Automation Tools

[Automatic] Using the REST API

As described in the previous section, the testers#update call can be used to set the user with specific tags. 

How to untag user(s)

Like how you'd tag user(s), you can also remove those tags from them through the Users page in your project dashboard as shown below. Optionally, you can use the search filter to narrow down the set of users you want to untag at once. 

The same option is available when viewing a user's profile. 

If you want to delete a tag completely which would remove the tag from users that has been assigned with it, you can do so in Settings > Tags of your project dashboard. 

Removing tags from users using integration tools or the REST API isn't supported. 

How to search/filter users by tag

To find and/or take action no users with a specific tag, go to Users > All users from your project dashboard then click on the Filter button. Set the filter to match all users with Tag is {tag_name} then Apply Filter.

The table will then only display all users that match the filter ie. have been assigned that specific tag. From here you can use the Actions menu to perhaps add another tag to these matched users (not selecting any of them in the table will apply the action to all matched users in the filter), untag them, or any other action like exporting them.

How to set email to trigger only for users with specific tag(s)

From your project dashboard, navigate to Email > Messages, and create or edit the email message you want to be triggered for specifically tagged users. 

While creating/editing the email message, add Delivery Condition(s) which specifies to only trigger the email if the user is of a specific Tag. 

You can then duplicate the email message and edit the duplicates accordingly for each tag (e.g. "is 2nd wave") or one email for multiple tags (e.g. "is 1st wave, is 2nd wave").