As a follow-up to our last episode, Director of Education Chris Davis takes a closer look at tags. In the eighth edition of The ActiveCampaign Podcast, Chris defines tags and discusses their three main functions, all in an effort to help you better understand their role in segmentation. Listen today to learn how to properly use tags for your business.
- What Are Tags?
- Let’s Get Personal: A Guide To Automatic Contact Segmentation
- Barry Moore’s Ninja Guide To Tagging
- Daniel McClure Tagging Strategy for Improved Marketing Automation
Chris Davis: Welcome to the second installment in our segmentation series where we’re talking [00:00:30] about the effective scaling of personalization. In the previous episode, I mentioned, I gave an overview of the purpose of segmentation and how you know you’ve reached the pinnacle, how you know you’re doing it correctly or you’ve achieved optimum results with your segmentation when you’re speaking to an entire group, your entire contact database and every contact feels like [00:01:00] it’s personal communication. Not that they don’t know but it feels personal.
That’s really the goal of segmentation and as I promised, in the first episode is that I was going to give you some strategies, a framework, some stuff, something that you could put into play in your business to get more, to be able to more easily leverage these segmentation in your [00:01:30] business so you can experience the results. This episode is going to … We’re going to dive right into the most popular form of segmentation that everybody has grown to know and understand in marketing automation and that’s tags. Tags are hands down the method of segmentation when you crossover from email marketing to marketing automation. In fact, a lot of platforms are judged on [00:02:00] their ability to handle tags and their flexibility around them.
It thought it only appropriate to start with the second installment of this series on that popular usage of it. With that in mind, I’m going to lay a little bit of history and groundwork so you can kind of understand where tags came from and how they evolved so you can better understand where they fit in this scheme of segmentation because we’ve three strategies. [00:02:30] Remember, we got tags, lists, we have tags, lists and custom fields, all right? An effective marketing strategy that scales personalization successfully includes all three. It doesn’t neglect either one. You may be heavier in using one area or one strategy but your strategy is inclusive to all of them, all right.
So understanding how they work, how they function, you’ll be better equipped [00:03:00] to know how to leverage them in your business and you’ll be free. You’ll be free from having to follow the next person’s recommendation or the next person’s mandate of how you should do things when you own the understanding yourself. So let’s talk about it. So tags, I’m going to use a bit of my personal experience and I’m going to mix it with some true history here, all right. I’m going to do a good job with outlining when I breach my personal experience [00:03:30] to history.
But historically, tags first appeared in marketing automation in the early 2000’s and they were as a way … They were the primary means of segmentation or grouping your contacts and since then tags have evolved. I recall my entry into marketing automation was with a platform called Office Autopilot. It’s now called Ontraport. Honestly, I cannot even remember if they had tags. The reason why I cannot remember [00:04:00] is because a lot of the implementation of the automation was not tag centric. It did not rely upon the heavy usage of tags. At that point, with my entry into marketing automation, I was unaware of tags in general. It wasn’t until I started to use Infusionsoft that I realized what tags were.
In fact, I could say, to a fault, I went [00:04:30] from one extreme to the next. I went from one extreme of not really using or having to use tags to only using tags for everything, feeling like if a platform didn’t have tags for some reason, it was lacking something, right? I felt such a dependency on tags, all of my automation experience was literally tied to the ability [00:05:00] of applying and removing a tag. To me, that’s ridiculous because as I mentioned, it’s just one way. Nobody should treat tags as the end all, be all means of segmenting and grouping your contacts.
However, that’s exactly what happened. You have one platform that’s so tag centric and tag heavy that it became hard for me to understand how to use other platforms. [00:05:30] So even when I’m in a position with my prior employer where we adapted and migrated from Infusionsoft to HubSpot. HubSpot has not tags. I just remember feeling overwhelmed like, “Oh my gosh, how can I do this without tags?” It really forced me to dig deep and all along the while, I’m using ActiveCampaign personally. I’m using [00:06:00] and I’m not even aware of the flexibility that I have because I can easily use all three means of segmentation.
In my personal and professional journey, it’s taken me a while to really understand how each strategy or each element plays its part into segmentation and it’s given me a greater appreciation for all three. You won’t hear me cast out one [00:06:30] and say, “Never use that,” or “Never do that.” It’s all an understanding and keeping it within its proper context and means of establishing personalized communication with your audience. I’m so glad no I found my way. I found my way to the most flexible and strongest marketing automation platform that makes it easy, easy to use all three means of segmentation.
With tags, the evolution [00:07:00] is ActiveCampaign. ActiveCampaign is the future. The future is here, right? What you’ll see in ActiveCampaign is exactly what I mentioned. You have tags as one way of segmenting. You have custom fields as another way. You have lists. And it’s the ability to orchestrate or use all three of these in conjunction with each other effectively that really unlocks and unleashes the power of marketing automation when it comes to personalization to the customer journey, [00:07:30] personalizing the customer journey, all right, or making that journey as personal as possible for every lead that enters into your contact database.
So let’s go onto the three functions of tags in ActiveCampaign. We have this platform, flexible. It’s flexible, Chris, now you’re saying I can use three different means of segmentation, which one do I use, when, what, where and how? This is why you’re listening to the podcast. Like I said, I’m going to give you strategies [00:08:00] and frameworks in which you can use so that you can leverage every single one of them effectively. All right. So tags are essential to your segmentation strategy. I define them as the cliff notes of your contacts history within your business.
Remembering, and in the previous episode, in the first installment of this series, I said tags represent [00:08:30] actions or conditions on a contacts record. So if somebody visited my page, opened a email and clicked, one tag can represent that, okay? So when I’m looking at tags, what I’m looking for is the fastest version of the contacts history. As a user, that’s what I’m looking for, right? Now, outside of the organizational display [00:09:00] that helps me quickly understand that contacts journey, the second vein in that is I need, I’m using tags to perform actions, to trigger actions, okay?
But let me not get ahead of myself, let me not get ahead of myself, I’m going to stick to the process here. So generally speaking, tags either help you stay organized or cause an action. Sometimes they do both, [00:09:30] all right? But I just wanted to give you that basic understanding before I jump into the three functions of tags using ActiveCampaign. The first function is organization. A tag’s primary purpose is to organize your contacts in your database by tags, that’s it. You can select a tag and it will pull up all of the contacts that that tag represents or each contact that has that tag on their record, all right. [00:10:00] It’s quick, it’s easy and it’s effective.
Organizing your contacts by tags is the fastest, easiest way to do it outside of lists because lists are the very first means of a contact in ActiveCampaign. We’re a platform that uses all three. Some don’t have that so you don’t even have the option, right? Tags’ primary function is to provide you with the ability to quickly and easily organize your contacts, [00:10:30] okay? By doing this, you’re able to access what I call segments on the fly. Especially in ActiveCampaign, our segment builder is built into so many different areas, right?
In automations, you can use our segment builder to filter out people who can enter in that automation as well as trigger, save searches when you’re looking to your contact database for a specific criteria that maybe inclusive of multiple tags. Our segment builder pops up and you can easily select [00:11:00] the tags that you want and it will display that group of people. So tags are very effective when it comes to quickly grouping or segmenting your contacts, all right?
The next one is the next function or purpose of tags are … The next function is start triggers. These are [00:11:30] triggers, conditions, actions that start an automation, all right. This can be handled with tags by the addition or removal of a tag, okay. I now know I can group my contacts by tags and I can start automations by the presence or [00:12:00] the removal or said tags. The question then becomes, well, I should tag everything, let’s tag every … let’s just tag everything that happens and the minute you start thinking that, I want to combat that approach because in platforms that are tag heavy which we are not but other platforms that tagging is their primary means of segmentation, what you’ll have is the messiest tagging [00:12:30] structure ever.
I mean, it’s not uncommon in some of these other platforms to see people who have hundreds of tags and maybe 20 or 30 of them they actually use. But since tags are so easy to create and apply, you think you need to tag everything. I would argue that tags only exist outside of the realm of organization when we come to triggering events. Tags’ [00:13:00] primary function is to start or stop an action. If we’re not talking about organization and we’re down to the second … It’s all about action. So what should you tag? Only tag things that you need action to be initiated from, right? If you need action to initiate from a tag being applied when someone opens an email, apply the tag but don’t apply [00:13:30] tag to every email that’s opened. Do you see what I’m saying?
Furthermore, understanding your platform, ActiveCampaign holds all of that data for you and it is globally accessible. What I mean by that is we track every single email open and make that available to you within your automations and your contact database [00:14:00] so there’s no need to tag because at any point in the future if you’re saying, “Oh, I want to know everybody who opened up last year’s Black Friday email.” ActiveCampaign holds that data for you. In other platforms, I understand you have to tag every single action as a means of keeping record but that is not the case in ActiveCampaign, okay?
So just with that understanding, you see how we’re a little bit more flexible, a little more powerful but that could cause some confusion [00:14:30] depending on the platform you’re coming from. But yes, we log all of the … In fact, we log those and clicks, opens and clicks. We aggregate that data. We keep it. So now, marketers, smart business owner, a savvy digital pioneer of business, you now have one less thing to remember to do when you’re executing your marketing automation and that’s, “Oh yeah, [00:15:00] are we tagging every link clicked? Are we tagging every open …” that’s ridiculous. You only need to tag those opens and clicks that you’re going to use to trigger or initiate action.
That step alone, that sentence, that statement alone is going to save you hundreds of tags, hundreds of tags because you only had those tags before because your platform was limited and keeping record of all actions that take [00:15:30] place. But we log all of that stuff, website visits, all of these things is data that we are aggregating, collecting on your behalf so you don’t have to rely on tags as a means of keeping record of every action performed. You can now focus on tags initiating action, okay, instead of keeping record and keeping track of action, all right? So that’s the second function, second primary function [00:16:00] of tags in ActiveCampaign is triggering or initiating, right?
The third and this is very exclusive to us, every exclusive to ActiveCampaign, is conditional content, all right. Conditional content in terms of our automation builder. A lot of people are not aware of this feature but any block … When you’re building a email in ActiveCampaign, any block located [00:16:30] on the right side which is our all of the element that you can drag over and add to your email, each one of those, when you drag them over, you’ll see that they are accompanied with arrows that cross which represents, geez, get it out, Chris, which represents your ability to dynamically move the element, drag and drop.
But right under it, you’ll see a gear. When you [00:17:00] select that gear, it gives you settings like duplicate, delete, but most importantly, you can make that block conditional. Listen to what I just said, any element on the right that you can drag over to your email, you can make conditional. The most important ones are text blocks, image blocks, buttons and videos. Every single one of those elements, you can click on the gear on the email builder and make conditional. By conditional, [00:17:30] what do I mean? Let’s take a very basic example of customer or not. You can have a button or some text at the end of an email that you’re sending to a particular segment of your database and that button can say, “Access your account. Hey, it looks like you’re already a customer. Access your account below,” and it’s a button there, right?
That block of content can be [00:18:00] hidden to everybody who’s not a customer, right. So now, instead of drafting up two separate emails, you now can draft one email, select content to display based on their customer status which is a tag that says customer and send it to your entire database and they will on their end, it will be very personalized to them because the block for customers will be hidden to non-customers [00:18:30] and for customers of course it will be visible. So if you had two people on your list that shared the same email, the experience will be totally different, all right?
This is game changing when you can add conditional content to an email because I’ll take it a step further and just give you something to nibble on in your brain to just kind of simmer on is if you have automated email sequences and you’re already [00:19:00] familiar with the actions or the trends that your contacts are taking, you can now have an automated experience that’s much more personalized. As they click links, they can go to your entire sequence once and see one thing and then come back to it another time, same sequence and have a totally difference experience based on their action because ActiveCampaign is conditionally displaying the content for you.
It’s conditionally [00:19:30] saying, “Hey, you now have this tag. Let me show you this block in this email.” “Oh, you don’t have this tag anymore. Let me hide this block in the email.” It’s amazing, it’s going to cut down your total bill of goods when it comes to email. You’ll need that many less emails but guess what, your email count will go down but what will go up? The personalization. So win-win, less to maintain, [00:20:00] more to gain in terms of personalization and engaging. All right, so those are the three, those are the three primary functions of tags in ActiveCampaign.
I will be remiss to not mention under conditional content the ability for third parties to display conditional content. This is important because we live in a time and age with digital [00:20:30] marketing where membership communities and content being available to one level of user and hidden from the next. This is huge. This is big. This is one of the most profitable implementations a business can execute because it makes way for recurring revenue which is the bloodline of stable growth in business is recurring revenue. [00:21:00] So it is not uncommon for people to have a membership script integrated with ActiveCampaign that can then set permissions on content based on tags on the contact record.
All right, so can you imagine someone logs in and they’ve purchased product A but you have content and teasers that only show for people who have … You have the entire content that only shows for people who brought [00:21:30] product B but all product A buyers can see the teasers. Maybe it’s as simple as an image being grayed out instead of full color and when they click it, it says, “Hey, you don’t have access to this. Would you like access?” Right? So this is very important because these are … It’s important to stay up on the latest trends in digital marketing and growing a business online and membership plug-ins are definitely a growing trend. [00:22:00] With platforms like ActiveCampaign and that tight integration, allowing people to view content based on tags is … It puts them in the driver seat 100% and really empowers them to be able to cross sale, up sale and continue to sell to their existing customer base, all right.
By now, you should have a good understanding of tags, right? Hopefully, you’re freed [00:22:30] from feeling like you have to use them for everything or I use them for grouping when necessary, initiating actions when appropriate and conditional content when you can. That’s it, okay? As smart marketers, let’s start being more moderate with our usage of tags because in the next two installments, you’ll see there’s a way to do some of these other segmentation and stuff and making it more personalized with [00:23:00] custom fields and lists. So let’s leave room for that because when you use all three, I’m telling you, your life as a marketer will be one thousand times easier and more effective, okay? So just because you can add tags to any and everything, don’t do it.
In that vein, I will say just because you can name tags anything and everything, don’t do that either. Which brings me to the last section of [00:23:30] this podcast. That is naming your tags, coming up with a naming convention, all right? Naming your tags is so important, so very important because it may make sense to you right now in the moment, but a month or two out, if you don’t name, if you don’t have a naming convention that is consistent and easily understood, you’ll lose track of what you’re doing. [00:24:00] You’ll lose track of what you’re doing in your marketing. You’ll have to do a refresh. I don’t know about you, every moment I spend trying to recollect what I’m doing, I’m losing. That’s not time gain, that’s time lost, all right?
So what we’re going to do, what I’m going to do here in the final minutes I have you is I’m going to give you a standard naming convention. I have to qualify this by saying this by no means is the [00:24:30] most optimized way to name your tags. That’s up to you to decide. I’m providing a foundation to build on. Let me provide the foundation. Build whatever house you may, okay? It’s totally up to you and in fact, that maybe one of the biggest problems with marketing online right now is everybody’s trying to spoonfeed you that this has to be the way. No, this does not have to be the way. I’m going to give you a foundation and you build to whatever height, [00:25:00] whatever level, whatever width you would like. Are we okay with that? That sound good?
All right. So since you’re still listening, you agree with this, let’s go ahead to a basic naming convention for your tags all right? As I go through this, don’t forget that in ActiveCampaign, we have a notes area for your tags so you can add a description to your tags. So don’t just name them, also add the description. [00:25:30] Because you’re always preparing for growth and by growth, I mean at some point, you won’t be the one maintaining your application, perhaps somebody else will. Using notes for tags, just like using notes in automations, is an easy way to communicate what’s going on within your application especially if you have multiple users or planning to have multiple users, all right?
So before we go into the tagging, let me give you one last note and that is avoid using symbols whenever [00:26:00] possible, okay. I would highly encourage you, limit your symbol usage to hyphens, colons and underscores. Anything else, you run the risk of it having issues with the platform because symbols are interpreted differently in coding languages. For me, I’ve seen people use brackets, parenthesis, [00:26:30] slashes, forward slashes and back slashes, oh my gosh. Those things can all, depending on the application and how you’re using them, they can, they can cause issues. So we like to stay away from that because it’s not a platform issue, it’s more of a technology occurrence when you have code that is executing your software.
[00:27:00] This code is using the same symbols as you’re naming your tags by. The safest symbols to use when you are using them is … The safest symbols are hyphens, colons and underscores, all right? I’m going to give you this naming convention in terms of categories. If I were to categorize [00:27:30] tags and then under that category, we have multiple names. So a way you do this is have the name, the category hyphen and then the name of the tag. So let’s start with a source tag and more accurately, a source category for your tags, okay? We touched on this in our migration guide where we recommend that or more than likely [00:28:00] you’ll be applying this source tag when you’re importing from another platform to keep track of where your leads came from, where your leads originated from, okay.
What that would look like is you could have something like source-MailChant. Every contact with that tag we know came from MailChant, source-Infusionsoft, okay. Even more granular, we could say [00:28:30] source-MailChant list A. If we have three lists, we have list A, B and C, each one of those lists will show as a source tag inside of ActiveCampaign. Now, when ActiveCampaign, they can all be one prospect list and within that lists, they can have the tag that they came from MailChant list A, MailChant list B, MailChant list C, okay, that’s how your source tags will work. [00:29:00] These are tags that are not going to be applied as frequently as the rest.
So moving on the next category would be status, the status category. These tags, tags that are included in this category of tags. They are used to indicate a contact status in a process, right, if you ever what to know what they’ve done. So the updating of a status tag [00:29:30] or a status categorized tag is done with the result of an action taken, right. Some action your contact took and it changed their status. A very easy analogy is sleep and awoke, right? When at night whatever PM, I go to sleep, that is my status. At whatever AM, I wake, my status now is awoke. The status [00:30:00] changes based on what they do.
Very commonly, common implementations of this are when you want to track engagement, okay. Now, standard in ActiveCampaign, in the contact view, you see we have a status drop down and we provide some default statuses like if they’re active, unconfirmed, unsubscribed or bounced. You may want to go further than what we provide in your marketing. Maybe you’re handling [00:30:30] the confirmation or the deliverability of your lists on your own and you’re tagging people as confirmed or unconfirmed or unreachable, right? That’s what status tags would do.
Some example are you could have status-unconfirmed. You can have your own condition. ActiveCampaign, our condition for unconfirmed is when you have double opt-in enabled at the form level, someone sends, [00:31:00] someone submits their email but they don’t click on the link in the email that they received. They’re unconfirmed. Maybe your definition of unconfirmed is different so you’ve created a status tag, a status categorized tag, status-unconfirmed to represent that. Some other ones are status-30 days not engaged, status-60 days no purchase. You see how their status can [00:31:30] change. After 30 days you haven’t engaged, I’m tagging you.
Maybe that tag triggers off some other automation or notify somebody like, “Hey, I’ve got to warm lead going cold.” Right, the status-60 days no purchase. If you’re tracking lifetime customer value and normally within the first 60 days, most of your customers purchase and this one has a status that says I did not purchase, now you can do some action. But again, [00:32:00] I’m staying true to what I told you, when you apply a tag, expect action. Don’t just apply for record keeping. These are how tags that are categorized under status work.
It’s important to note here, these types of tags introduce a term call tag swapping. Very rarely can you have two tags [00:32:30] that are alike occupy one contact record. Heres what I mean, you’re either confirmed or unconfirmed but you cannot be both, right? So in the application of one, I have to remember to remove the other. This is important because if we’re tagging based on action and I don’t remove one, it could mess up my automation and personalized journey can get thrown off. [00:33:00] We’ll see benefits of times where custom fields can alleviate you from having to remember to do tag swapping, right? Then you see in my case will be made strongly why you need all three methods, all right?
So the next one are trigger. These are probably your most used tag category types because these tags do exactly what they say. They trigger action, [00:33:30] all right. These are tags that start automations, end automations, perhaps their go-criteria so they jump, they advance contacts to specific places and automations, okay. When we say trigger, essentially what I’m saying is a tag that’s categorized as a trigger, the tag has to exist in a new form [00:34:00] which means the contact has to go from, “I don’t have this tag to I have this tag,” okay. If you don’t do it that way, let’s say I have a trigger-new purchase. Once someone purchases the product, I apply that tag. I have an automation that says every time a purchase is made, do this.
Now, if this trigger tag is present and another purchase [00:34:30] is made, guess what’s not going to happen? That tag is not going to trigger again because trigger tags have to go from a state of not existing on a contact record to existing on a contact record to initiate anything, okay. So again, we’re back to the requirement or necessity of tag swapping and in this sense, we’re not swapping a trigger, [00:35:00] a tag categorized on a trigger with another, we’re swapping it with nothing, right. So it’s not uncommon for you to have a trigger/new purchase tag added. It starts the action, it starts the automation and then it’s immediately removed so that when it’s added again, that action can take place.
You see how these tags are different and how you categorize [00:35:30] them? I should the functionality of them differs? So you can start seeing, just by looking at your tag manager in ActiveCampaign which … The tags will help you understand what’s going on, which … What triggers you have, what statuses you have, right, sources. We cannot forget about third parties. Oftentimes, third parties will act as the trigger and they will apply the tag so you want to take that into [00:36:00] account, right, and you want to remove that tag within ActiveCampaign or some platforms allow you. They have the power to remove and add tags wherever you are adding the tag, just make sure you have the ability to remove it, all right?
Let’s jump into the customer side of things, all right? Here’s where I’m going to give you a strategy and framework. Don’t worry, if you’re [00:36:30] listening to this and you’re life, “Oh, I wish I was writing this down or I could just download,” check the resources, the related resources below this, ActiveCampaign.com/podcastepisode-8. All of the resources and downloads are available there for you to get and if there’s anything that you would like us to provide in the podcast, let us know, all right? But product tags are exactly what they say or I should say product categorized tags are exactly [00:37:00] what they mean, they sound like, when someone buys a product, they get a tag with that name, okay?
So if I bought an online class, I will get a tag that says product-online class. Or if I bought a sweatshirt, I would get product-sweatshirt. I would get product-sweatshirt. Now, in the first installment, we talked about having a prospect in the customer list. Now, everybody who is a customer, it doesn’t matter what they purchased is on my customer [00:37:30] list, right? But now, can go one level deeper and segmenting them by saying what product they purchased to become a customer or since they’ve been a customer. You see why I tell you tags are the … I mean, lists are the broadest tags are more segmented custom fields are even more segmented because it’s more permanent data. This is why because now you can use lists and tags [00:38:00] to get very targeted to not only customers but customers who brought products, right?
On the other end, if you’re one of those people that say, “You know what, I don’t use a customer list. I use a master in ActiveCampaign and I’m running everything off of that.” Well, somebody in that instance would have a global customer tag. For every product purchase, you would see the presence of two tags. One would be customer, [00:38:30] two would be the product that they purchased, right. It doesn’t matter, we’re never going to remove the customer tag unless they refund all of their products so it doesn’t matter that we’re applying the customer tag multiple times because it’s already there, it won’t trigger anything after the first time it’s applied, right?
So some examples of some other product tags are product-comic book, product-illustration pad, right? Product-action figures. [00:39:00] These are all products that someone has purchased in your business that you can keep track of, all right? Now, this last tag is kind of like a broad blanket. This is where you’re going to really want to flesh this out, right, and see what it looks like in your business. These are tags categorized as action tags, okay. These are linked to status related tags in a sense that they signify behavior that alters a context [00:39:30] status so what did you do to change your status to sleep? Well, I went to bed, right? What did you do to change your status to awoke? Well, I got out of bed, right?
But specific to business, these could be things like visited a checkout page or downloaded a whitepaper or attended a webinar. Those types of actions will change status. Now, what you name those … I’ve seen many conventions within that. So within [00:40:00] just the action alone, you could have download or category that’s downloaded into the name of the resource they downloaded or visited and in the name of the page they visited, right? But action, I’m taking the extra time to help you understand, action is more of broad blanket of any behavior that can be taken. We’re calling them action tags for simplicity sake. But you may, this is one of those things where you’ll probably swap out [00:40:30] the name or have multiple types of actions, action categories for your tags, right?
But you’ll want to know that as a rule of thumb, you’ll want to keep these types of categories in mind, right? The categories that fall outside of action, action is too broad, right? But keep those category in mind [00:41:00] when you’re doing so just so you have your … So you don’t get too far out from, “Hey, wait a minute. These are just supposed to be action. These tags are supposed to capture action that was taken that changed the status,” right? Like I said, some examples are action-attended event, action-visited checkout page, all right? So now you see just how versatile tags are in ActiveCampaign. [00:41:30] All right. They’re the cliff notes version. They tell a story, right? But they act, they also initiate processes.
With that, I want to leave all of you with a couple really good resources that will help you take your tagging implementation to the next level. These two resources provide a couple [00:42:00] different frameworks and approaches to naming your tags and keeping track of them and they just go deeper than what we’ve gone through. Remember, this is just the foundation. The first resource is from our very own Barry Moore. He is an avid ActiveCampaign user and one of the … And the creator of one of the most engaging and engaged groups, automation groups on Facebook called Automation Nation. Barry has created a ninja [00:42:30] tagging guide.
Barry will not only give you a naming convention but you’ll also receive a template that you can use and doctor up to adjust to your business needs and really get started easily as well as Daniel McClure’s tagging strategy for improved marketing automation, both of those resources will provide you with more details and specifics into how you can [00:43:00] name some of your … You can categorize some of your tags that perhaps we didn’t cover in this episode but they’ll all fall under the foundation that we laid. So those are couple of resources as I mentioned. They’re available in the related resources, ActiveCampaign.com/podcast/episode-8 and you’ll be able to download those easily and immediately.
Next week, [00:43:30] next episode, we’re going to be going over custom fields. Custom fields are often overlooked, misused and abused when it comes to personalizing or scaling the personalization of your marketing but that’s all going to change in the next where I provide you with the same strategies and frameworks I did with tags, with custom fields, and hopefully it will really open your eyes and your mind to how you can start using [00:44:00] these resources to get more targeted, segmented and personalized in your message. That will be the next episode and I’ll see you then.
Today’s episode is part two in our segmentation series where we’re doing a deep dive walkthrough with showing you how to scale your personalization. If you have not listened to the previous installment or any of our previous episodes, please subscribe to this podcast so [00:44:30] that you can not only access our previous episodes, but you’ll have immediate access to all future episodes. We’re available in iTunes, Google Play and Stitcher so that you can play us on any of your desktop or mobile devices. If you haven’t left us a five star review, please do so today. Whatever application you’re listening to, log in, give us five stars, give us a good review, let us know how this podcast has [00:45:00] helped your business. This is the ActiveCampaign Podcast, designed to help you propel and scale your business with marketing automation. I’ll see you in the next episode.