Tags

```mediawiki Navigation: Main_Page > Contacts > Organizing > Tags

How can I use tags to keep my contacts organized?

Tags in ActiveCampaign are a powerful feature that allows users to efficiently manage and organize their contacts. This feature serves as a flexible categorization system, enabling users to label contacts based on various aspects of their relationship or engagement with the business. By effectively utilizing tags, businesses can ensure their marketing efforts are targeted and relevant, leading to improved engagement rates and better overall communication with their audience.

Introduction

Tags serve as a dynamic organizational tool that categorizes contacts based on specific criteria. For example, tags can be used to indicate:

• The stage of the customer lifecycle (e.g., potential lead, current customer).
• Important behaviors, such as when a contact submits a form.
• Product interests, enabling personalized communication.
• Lead sources, providing insights into how contacts were acquired.
• Advocates or promoters, identifying loyal customers who may refer others.

Utilizing tags not only helps in organizing contacts but also enhances the effectiveness of marketing campaigns. Tags can be utilized to create segments for targeted email campaigns, make automated decisions based on contact behavior, and even personalize content dynamically based on the tags assigned to each contact.

How to access this feature

To start using tags in ActiveCampaign, navigate to the Contacts section of your account. From there, you can view all your contacts, and any existing tags can be accessed and managed directly from the contact records. You can access tags primarily through the contact's profile or during the automation setup process.

Step-by-step instructions

Follow these steps to add tags to your contacts:

1. **Adding Tags Manually**:

  - Go to the Contacts section.
  - Select the contact you wish to tag.
  - In the contact’s profile, find the Tags section.
  - Click on the Add a tag button and enter the desired tag.
  - Hit Save to apply the tag.

2. **Using Automation Actions**:

  - Create or edit an automation.
  - Add an automation action by selecting Add tag from the action options.
  - Specify the tag you wish to apply, then save your changes.

3. **Tagging Through Form Submissions**:

  - When creating or editing a form, go to the Actions tab.
  - Select the option to add a tag and specify which tag to apply upon form submission.
  - Save the form.

4. **Link Actions**:

  - In your email, you can create a link that adds a tag when clicked.
  - Choose the link action, select Add Tag, and specify the contact tag.

5. **Bulk Editing**:

  - Navigate to the Contacts overview.
  - Select multiple contacts using the checkboxes.
  - Click on the Edit button and choose Add tags from the dropdown menu, then input the tag names.

6. **Using the API**:

  - Developers can also add tags through the ActiveCampaign API using the contact tags endpoint.

Configuration options and settings

Within the tagging system, users can configure several options to maximize effectiveness:

• **Managing Tags**: You can edit or delete existing tags in the Tags section of the contacts settings.
• **Tagging Rules**: Establish rules in automation that dictate when and how tags are applied based on contact behaviors.
• **Syncing Tags**: Ensure that tags remain consistent across different platforms by utilizing integration settings as needed.

Best practices and tips

To effectively use tags in ActiveCampaign, consider the following best practices:

• **Keep Tags Meaningful**: Use clear and concise naming for tags that describe the type or purpose of the tag.
• **Limit Overlapping Tags**: Avoid creating redundant tags that convey similar meanings to keep your system organized.
• **Regularly Review Tags**: Periodically review and clean up tags to maintain an organized contact database.
• **Use Tags for Segmentation**: Enhance your email marketing strategy by utilizing tags to create focused segments of contacts for your campaigns.
• **Leverage Tags for Automation**: Utilize tags to customize automation sequences and content personalization based on contact behavior and preferences.

Common use cases with examples

Tags can be employed in several scenarios to improve contact management and communication:

• **Customer Lifecycle Tracking**: Tagging contacts as "New Lead," "Active Customer," or "Churned" can help tailor communications at different stages.
• **Behavioral Insights**: Use tags such as "Form Submitted" or "Event Attendee" to trigger targeted follow-up campaigns.
• **Product Interest Segmentation**: If a contact expresses interest in a specific product, tagging them with that product's name can help deliver relevant content in future campaigns.
• **Targeting Advocates**: Tagging loyal customers as "Advocates" can assist in identifying potential brand ambassadors who may refer your services.

Troubleshooting

If you encounter issues with tagging in ActiveCampaign, consider the following troubleshooting steps:

• Verify that you have the appropriate permissions to add or edit tags within your account.
• Ensure that you are following the steps correctly for applying tags according to the method you choose (manual, automation, etc.).
• Check for any typos in tag names if you're unable to find existing tags.
• Review your automation settings to ensure no conflicts are preventing tags from being applied as expected.

Related features

In addition to tags, there are several related features that enhance contact organization:

• Segments: Create targeted groups of contacts based on specific characteristics or behaviors.
• Custom Fields: Add tailored fields to gather unique information about your contacts.
• Contact Lists: Organize contacts into various lists for bulk emailing or management purposes.

FAQ

What are tags in ActiveCampaign?

Tags are labels used to categorize and organize contacts based on various attributes or actions.

How can I add tags to a contact?

Tags can be added manually, through automations, link actions, form actions, bulk editing, or via the API.

Can I remove a tag from a contact?

Yes, you can remove tags from a contact by going to their profile and selecting the option to delete the desired tag.

Are there any limitations on the number of tags I can create?

There is no specified limit on the number of tags you can create, but it is best practice to maintain a manageable number of meaningful tags.

How do tags affect automation in ActiveCampaign?

Tags can be used as triggers or conditions within automations, enabling tailored workflows based on contact engagement or status.

Can I use tags for reporting?

Yes, tags can be utilized to analyze contact behaviors and interactions, providing insights into marketing effectiveness.

What happens to tags if I delete a contact?

If a contact is deleted, all associated tags will also be removed from your account.

By utilizing tags strategically within ActiveCampaign, users can streamline their contact management and enhance their overall marketing effectiveness. ```