When a tag was added

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How can I see when a tag was added to a contact?

Tags are a powerful organizational tool within ActiveCampaign, allowing users to categorize and segment their contacts based on specific criteria. However, it can often be crucial for users to know not just which tags have been assigned to contacts, but also when those tags were added. This article outlines how you can effectively track when a tag was added to a contact through the use of automation and notes.

Introduction

The ability to see when a tag was added to a contact is important for various reasons. It helps in tracking the engagement levels and actions taken by contacts over time. Understanding the timeline of tag additions can also improve decision-making and strategy when it comes to future communications. While ActiveCampaign does not timestamp the tags themselves, this feature allows users to create notes that log when a tag was added, giving them valuable insights into their contact management.

How to Access This Feature

To utilize this feature, you will need to navigate to the Automations overview page within your ActiveCampaign account. The instructions provided below detail how you can set up an automation to timestamp tag additions using notes.

Step-by-step Instructions

Follow these detailed steps to configure your automation to monitor when tags are added:

1. Navigate to the Automations overview page.
2. Locate the automation you wish to edit that contains the tag you want to timestamp, and click Edit to open it.
3. Find the node directly underneath the Add Tag action or the Tag is added trigger in your automation sequence.
4. A modal titled Add new action will appear. Click on the Contacts option within this modal.
5. Next, select the Add note option from the list of actions you can add.
6. In the note field, type the following: “X tag added,” replacing “X” with the relevant tag. For instance, if you want to track when the tag Interested was added, you would enter: “Interested tag added.”
7. After entering your note, click Save to maintain your changes.

Now, each contact that encounters this Add note action within your automation will have a timestamped note added to their account indicating when the specified tag was added.

Configuration Options and Settings

To effectively make use of this feature, pay attention to the following configuration options:

• Automation overview page - This is where you can manage all your automations.
• Add Tag action - The trigger that initiates when a specific tag is added to a contact.
• Add note option - This action allows you to create a note that will log the tag addition.
• Note field - This is where you will input your custom message for recording the tag addition.

Remember that you will need to repeat these steps for each individual tag you wish to track, as each one requires its own Add note action.

Best Practices and Tips

• When naming your notes, consider including the date or context for better clarity on when and why the tag was added.
• Regularly review your automations to ensure they are accurately recording when tags are assigned. This can improve data accuracy over time.
• Create a standard convention for note entries so all users understand how tag history is logged.

Common Use Cases with Examples

1. **Lead Scoring**: When tracking potential leads, using the timestamp can help identify when a lead becomes more engaged through tag additions. For example, if the tag Qualified Lead is added, a note can help indicate the time this critical change occurred.

2. **Event Follow-up**: After an event, the addition of a tag such as Attended Webinar can be timestamped to assess follow-up communication effectiveness and strategies.

3. **Marketing Campaigns**: Tags added during specific marketing campaigns can be logged to track engagement over the course of the campaign and to evaluate resultant actions.

Troubleshooting

If you encounter difficulties while setting up the automation to track tag additions, consider the following:

• **Check Automation Status**: Ensure your automation is active and the settings are configured correctly.
• **Verify Tag Actions**: Make sure that the correct tags are assigned and that your automation includes the respective Add note action.
• **Look at Timing**: If notes are not appearing, double-check the sequence to ensure that contacts are indeed passing through the node that triggers the note creation.

Related Features

For more detailed information and capabilities related to the automation feature, consider exploring the following:

• Automations
• Tags
• Notes

FAQ

Q1: Are tags timestamped directly in ActiveCampaign? A1: No, ActiveCampaign does not timestamp the tags themselves. You can only track when tags are added by using notes within automations.

Q2: Can I create segments based on when tags were added? A2: No, it is not possible to create segments or advanced searches using notes or the date when tags were added.

Q3: Do I need to set up a new note for every tag? A3: Yes, you need to manually add an Add note action for each tag you want to track the addition of.

Q4: Can I edit the notes once they are created? A4: Yes, once the notes are created, you can edit them through the contact's activity feed in their profile.

Q5: Are there any limits to the number of notes a contact can have? A5: There is no specific limit to the number of notes you can add to a contact, though keeping them concise is recommended for easy management.

Q6: Will this feature work in all ActiveCampaign plans? A6: Yes, this feature is available for all plan types, including Starter, Plus, Pro, and Enterprise.

By utilizing this guide, you can effectively monitor when tags are added to contacts in ActiveCampaign, enriching your contact management strategy. ```