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:
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
Within automated series you can add conditions to only do things if they have specific tags