With Blueshift, you can use the tag based restriction feature to restrict the following in a campaign:

  • The audience of a campaign.
  • The adapter that you can use for sending messages.

Use case

Let’s say your company has 2 brands “Hooli Essentials” and “Hooli Plus”, and 2 domains corresponding to each brand - hooli-essentials.com and hooli-plus.com. Some of your customers may have signed up for hooli-essentials.com for a free (ad-driven) service. Some other customers may have signed up for hooli-plus.com for a premium (ads-free) service.

You want to run a campaign for Hooli Plus customers. For that you can create a segment of Hooli Plus customers matching your criteria. But at the time of launching the campaign, you accidentally select the email adapter that corresponds to Hooli Essentials. Your Hooli Plus subscribers might not be pleased to receive a message from hooli-essentials.com. Using tag based campaign restrictions can help you avoid such simple user errors which could hurt your brand credibility or cause huge legal expenses.

Note

This option is available only if the tag based campaign restrictions feature is enabled for your account. To enable the tag based campaign restrictions for your account, reach us on: support@blueshift.com.

Prerequisites

Ensure that you are familiar with creating tags and tag folders.

Set up

Let's assume that you have a campaign that targets your customers based in a specific region. And, in the campaign, you want to use a specific adapter to send emails.

Create a Tag folder

You can create a tag folder similar to the following example with several allowed tags that include the required email channel SendGrid and SendGrid email. After you create the tag folder, you can start tagging resources. Resources that you can tag include campaigns, segments, and adapters.

jb_tags_restrict.png

Tag segments

To start with, create a segment. Ensure that you add the restriction tags in your segment.

jb_tags_segment.png

Use a tag restricted segment in a campaign

To use tag restricted segments in a campaign, add the tags on the Properties tab for the campaign.

jb_tags_campaignprops.png

Then select a segment for the campaign. You can only select segments that have the same restriction tags as set for the campaign. If you do not specify the restriction tags in the segment, you can't use it in the campaign. 

jb_tags_segselect.png

Use a tag restricted adapter in a campaign

If you set tag restrictions for a campaign, you can only use adapters that also have the same tag restrictions.

To add a tag to an adapter, go to Apps > All Apps and select the required app. Click Configure to view all the configured adapters. Select the adapter that you want to add tags restrictions to.

jb_tags_addadapter.png

You can view the tag restrictions that are applied in the Send Settings section of the Channel tab of the trigger.

jb_tags_triggeradapters.png

Multiple tag restrictions

Segments and adapters can have additional restriction tags. However, the campaign can just have the restriction tags that are a common to both the segment as well as the adapter.

However, if a campaign has restriction tags, the segment and adapter must have all of the tags that are applied to the campaign. Otherwise, you cannot select it in the campaign. 

  Campaign with tags t1, t2 Campaign with tags t1, t2, t5
Segment with tags t1, t2 Yes No
Adapter with tags t1, t2 Yes No
Segment with tags t1, t2, t3 Yes No
Adapter with tags t1, t2, t4 Yes No

Limitations

You have to complete additional steps to set up a campaign journey when tag based campaign restrictions feature is enabled.
  • You cannot add a segment or create triggers if you haven’t specified any restriction tags for the campaign.
  • You cannot select a segment or a trigger in a campaign journey if you haven’t specified corresponding restriction tags on the segment or the adapter that you want to use in the trigger.

Note

You cannot add or remove restriction tags to segments or adapters that are already in use. You can add or remove tags that you use for organization, but not restriction tags.

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