Ways to use tags

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Ways to use tags in your ActiveCampaign account

Tags are a fast and flexible way to indicate a contact's status or to show that they are part of a specific group within your ActiveCampaign account. You can think of tagging as placing a contact into multiple folders. This feature is critical for personalization and segmentation, as tags allow you to refine how you communicate with your audience based on their interactions and attributes.

This article will guide you through various ways to effectively utilize tags in ActiveCampaign, ranging from creating segments to triggering automations, helping you optimize your marketing efforts.

How to access this feature

To access the tagging feature in your ActiveCampaign account, navigate to the Contacts section, where you can view, create, and manage tags associated with your individual contacts. You may also find it beneficial to explore additional aspects of your contact management system within this section.

Step-by-step instructions

Here are simple steps to implement the various uses of tags in your ActiveCampaign account:

1. **Creating Tags**:

  - Go to the Contacts section.
  - Click on a contact's profile to view their details.
  - Locate the tags section in the contact details and click on Add Tags.
  - You can create new tags or apply existing ones by typing them in the text box and selecting from the suggestions.
  - Save your changes.

2. **Using Tags to Create Segments**:

  - Navigate to Contacts > Segments.
  - Click on Add New Segment.
  - Define your criteria by selecting Tags as a condition.
  - Choose the desired tags to segment your contacts, and click Save.

3. **Triggering Automations**:

  - Go to the Automations section.
  - Click on Create an Automation or select an existing one.
  - Add a trigger that specifies when a contact is tagged or untagged.
  - Set additional actions based on your requirements.

4. **Using Tags in Automation Actions**:

  - While creating or editing an automation, select the appropriate steps to include or exclude contacts based on their tags.
  - For example, in a wait step or an If/Else statement, specify the conditions tied to the tag.

5. **Adjusting Contact or Deal Scores**:

  - If applicable, integrate scoring adjustments based on tags by accessing the automation and setting the scoring conditions.
  - Modify Lead or Deal Scores whenever a tag is added or removed.

6. **Creating Conditional Content**:

  - While designing an email campaign, you can create conditional content based on tags.
  - During the email composition process, select the option to show or hide specific content blocks according to contact tags.

Configuration options and settings

Tags can interact with various features within ActiveCampaign. Here are the primary configurations you should consider:

- **Segments**: Utilize tags for creating advanced segmentations of your contacts. - **Automations**: Set triggers and conditions based on tags for automations to run when contacts are tagged or untagged. - **Contact and Deal Scores**: Adjust these scores dynamically by adding or removing tags. This is available for users on Marketing and Sales Plus, Professional, and Enterprise plans. - **Conditional Content**: Configure emails to display varying content based on your contacts' tag status, available on Marketing Plus, Professional, and Enterprise plans.

Best practices and tips

- Make sure to organize your tags logically; create a naming convention for easy identification and management. - Regularly review your tags to eliminate any that are no longer needed, as this helps in maintaining a clean and efficient tagging system. - Use tags in combination with other features, such as custom fields and segments, to create a more comprehensive understanding of your contacts. - Take advantage of conditional content to enhance the relevance of your messaging based on the preferences or behaviors indicated by tags. - Prioritize accuracy when applying or removing tags to ensure that automation and segmentation work as intended.

Common use cases with examples

1. **Segmenting Email Lists**: Use tags to categorize contacts based on interests or purchase behaviors. For instance, tagging all contacts who attended a specific webinar allows you to easily send follow-up content related to that event.

2. **Automated Workflows**: Trigger an automation when a contact is tagged with "Newsletter Subscriber" to initiate a welcome series. This personalizes their experience immediately upon opting in.

3. **Content Personalization**: In an email, if a contact is tagged with "VIP Customer," you may want to show them exclusive offers while hiding general promotions aimed at all subscribers.

4. **Sales Follow-ups**: When a contact is tagged with "Lead Qualified," your sales team can prioritize their outreach efforts, utilizing this classification to tailor their approach based on the lead's readiness.

Troubleshooting section

- **Tag Not Appearing**: If you cannot find tags that you've added, verify that you are viewing the correct contact profile. Refresh the page to ensure recent changes are visible. - **Automation Not Triggering**: If an automation isn't triggering based on a tag change, double-check that the conditions set are accurate and that the correct tags are applied. - **Conditional Content Not Displaying**: Ensure you have correctly selected the appropriate tags in the email composer. Conditional content will only show/hide based on the tags that are assigned at the time the email is opened.

FAQ

What are tags?

Tags are labels you can assign to contacts to categorize and organize them into groups, helping you to manage your communications effectively.

How can I create a new tag?

You can create a new tag by going to a contact’s profile, finding the tags section, and clicking on Add Tags, where you can type the new tag's name.

Can I delete tags?

Yes, you can delete tags from a contact’s profile or within the tags management section by selecting the tag and opting to remove it.

How do tags improve segmentation?

Tags enable you to create targeted segments based on specific characteristics or behaviors, allowing for more tailored marketing strategies.

Can tags affect scoring?

Yes, tags can be configured to increase or decrease a contact's Lead or Deal Score when they are added or removed, impacting your overall score evaluation.

Are there limits to the number of tags I can create?

While ActiveCampaign allows for a significant number of tags, it’s best practice to keep your tagging system organized to avoid confusion.

Where can I learn more about using tags?

You can visit the ActiveCampaign guides for more in-depth information on tags, such as the article titled "What are Tags?" for further learning. ```