When to Use Tags vs. Message Filtering Overview
- Chris Gipson (Unlicensed)
- Jessi Gipson
Purpose: Determine when to use an email tag and when to use recipient attribute filtering in Communication.
Definitions
Profile Tag: List of email addresses collected externally from PlayerFirst, to be used for Targeted Communications. Upload of a tag list is done via “Profile Tags” page (see How To below).
Note: “Imported Profiles Without Any PlayerFirst Registrations” Recipient Type will apply.
Imported User: A list of data imported with more attributions than just email addresses (attributes will range depending on data available when importing).
Note: when filtering to imported users, use their user type (ie: Parent, Athlete, Coach) before filtering down to other attributes that may have been imported as well (ie: Zip, Position)
Best Practices & Notes
If you only have email addresses and no profile connection, create/use a profile tag.
Ex: brand is bulk cc’d on a competitor’s event, league or program email.
If specific athlete/customer information or attributes exists in your PlayerFirst database or were imported via as new users, use message and recipient filtering options.
Note: when filtering to imported users, use their user type (ie: Parent, Athlete, Coach) before filtering down to other attributes that may have been imported as well (ie: Zip, Position)
Ex: imported users with attributes (ie: position, gender) from an external database.
Ex: communicating with athletes that have previously registered for an event, league or program.
If importing users, determine the integrity of the data.
If high data integrity, import new users (athlete first name, athlete last name, email address, attributes, etc.)
Note: if an email address already exists for a user, it will attach to the existing account; a duplicate account will not be created.
Note: the new account username should be the full email address.
Note: a profile tag can be created in addition to the creation of new accounts if desired.
If low data integrity, do not create new accounts and instead create a profile tag (email address only and/or limited and inconsistent athlete information).
Additional How Tos & Guides