1

Is there a way to use tags, possibly multiple tags e.g. using the tags Students and Attended Conference X, to create a bulk mail to members who fit into just those two categories.

2 Answers 2

1

Search Builder should let you say 'find Contacts who have this tag AND have that tag' and then set up the Smart Group from that.

0

You can do this with Search - Advanced Search but note the AND/OR operator maybe doesn't work quite as you'd expect. It only works between different fields and within a single multiselect field it is always OR.

But you can do a workaround:

  1. Go to Search - Find Contacts.
  2. Pick your first tag.
  3. From the actions dropdown in the result list, create a group, e.g. Student Group.
  4. Go to Search - Custom Searches - Include / Exclude Search
  5. For Include Groups choose your group.
  6. Select "AND".
  7. For Include Tags select your second tag.
  8. From the actions dropdown in the result list either create a group for future use or you can choose to schedule/send an email.

Alternatively for steps 4-8 you can use Advanced Search instead of the custom search and put your group in the Groups field and your tag in the Tags field.

2
  • Would Search Builder give the expected outcome?
    – petednz - fuzion
    Dec 1, 2020 at 18:11
  • 1
    Ah I didn't think of that. Yes it seems to work. Do you want to add another answer?
    – Demerit
    Dec 1, 2020 at 18:15

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.