The best way to handle this is to create a temporary tag - please click here to see how to create a new tag, in this example the temporary tag will be 'marketing-2016'.
How to send out an email campaign to a specific tag group:
1. Next, find the tag you want to send out to by doing a tag search to list all contacts with this tag - in this case the tag will be 'spring'.
2. View your contacts in List View
3. Select all the contacts in this tag group (spring) by placing a tick in the checkbox as shown below:
4. Click on the Tags button as shown below:
5. Next add the new temporary tag you have created 'marketing-2016' to all these contacts tagged as 'spring' - as shown in the example below:
6. Click on Update as shown above. In the above example all contacts tagged as 'spring' are now also tagged as 'marketing-2016'.
7. After the tag has been applied make sure you now go back to your main 'Contacts' page.
8. Next search on a tag group that you wish to exclude - such as 'new-lead' tag as shown in the example below:
9. With the tag 'new-lead' selected make sure you are in List View and select all contacts in this tag by applying a tick in the top left-hand checkbox as shown below:
10. Now click on the green Tags icon as shown below in red:
11. Inside the 'Edit Tags' window please click on the 'Remove these tag(s)' option as shown below:
12. Now select the new temporary tag 'marketing-2016' from the tag checkbox list as you are removing this tag group from those contacts tagged as 'new-lead'.
13. Click on the green 'Update' button to remove the tag 'marketing-2016' from the contact tagged as 'new-lead'.
14. If there are any other tags to exclude repeat steps 8 to 13 as shown above to ensure you exclude these tags from your temporary tag group.
15. Send your campaign out to your new temporary tag group you have created - which you can now be sure excludes the tag groups you wanted to exclude from the send.
To see more about sending out an email campaign please click here to view a short video.