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

A trial is worth a thousand words.

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