Help: Contacts

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How to add tags to your contacts

What are tags?

Tags are keywords that helps you assign a piece of information to your contacts.   Tags are a great way to easily label, group, and manage your contacts.    Your tags can be used for automation, segmentation, and conditional content.   You can already do this with custom fields but tags make it easier and more convenient to mark and categorize contacts.

 

Adding tags

Adding tags to your contacts is easy.   Unlike custom fields, there is no setup or options.   You don’t have to choose what data type you need to use.   It’s as easy as typing in the keywords…the tags. 

Adding tags manually

To add a tag manually, go to the Contacts page and click on a contact.   You’ll find the Tags section right below “Recent Actions.”

Where to find tags

To start adding tags, just type in any keyword.  Pressing the space key will create the tag.

 

Adding (Removing) tags through one-time automation

To add/remove through single automation, go to the Lists page, click Automations, and click the “single action” option.

Single action

On the next page, click the “Add” button to create a single-action automation.  (NOTE: if you already have automation set up, just click “edit” on that automation and proceed to step 4 and 5.)

  1. Name the single action automation.
  2. Choose an action type to base the automation on (click, open, share, etc.).
  3. Choose the list and options.
  4. Select an action that would take place.   For this example, choose Add tag (you can also remove tags).   On the field to the right of the drop-down, type the tag name.  You can only add one tag per field, but, you can add 10 separate actions (and, you can use all “Add tag”).
  5. Click the “Add” button to finish the set up.

Single action 2

 

Adding (Removing) tags through an automated series

To add/remove a tag through an automated series, go to the Campaigns page and click on the Automated Series tab.   If you already have a series set up (or multiple), click edit on the series.  If not, click on the “Create New Series” button to create a new series.

Tags from auto series

While in the series click on the “plus” button.    This would allow you to add an action on the series.    To Add/Remove tags, just click the Add or Remove tag option.    You will get a node where you can type the tag to add/remove.

Add/Remove Node from auto series

Below is the resulting options on the series.   The node shows both the actions and the tag that will be removed.

Resulting Node from auto series

Using Tags

Tags can be used in three ways: Segmentation, Conditional Content, and Automation.

Segmenting with tags

One of the advantages of tagging is that you can easily group and categorize contacts.  You can segment your contacts into groups much like you can with custom fields.   The best thing about it is that segments are dynamic.   Anyone who gets tagged gets automatically added to your segment.   This is important because you are able to target specific groups (through tags) that would be most interested on your content.

To create a segment using tags, go to the Lists page and click the segment link on the top right of the list you wish to segment.  Click the “New Segment” button and name your segment.  If you want to edit an existing segment, just click that segment.

Create a segment

On the first drop-down, go to Contact Details –> Tag (or just type Tag).   You can then choose either Exists or Does not exist.  After that, type in the Tag that you want to base the segment on.

Create a segment with tags

 

Using tags with conditional content

With conditional content you can display different content to different contacts based on a certain criteria.   This helps you target specific contacts even further.   It’s essentially segmentation on a campaign level.

To use tags with conditional content, go to the design section of your campaign.   You can then hover over the section you want to make conditional.  On the top right of that section, click the cog icon.  Then, click the “make conditional” option.   This will give you a pop-up to set the condition.

Conditional content

Choose either the “Tag Exists” “Tag Does Not Exist” option.   Type in the tag you want to use for the condition.

Conditional 2

The result would be something like the screenshot below.    Here, we have set the first option to display if the contact is tagged as Client.  If not, it will display the second option.

Conditional 3

 

Using tags with the automated series

Aside from adding tags through the automated series, we can also use tags as conditions for initiating an action.    You can use tags as conditions on a “Wait” or “If/Else” option.

1.  Wait Until  -  this option, the series will wait until a contact is marked with a certain tag before continuing with the series.

  • Go to Campaigns –> Automated series
  • Create a new series or edit an existing one
  • In the series, click the “plus” button on the section where you want to place the wait
  • Choose the wait option
  • Change the drop-down from for to until
  • Click on the “my conditions are met” link
  • On the first drop-down, choose Contact Details –> Tag
  • Choose Exists or Does Not Exist on the second drop-down
  • Type in the tag you want to use

Tags on auto series

Below is the result.  On this example, the series will wait until a contact is tagged Client.  Once there is a match, this contact will be subscribed to the ActiveCampaign test list.

Tag on a series 2

2. If/Else  -  this option is similar to the Wait Until option.  However, the difference is that this branches off if the condition is not met. If a tag is matched, it will go to one branch, if not, it will go to the other

  • Go to Campaigns –> Automated series
  • Create a new series or edit an existing one
  • In the series, click the “plus” button on the section where you want to place the wait
  • Choose the If/Else option
  • Change the drop-down from for to until
  • Click on the “my conditions are met” link
  • On the first drop-down, choose Contact Details –> Tag
  • Choose Exists or Does Not Exist on the second drop-down
  • Type in the tag you want to use

Tags on auto series - if-else

Below is the result.  On this example, the series check if a contact is tagged as Client.  If tagged as Client, this contact will be subscribed to the ActiveCampaign test list.   If not, they will be taken to the other branch and end the series.

Tag on a series - if-else

 

More questions?

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