Tag contacts

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How do I tag contacts when they click a link in my campaign?

Tagging contacts when they click links within your campaigns is an essential feature in ActiveCampaign that allows businesses to track engagement and tailor communications effectively. This feature is particularly crucial for understanding customer interests and behaviors, enabling you to send more targeted and relevant emails based on specific actions taken by your contacts.

For example, if you tag a contact who clicks a link to watch a video, you can later reach out to these contacts with more video content or related offers. Similarly, tagging contacts who click on links to product pages can help you identify potential buyers and tailor your sales efforts accordingly.

To implement this feature, users must ensure that **link tracking** is enabled, allowing for actions to be logged when contacts interact with links embedded in emails.

How to Access This Feature

You can access the option to tag contacts by following these simple steps:

1. Log in to your ActiveCampaign account. 2. Navigate to the **Automations** section via the left menu panel. 3. From here, you can create a new automation which will allow you to set up tagging based on link clicks.

Step-by-Step Instructions

Follow these detailed steps to tag contacts when they click a link in your campaign:

1. In the left menu, click **Automations**. 2. Click the **Create an automation** button. 3. Select **Start from Scratch**, then click **Continue**. 4. A modal window will appear. Select the **Clicks a link in an email** trigger and click **Continue**. 5. Choose either the **Campaign** or **1:1 email** option according to the type of email you are using. 6. Use the dropdown menus to select the specific email and link that will trigger the automation. 7. Decide whether the automation should run **once** or **multiple times** based on your campaign needs. For more information about this option, see the [Run once vs. Run multiple times article](https://help.activecampaign.com/hc/en-us/articles/115000299724-What-is-the-difference-between-Runs-once-vs-Runs-multiple-times-). 8. Click **Save**. 9. In the automation builder, click the node (+) to add a new action. 10. A modal window will appear; select **Contacts** from the left menu and then click **Add a tag**. 11. In the field provided, type the tag you want to assign to contacts when they reach this step in your automation, then click **Save**. 12. To activate the automation, click **Active** in the top right corner of the screen. Ensure the automation is turned on so that the tagging will occur as configured.

Configuration Options and Settings

When setting up tagging for contacts who click links in your campaign, several important configuration options come into play:

- The type of **trigger**: You can specify triggers based on either **Campaigns** or **1:1 emails**. - The selection of the **specific email** and **link**: This allows you to define which interactions will lead to tagging. - The choice of whether the automation should run **once** or **multiple times**: Depending on your requirements, this helps manage how often contacts can receive tagging actions. - The **tag** itself: Customizable text that represents the specific action taken by the contact; this is crucial for effective engagement tracking.

Best Practices and Tips

To maximize the effectiveness of tagging contacts in your campaigns:

- Use specific and meaningful tags that reflect the interests or actions of your contacts. This makes ease of segmentation and targeted communication more efficient. - Regularly review your tagged contacts to adjust your marketing strategies based on their interactions and needs. - Combine tagging with targeted follow-up automations. Once tagged, contacts can automatically enter into further journey stages tailored to their interests. - Test different templates and triggers to find the optimal method for tagging that aligns with your overall marketing strategy.

Common Use Cases

- **Video Marketing**: Tag contacts who click a link to a video to gauge interest levels in video content. - **Product Promotions**: Tag contacts who click links to specific products on your website, allowing you to follow up with related offers or information. - **Event Participation**: Tag contacts who show interest by clicking registration links for webinars or marketing events. - **Feedback Collection**: Tag contacts who click links to surveys or feedback forms to streamline follow-ups and analyze responses effectively.

Troubleshooting

If you face issues while tagging contacts when they click a link in your campaign, consider the following troubleshooting steps:

- Ensure that **link tracking** is enabled. Without this feature, tagging actions will not be executed. - Double-check if the correct **email** and **link** are selected in your automation setup. - Verify that the automation is marked as **Active**. If it’s turned off, no tags will be applied upon link clicks. - Review your tagging strategies to ensure they align with your overall marketing objectives. Ineffective tagging may hinder your ability to draw analytical insights.

Related Features

For further insights and functionality, explore the following features:

- Automations: Explore how to set up and manage your overall automation efforts. - Link Tracking: Understand the critical role of link tracking in email campaigns. - Email Marketing: Get more information on crafting emails that convert.

FAQ

What is the purpose of tagging contacts?

Tagging helps in identifying contact interests and engagement levels, allowing for targeted marketing efforts.

How do I check if my tags are effective?

Monitor the performance of tagged contacts by analyzing their responses to follow-up campaigns.

Can I tag contacts multiple times?

Yes, you can configure your automation to allow tagging more than once based on the defined criteria.

What happens if I forget to enable link tracking?

Tags will not be applied to contacts, as the system needs link tracking enabled to log click actions.

Are there restrictions on tag names?

It’s best practice to use unique and clear names for tags to prevent confusion and improve contact segmentation.

Can I remove tags once they are added?

Yes, tags can be removed if they are no longer relevant or if there has been a change in the contact's behavior.

What types of tags can I create?

You can create any tags that suit your marketing goals, such as interest-based tags, event participation tags, or demographic-based tags. ```