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 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.
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.”
To start adding tags, just type in any keyword. Pressing the space key will create the tag.
To add/remove through single automation, go to the Lists page, click Automations, and click the “single action” option.
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.)
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.
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.
Below is the resulting options on the series. The node shows both the actions and the tag that will be removed.
Tags can be used in three ways: Segmentation, Conditional Content, and Automation.
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.
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.
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.
Choose either the “Tag Exists” “Tag Does Not Exist” option. Type in the tag you want to use for the condition.
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.
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.
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.
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
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.
For more information about any feature of ActiveCampaign’s email marketing software, please contact our support team. We’ll be happy to assist you.