Tags can be used to group your contacts and indicate their status. You might use tags to indicate:
Once you've placed tags, you can use them to:
Tagging is an important aspect of marketing automation. Its strength
is its flexibility and how quick and easy it is to either add or remove a
tag. Tags can be added by automations, forms, link clicks,
integrations, API calls, and manually.
Tagging's strengths can also become its weaknesses. It is so easy to create tags, that you might do it without much thought, so you end up with a lot of tags that you aren't using and have very little meaning or value. Or, you might create a tag at some point on a whim and then, months later, have absolutely no idea why you created it. Unless you are careful, tagging can become more confusing than helpful.
Following a few simple best practices can help you maintain an organized tagging system so that your tags can be leveraged to improve your marketing automation rather than hinder it.
Tagging best practices:
Plan your tagging system:
What tags do you need and how will you use them? This is an important
question to ask yourself for two reasons. First, it will prevent you
from creating tags simply to create tags. As marketers, we become
collector's of data but more data isn't always better. If you aren't
going to use a tag, its existence only complicates things. Second, when
you see the tags you're going to create, it helps you identify and
define a logical structure.
For instance, you might decide that you want to tag your customer's by the category of product that they purchased so that you can upsell, crossell, and downsell post-purchase. You might decide that it is logical to have a structure like:
Customer - Camera
Customer - Lens
Customer - Storage
Customer - Accessories
Error on the side of simplicity... but be descriptive:
Some people like to use acronyms and codes in their tags because it
creates a shorter, prettier tag. The downside is that tags become
cryptic and difficult to decode. If you choose to do this, be sure that
you use the description feature of the Tag Manager to clearly document
what the tag's purpose is and what it means.
Even though your tags may become longer, it's good practice to make them as straightforward as possible. For instance, “Visited pricing page” might be a fine tag. You know exactly what it means and you'll never forget.
Prune your tags regularly:
Even with a plan, you'll probably find that your list of tags continuously expands. Make a point of regularly reviewing your tags and removing the tags that are redundant or unnecessary. The Tag Manager makes it easy to see all your tags, delete them, and merge duplicates into a single tag.
Some people use brackets:
Some people use colons:
Interest - Content - Videos
You are able to use any special character so choose whatever notation style makes the most sense to you.
You might use a naming convention to categorize your tags. For
instance, you might have a group of tags that indicates different
[ACTION] Downloaded whitepaper
[ACTION] Clicked link
[ACTION] Opened campaign
[ACTION] Visited web page
Or, you might have tags that indicate product and content interests:
Interest - Product - Cameras
Interest - Product - Storage media
Interest - Content - Lenses
Interest - Content - How to
You can apply tags immediately when links are clicked in your campaigns using the Link Actions feature.
You can apply tags within automations using the “Add tag” action.
You can apply tags when an Email Markerter generated form is submitted by adding a “Add tag” action to a form.
You can add tags manually to groups of contacts with the Bulk Editor or individual contacts from the Contact Record.