Imagine having the power to effortlessly manage and organize your online business with just a few simple clicks. With the innovative tags feature, you can unlock the true potential of your business and take it to new heights. Whether you’re a seasoned entrepreneur or just getting started, these tags will revolutionize the way you run your business. From segmenting your audience to automating your marketing campaigns, the possibilities are endless. Say goodbye to the days of manually sorting through endless lists and hello to a streamlined and efficient system that will save you time and energy. Get ready to unleash the full potential of tags and watch your business soar.

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What are Tags? Tags are a powerful feature that allows you to categorize and organize your contacts within the system. Tags are like labels that you can assign to your contacts, making it easier for you to manage and segment your audience. With tags, you can effectively personalize your communication, automate your marketing campaigns, and track your customers’ journey through your sales funnel.


In simple terms, Tags are labels that you can assign to your contacts in order to categorize and organize them based on specific criteria. These tags can be used to segment your audience, personalize your communication, and automate your marketing actions.


The main purpose of Tags is to provide you with a flexible and efficient way to manage your contacts. By assigning tags to your contacts, you can easily filter and segment them based on various characteristics such as interests, purchase history, engagement level, and more. This allows you to tailor your communication and marketing campaigns to specific segments of your audience, improving your chances of converting leads into customers.

Benefits of Using Tags

Using Tags offers several benefits that can significantly enhance your contact management and marketing efforts. Let’s explore some of the key benefits below.

Organize Contacts

One of the primary benefits of using Tags is the ability to organize your contacts effectively. By assigning tags to your contacts, you can easily sort and filter them based on different criteria. Whether you want to categorize contacts by interests, locations, or any other specific characteristic, tags allow you to keep your contact list organized and easily searchable.


Tags play a vital role in segmentation, which is a crucial aspect of successful marketing. By categorizing your contacts with relevant tags, you can create targeted segments that align with your marketing objectives. For example, you can create tags based on product preferences or purchase history. This segmentation allows you to send personalized messages and offers to specific groups, increasing the effectiveness of your marketing campaigns.

Personalization Tags enable you to personalize your communication with your contacts. By segmenting your audience using tags, you can send tailored messages that resonate with each group’s interests and needs. Personalization can significantly enhance the customer experience and build stronger relationships with your contacts, leading to higher engagement and conversion rates.

Automation Tags integrate seamlessly with the platform’s automation features. You can set up automated actions triggered by specific tags, saving you time and effort in manual tasks. For example, you can create an automated email campaign that sends targeted messages to a specific tag group when they perform a certain action. Automation using tags allows you to deliver timely and relevant messages without needing to manually execute each action.

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How to Create Tags

Creating Tags is a straightforward process that can be done within the platform. Let’s explore the steps to access and create tags.

Accessing the Tags Feature

To access the Tags feature in, follow these simple steps:

  1. Login to your account.
  2. Navigate to the Contacts section in the main menu.
  3. Click on the “Tags” tab.

Once you are in the Tags section, you can start creating and managing your tags.

Creating Tags

To create a new tag, follow these steps:

  1. Click on the “Add tag” button.
  2. Enter a name for the tag. It is recommended to use descriptive names that clearly define the criteria for the tag.
  3. Optionally, you can assign a color to the tag for easy visual identification.
  4. Click “Create” to save the tag.

You can create as many tags as needed to organize and categorize your contacts effectively.

Best Practices for Using Tags

To make the most out of Tags, it is essential to follow some best practices. These practices will help you maintain a well-organized contact list and efficiently utilize the tagging system. Let’s explore some of the best practices below.

Use Descriptive Tags

When creating tags, it is crucial to use descriptive names that clearly define the criteria for the tag. This will make it easier for you to identify and filter contacts based on specific characteristics. For example, instead of using a generic tag like “Customers,” consider using tags like “High-value Customers” or “First-time Buyers.” Descriptive tags will help you quickly identify the right segment for your marketing campaigns.

Consistent Tagging System

Maintaining a consistent tagging system is important to ensure efficient contact management. Establish a set of guidelines and naming conventions for creating and assigning tags. This will ensure that your tags are consistent across your contacts and campaigns, making it easier to filter and segment your audience effectively.

Regular Review and Update

Keep your tagging system up to date by regularly reviewing and updating your tags. As your contacts and campaigns evolve, some tags may become obsolete or need modification. Regularly reviewing your tags will help you maintain a clean and relevant tagging system, improving the accuracy and effectiveness of your segmentation efforts.

Combine Tags for Advanced Segmentation

To create more sophisticated segments, consider combining multiple tags. By applying multiple tags to a contact, you can create segments that align with specific criteria from different tags. This advanced segmentation allows for highly targeted marketing campaigns and personalized communication, resulting in better engagement and conversion rates.

Using Tags for Contact Management Tags can be used in various ways for effective contact management. Let’s explore some practical applications of tags in organizing and categorizing your contacts.

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Categorizing Contacts

Tags can be used to categorize your contacts based on different characteristics. For example, you can create tags to categorize contacts by their interests, geographic location, or level of engagement. This categorization allows you to easily filter and find specific groups of contacts when needed, simplifying your contact management process.

Tagging Based on Interactions

Tags can also be used to track and categorize contacts based on their interactions with your website, emails, or other marketing channels. For example, you can create tags to identify contacts who have made a purchase, opened a specific email, or visited a particular page on your website. These tags can then be used to create segments for targeted marketing campaigns and personalized communication.

Tracking Customer Journey Tags are an excellent tool for tracking your customers’ journey through your sales funnel. By assigning tags at different stages of the customer journey, you can track and analyze how contacts progress through your funnel. This data can help you identify areas for improvement and optimize your marketing strategies to guide contacts towards conversion.

Segmentation Techniques with Tags

Segmentation is a powerful marketing technique that allows you to divide your audience into specific groups or segments based on shared characteristics. Tags provide the framework for effective segmentation. Let’s explore some segmentation techniques that can be implemented using Tags.

Demographic Segmentation

Demographic segmentation involves segmenting your audience based on demographic criteria such as age, gender, location, or occupation. By assigning tags to contacts that capture these demographic details, you can create segments that allow for targeted marketing campaigns tailored to specific demographics.

Behavioral Segmentation

Behavioral segmentation involves segmenting your audience based on their behavior, actions, or engagement. Tags can be used to assign tags to contacts based on specific actions, such as website visits, email opens, or downloads. This allows you to create segments of contacts who have exhibited particular behaviors, enabling you to target them with relevant messages and offers.

Engagement-based Segmentation

Engagement-based segmentation involves dividing your audience based on their level of engagement with your brand. By assigning tags to contacts based on their interaction frequency, time spent on your website, or social media activity, you can create segments that reflect different levels of engagement. This segmentation can help you tailor your communication and marketing efforts to maximize engagement and conversion rates.

Personalization Strategies using Tags

Personalization is a key ingredient for successful marketing. Tags can be leveraged to implement various personalization strategies that enhance the customer experience and increase engagement.

Customized Communication

By utilizing Tags, you can send customized communication to specific segments of your audience. By tailoring your messages to address the specific interests, needs, or preferences of each segment, you can significantly increase the relevance and impact of your communication. Whether it’s through email marketing, social media campaigns, or website content, personalized communication helps build stronger connections and fosters trust with your contacts.

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Tailored Offers and Promotions Tags can be used to create segments based on purchase history, interests, or engagement level. This allows you to send tailored offers and promotions to specific groups of contacts, increasing the chances of conversion. For example, you can create tags for contacts who have purchased a particular product and offer them complementary products or exclusive discounts. Tailored offers and promotions based on Tags can greatly improve your ROI and overall marketing effectiveness.

Automation and Tags

Automation is a game-changer when it comes to marketing efficiency. Tags seamlessly integrate with the platform’s automation features, allowing you to automate your marketing actions based on specific tags.

Automated Email Campaigns

You can set up automated email campaigns that are triggered by specific tags. For example, when a contact is tagged as a “New Subscriber,” you can automatically send them a welcome email series. Similarly, when a contact is tagged as a “High-value Customer,” you can trigger a personalized thank-you email with a special offer. Automated email campaigns using Tags allow you to deliver targeted messages at the right time, nurturing leads and maximizing conversions.

Triggered Actions Based on Tags Tags enable you to trigger specific actions based on the tags assigned to your contacts. For example, when a contact is tagged as “Abandoned Cart,” you can trigger an automated action to send them a follow-up email with a special offer to encourage them to complete their purchase. By setting up triggered actions based on tags, you can deliver relevant and timely messages to your contacts, enhancing their experience and driving conversions.

Examples of Tags in Action

Let’s take a look at a couple of examples to see how Tags can be used effectively.

E-commerce Example

Imagine you run an e-commerce store selling clothing and accessories. You can use Tags to categorize your contacts based on their preferences and purchase history. For instance, you can create tags like “Men’s Apparel,” “Women’s Apparel,” or “Accessories.” By tagging your contacts according to their interests and purchases, you can send targeted product recommendations, exclusive discounts, or promotional offers to specific segments, increasing the chances of conversion.

Membership Site Example

Suppose you manage a membership site with different membership levels. Tags can help you effectively manage and personalize the members’ experience. By assigning tags to contacts based on their membership level, you can send customized content, resources, or exclusive offers to each segment. Additionally, you can automate actions based on tags to trigger specific onboarding sequences, membership renewal notices, or upgrade promotions. Tags allow you to deliver a personalized and seamless membership experience to each member.

Conclusion Tags are a powerful tool that can revolutionize your contact management and marketing efforts. By effectively categorizing and organizing your contacts, you can leverage the full potential of personalization, segmentation, and automation. Implementing best practices and utilizing Tags will enable you to deliver targeted messages, engage your audience, and achieve higher conversion rates. Embrace the power of tags and unlock new possibilities for your business with

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