How to use tags

Overview

You can add tags to contact profiles manually or via multiple automated methods.

Read on to learn how to add and remove tags from contact profiles!

Tag contacts while importing

During the contact import process, you can easily apply an existing tag to all contacts within your import file using the tags field in the import window!

Tag all contacts on a list

Adding a tag to a list allows you to add a specified tag to all contacts currently on the list.

Contacts later added to the same list will not automatically have the tag applied.

To add a tag to all contacts on a list:

1. Select the List you'd like to Tag

2. Click Tag

3. Select a Tag from the dropdown

4. Click Add

Tag manually created contacts

Use the tag field on the Add Contact sidebar to apply a tag to a manually created contact:

1. Click the view icon next to the contact

2. Click +Tag(s)

3. Click into the Add tag field and enter a few characters of the tag's name

4. Select one or multiple tag(s)

5. Click Add Tag

Tag Contacts in automations

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, while the contact moves through your automation.

To add a tag action to your automation:

1. Open the Automation and click the black + button to add an Update Contact Property step

2. Select Update Property Contact from the Actions menu in the left-hand sidebar

3. Select Add Tag

4. Select an existing Tag from the Select Tag dropdown or click the pink Create New Tag button to create a new Tag for the Automation.

Add a tag to new contacts

Use an Add Tag action right after a Subscribes to a list trigger to tag a contact as soon as they are added to a list.

Add a tag after a conditional split

Tag contacts based on form field selections

When you want to apply different tags based on what options contacts choose in your forms (such as customer type or preferences), use custom fields combined with conditional splits:

1. Set up your form with a custom field (dropdown or radio buttons) containing the options contacts can choose from

2. Create an automation triggered when contacts subscribe to your list

3. Add a conditional split that evaluates the custom field value

4. Add tag actions on each branch of the conditional split to apply the appropriate tag based on the selection

For example, if your form has a "Customer Type" dropdown with "Business" and "Homeowner" options:

1. Set the conditional split to check if the custom field equals "Business"

2. On the "Yes" branch, add a tag action to apply the "Business" tag

3. On the "No" branch, add a tag action to apply the "Homeowner" tag

This approach allows you to automatically segment contacts with relevant tags based on their form responses, making it easier to send targeted campaigns later.

Use this to tag a contact that has either satisfied or did not satisfy conditions within the automation.

Tag Content in Emails or SMS

Tag a link

Applying a tag to a link in your campaign or automation messages allows you to add tags to contacts who click on certain links in your content.

Adding a tag to your call to action link allows you to follow up with contacts who responded to your call to action!

1. Click the link icon

2. Add a URL to the link field

3. Click the Add... dropdown to select an existing Tag or create a new one

Tag an image or button

Tagging a linked image or button provides the same ability to apply tags to contacts based on their clicks as tagging hyperlinks.

1. Add a URL to the link field

2. Click the Tag dropdown

3. Select an existing Tag or create a new one