You can use contact tags to create flexible audience segments based on behavioral patterns, preferences, or custom business criteria that go beyond basic demographic data. This enables more relevant messaging by allowing you to target specific groups based on actions, interests, or lifecycle stages, typically leading to better engagement rates and campaign performance.
Contact Tags also streamline your workflow by automatically triggering journeys and actions when contacts meet specific criteria, helping you deliver timely, personalized communications that enhance subscriber interaction.
These tags can also be used to classify contacts based on your requirements. You can create as many tags as you need, and a single contact can be assigned multiple tags.
Usage Scenario
The following are a couple of popular use cases of how the contact tags can be leveraged when used with other features:
- One of the popular use cases of contact tags is creating segments using the Tags condition. This condition in the segment fetches contacts that have been assigned specific contact tags within a specified date range.
- Another use case for contact tags is to use tag event triggers and change tag actions available in automation. If we create a workflow based on the Tag Event trigger, it will run as soon as a new contact is added to the tag or a contact is removed from it. The Change Tag element under Actions will change the tags of the contacts involved in the workflow.
Managing Contact Tags
You can manage your contact tags from the contact tags index page. To access its index page, head over to CDP and then select Contact Tags from the navigation panel.
On this page, you can create a new tag, import contact tags, view a list of contacts featured within the tags, and delete the tags.
Click on the tag name to explore its details and the journeys in which the tag is used.
Creating a Contact Tag
A new contact tag can be easily created by providing a name for it.
- On the contact tags index page, click on the New Tag button.
- Then, on the new tag dialog box, enter a tag name and click on Create. Your contact tag is created and becomes visible on the contact tags index page.
Importing Contact Tags
Perform the following steps to import the contact tags:
- On the contact tags index page, click on the Import Tag button.
- On the import contact tags dialog box, choose the file containing the contact tags. Optionally, you can download a sample template and enter your list of contact tags in it. The file size limit is 128 MB, and the supported file formats are .csv and .zip, respectively.
- If desired, select the Do Not Trigger Journey Campaigns checkbox. This option applies only to contact tags that are defined in the Tag Event trigger of a journey. If selected, the tagged contacts will not enter the journeys triggered by tag events. If the option is left unchecked, the contacts will enter the journeys as normal. Finally, click on Import.
The contacts will be added to the respective tags once the import is complete.
Note: While importing the .csv file, each contact should have an email, add_tags, or remove_tags field. Both the add_tags and remove_tags columns should contain comma-separated tag names.
The difference between add_tags and remove_tags is that add_tags inserts the contact into the tag, while remove_tags simply discards it. Make sure the tag name you created in Maropost is identical to the tag value in the .csv file, or the contacts won't be imported.
Assigning a Contact Tag
You can assign multiple contact tags to a contact. The contact tags can be assigned during contact creation or later on by editing the contact details.
You can assign tags to a contact when creating or importing contacts into a list.
You can also edit a contact to assign or remove the tag associated with it.
