Description
You can create segments based on actions by tagging contacts. When you tag a contact, you update their profile in real-time. For example, if your subscribers click on certain email links, you can tag them with specific labels.
In essence, your email contacts can be classified according to your segmentation needs by creating tags. You can also tag subscribers based on other actions, like how they interact with your products. We'll show you how to create and use tags in this article, as well as how to do it for your entire contact list.
Why It's Important
Tags are a powerful tool for advanced segmentation in email marketing. They allow you to categorize contacts based on their behavior, preferences, and interactions with your campaigns in real-time. This granular level of organization enables you to send highly targeted campaigns to specific groups, improving engagement rates and conversions. Tags also help you track customer journey stages, automate workflows based on subscriber actions, and maintain a clean and well-organized contact database that scales with your business.
Step-by-Step Instructions
Here's how to create and use a tag.
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Go to Audience then Tags
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Open the menu and enter the name of your new tag
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Click Create 1 tag
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Your tag is now created! You can close the menu
How to Tag a Contact
To use a tag, follow these steps:
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Go to Audience then Contacts
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Select your contact list
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Check the circle next to the email address you want to tag
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The bottom of the page will display a new menu. Select Add or remove tags from the Actions menu
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Choose the tag you want to use and click Tag. Alternatively, you can create a tag directly in this menu
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When you've selected the tag, click Done
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It's that simple, your contact is now tagged!
Segmenting Your Contacts When Importing a List
It's also possible to include a label when importing your contact list, thus automatically segmenting the list during import.
If you already have a segment based on a label, you can select that segment during the import process, and each contact in the list will automatically be added to the segment.
You can also create a new label or add an existing label to all your contacts during the list import validation step for future use.
How to Import Existing Tags
If you're already using tags in another email service, you can import your list with tags separated by ",". During the import process, tags will be created individually.
Troubleshooting
Tags don't appear in tag library
- Refresh the page after creating tags
- Check for duplicate tag names
- Make sure tags were saved correctly
- Log out and log back in to refresh the view
Unable to add tags to contacts
- Check that contacts are selected (box checked)
- Verify tags exist in the library first
- Make sure you have permission to edit contacts
- Try tagging one contact at a time
Tags not importing with contacts
- Include tags in a dedicated CSV column
- Use comma separation for multiple tags
- Create tags in library before import
- Check that import mapping includes tag column
Unable to create new tags
- Check for special characters in tag names
- Make sure tag names aren't too long
- Verify you haven't reached tag limits
- Try creating tags directly from tag library
Tags not working in segments
- Allow time for tags to be processed after adding
- Make sure tags are spelled correctly in segments
- Check that tagged contacts are in the correct list
- Refresh segment after tagging contacts
Bulk tagging fails
- Reduce number of selected contacts
- Check for timeout issues with large batches
- Make sure all selected contacts are active
- Try tagging in smaller groups of 500 or less
Related Articles
- Create a segment - Alternative targeting method
- Manage contacts - Organize your contacts
- Add attributes to your list - Additional contact data
- Create and manage a contact list - List management basics
- Import contacts - Tag contacts during import