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Tags
Tags can be used to segment your audience based on their activity within Campaigns and Automations, which makes them a great tool for targeting contacts based on their behavior or interests.
There are a handful of ways you can use tags:
- Creating a New Tag
- Deleting a Tag
- Tagging Imported Contacts
- Tagging a Manually Added Contact
- Tagging a Link
- Tagging an Image or Button
- Tagging Contacts in Your Automation Funnel
- Viewing, Adding or Removing a Contact's Tags
Also, make sure to check out the Additional Resources for more!
Before Getting Started
In order to add tags to your contacts, you will need to be familiar with creating a list, adding contacts, and creating an automation.
Creating a New Tag
Navigate to the Audience tab → Tags → Select the pink New Tag button in the upper right corner. Name your tag and select Save!
Deleting a Tag
Navigate to the Audience tab → Tags → Select the drop down next to Edit. Here you will see the Delete option.
Tagging Imported Contacts
During the import process, you can easily apply a tag to all contacts within your import file using the Tags field!
Please Note
Listing a tag (or tags) here will add the tag to every single contact in the file.
If you would like to add different tags to different contacts, split each group into its own file and import separately. Doing that will specify a tag for each set of contacts accordingly!
Tagging a Manually Added Contact
While manually adding your new contact's information you will have the option to add a tag as well. This can be any identifier you feel you need for this specific audience you will be adding this contact to.
Within the navigation bar to the left select Audience → Lists → Select which list to add them to → Add Contact. Here you will be able to enter information for Quick Add of the contact, including the desired tag. Click Create when done to save the information.
Tagging a Link
When a link is tagged, this will add a tag to your contacts profile when they click a specific link, making them easier to target with your email campaigns.
For Example: If we tag the link for our free trial, we can now send a specific and targeted email to those that clicked the link following up with them on their test drive.
- Head to your Campaigns tab → Edit (next to the campaign name) or select New Campaign to start a new email
- In the Content section → Edit Email
- Once you are in the Email Builder, highlight the text that you would like to tag, select the Link icon in the toolbar
- Specify the tag next to your URL by choosing previously created tag or creating a new one
Tagging an Image or Button
Head to your Campaigns tab → Edit (next to the campaign name) → Content → Edit Email or select New Campaign to start a new email.
Once you are in the email builder, select the button or image that you want to add the link and tag to. In Image Settings on the left, you will see the options to add your URL and tag. You can use a previously created tag or create a new one.
Tagging Contacts in Your Automation
Using the Add Tag function within an Automation allows you to add tags based on contact behavior (such as opening an email or clicking a link), when a contact reaches a certain step within the automation, or many other ways!
To add the tag function: + → Update Contact Property → Add Tag.
New Contacts - You can use an Add Tag function (found under Update Contact Property) right after a Subscribes to a list trigger to tag a contact right after they subscribe to your list.
After a Conditional Split - Use this to tag a contact that has either satisfied or did not satisfy certain conditions within your automation.
Viewing, Adding and Deleting a Contact's Tags
Once the tag has been added it will appear under the contact's profile:
You can manually add a tag to the contacts profile by clicking Add Tag(s)
To remove a tag from a contact's profile, click on the "x" icon on the right side of the tag then click Remove
Troubleshooting
New Contact Tag Not Added via Automation
Please note that any automation action added after a contact has already started the automation sequence will not affect that contact. For example, if your contact had subscribed 3 days ago but you just added the "Add Tag" function to your automation today (even if the contact has not reached this point in automation yet), the tag will not be added.
Additional Resources
- How to use tags to Organize and Segment Your Contact List
- The Ultimate Guide to Tagging
- Segment Your New Contacts Immediately (& Automatically!) With Tags
TL;DR
New Tag: Audience → Tags → New Tag → Name → Save
Viewing Tag: Audience → Search & Select Contact → Tags
Delete Tag: Audience → Tags → Drop Down next to Edit → Delete
Manually Add: Audience → Lists → Add Contact → Add Tag → Save
Link Tagging: Campaign → Edit → Design → Highlight Text → Link Icon → Add Tag → Save
Button or Image Tag: Campaign → Edit → Design → Select Image/Button → Setting Area to the left → Add Link and Tag → Save
Automation: (+) Add Action → Update Contact Property → Add Tag → Select Tag → Save