Creating a custom tag is a great way to narrow down your current list or create a very specific list of people who meet certain criteria. Creating a custom tag will allow you to view, manage, and send marketing campaigns to a specified group.

Steps for creating a custom tag:

  1. Log in to your Offrs account

  2. Select your name at the top right-hand corner

  3. Select 'Account Settings'

  4. Locate the 'Advanced' module on the left-hand side

  5. Select 'Tags'

  6. Select 'Create a New Tag'

  7. Fill out the information

  8. Select 'Save'

  9. Select the 3 lined button under the 'Actions' column of your tag

  10. Select 'Set-up Rule'

  11. Input your criteria

  12. Select 'Save'

  13. Select the 3 lined button under the 'Actions' column of your tag once more

  14. Select 'Run Rule'

  15. That is how you create a custom tag!

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