Tag your contacts

We just introduced a new way to categorize, segment, and explore your contacts…. Tags.

Our custom fields allow you to store anything about your contact’s using a name and value concept.  There are times you may prefer to only have an identifer that is on or off for contact’s without the need of all the power/options fields have to offer.  Tags allow you to do just that and are very free-form.  There is no need to set options for the tags; simply tag a contact with whatever you want, whenever you want.  The free-form nature of tags allow you to quickly categorize contacts, use tag data in your automation work-flow, and segmenting your lists.

How to add tags to contacts:

  • Contact view page
    When viewing a contact you can see all their existing tags and add new tags to the contact

  • One-time automations
    From the automations page you can have tags created based on triggered events
  • As part of automated series
    Add a tag as part of your automation logic/work flow in an automated series

How to use tags:

  • Segments
    Narrow down your lists to only contacts that have (or do not have) specific tags
  • Conditional content
    Show personalized content within a single email based on whether or not tags exist
  • Automations
    Within automated series you can add conditions to only do things if they have specific tags

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  • http://businessofarchitecture.com/ Enoch Sears

    Jason this is an awesome feature and I’m very pleased that your company continues to focus on rolling out features to make your system even more competitive with other (un-named) marketing automation software.

    Is there a way to start an automated action if a contact is tagged with a tag? That’s the missing part I’m not seeing. Then again, maybe there is a way to get this to work that I’m not seeing.

    In any case, great work, and thanks for the blog post update!

    • http://www.activecampaign.com/ Matt Thommes

      Hey Enoch,

      Thanks for the feedback! You can definitely use tags as conditions for initiating an action. See this help doc for more information:

      http://www.activecampaign.com/help/how-to-add-tags-to-your-contacts/

      Search for “Using tags with the automated series” on that page to jump to the right spot. Let us know if you have any additional questions.

    • jvandeboom

      Thanks for the kind comments!

      You can create one-time automated actions/triggers if a contact is tagged with a tag. That could result in sending campaigns, updating details, entering a series, etc.. We are working on ways to make automated series and one-time automated actions blend together (from the interface perspective) currently.

      Let us know if you have any questions/feedback/comments/etc.. as we continue to roll out more automation related features.

  • Braydan

    How can I apply different tags for different contact forms. I’ve build several different contact forms and I’d like each contact form to apply a different tag. I do not want the client to see this.

    • http://www.activecampaign.com/ Matt Thommes

      Our Automations will let you create “starts” for each form – and then you can apply tags to contacts after they fill out each form.