---
title: "How do I automatically send emails to customers with specific tags?"
slug: "how-do-i-automatically-send-emails-to-customers-with-specific-tags"
updated: 2026-10-16T00:51:24Z
published: 2026-10-16T00:51:24Z
canonical: "help.servicetitan.com/how-do-i-automatically-send-emails-to-customers-with-specific-tags"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I automatically send emails to customers with specific tags?

## Problem

You need to target specific customers that the Audience Builder doesn't have existing filters for.

## Solution

Use the custom tag workflow to create a specific list of customers. To send emails to customers based on a specific tag, first create your audience and then set up your campaign. Then, tag the relevant customers to pull them into the audience.

> [!NOTE]
> **Note:** You can only use retention audiences for this workflow. You cannot filter acquisition audiences by customer tag.

### Marketing Pro workflows

## Create a custom tag type (optional)

1. Go to **Settings > Operations > Tag Types**.
2. Click the **Add** button and fill out your custom tag details.
3. Click **Save** to create your new custom tag.

## Set up the audience

1. Go to the navigation bar and click **Marketing**.
2. In the side menu, click **Audiences**.
3. Create a new retention audience or edit an existing one.
4. In the *Include* section, add the *Customer Tag* filter to target only customers with your selected tag. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-automatically-send-emails-to-customers-with-specific-tags-image-h1l7jtyb.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A08Z&se=2026-11-01T20%3A51%3A08Z&sr=c&sp=r&sig=7jl995fL9cSwzztXbfwwohtbTMJj97FUvanN7FaGzOk%3D)
5. Add any other filters or filter groups needed.

> [!NOTE]
> **Note:** If you include other inclusion criteria within the same filter group as the custom tag, the customer must meet all of those criteria within the filter group to be included in the audience.
6. When finished, click **Continue**.

Now, you're ready to create your campaign.

## Create the campaign

1. Go to the navigation bar and click **Marketing**.
2. In the side menu, go to **Campaigns > Pro Campaigns**.
3. Click **Create Campaign > Start from scratch**.
4. Select **Email** as the category campaign then click **Next**.
5. Select the campaign type then click **Next**.
6. Enter a campaign name and click **Start Building**.
7. In the *Audience* section, select the audience you created in the previous section.
8. Finishing setting up the campaign.
9. When finished, launch the campaign.

Now, when the selected tag is added to a customer profile, the customer will be pulled into the audience reach.

### Marketing Pro v2 workflows

## Create a custom tag type (optional)

1. Go to **Settings > Operations > Tag Types**.
2. Click the **Add** button and fill out your custom tag details.
3. Click **Save** to create your new custom tag.

## Set up the audience

1. Go to the navigation bar and click **Marketing**.
2. In the side menu, go to **Audiences > Retention Segments**.
3. Create a new retention audience or edit an existing one.
4. In the *Segment Inclusion Group* section, add the *Customer Tag* filter to target only customers with your selected tag. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-automatically-send-emails-to-customers-with-specific-tags-image-sk1szcbf.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A08Z&se=2026-11-01T20%3A51%3A08Z&sr=c&sp=r&sig=7jl995fL9cSwzztXbfwwohtbTMJj97FUvanN7FaGzOk%3D)
5. Add any other filters needed.

> [!NOTE]
> **Note:** If you include other inclusion criteria within the same filter group as the custom tag, the customer must meet all of those criteria within the filter group to be included in the audience.
6. When finished, click **Continue**.

Now, you're ready to create your campaign.

## Create the campaign

1. Go to the navigation bar and click **Marketing**.
2. In the side menu, go to **Campaigns > Campaign Manager**.
3. Click **Create Campaign > Pro Campaign**.
4. Enter a campaign name and click **Start Building**.
5. In the *Audience* section, select the audience you created in the previous section.
6. Finishing setting up the campaign.
7. When finished, launch the campaign.

Now, when the selected tag is added to a customer profile, the customer will be pulled into the audience reach.