Include the people your message is for
Send a welcome update to contacts tagged “New Clients”, or promote a workshop to a group tagged with an interest in training.
Flexible contact management
Organise subscribers for more relevant campaigns.
Organise your contacts your way. Create tagged groups, assign people to the groups that fit them and choose exactly who to include or exclude from each campaign.
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Turn your subscriber data into useful groups
Data tagging gives you a simple, flexible way to organise your email contacts. A tag is a label you assign to a person, helping you group subscribers by something they have in common, such as an interest, location, customer type or event they attended.
Instead of treating your entire audience as one group, use tags to identify the people a message is relevant to. Clear labels make your data easier to manage and your campaign selections more deliberate.
Use data tagging alongside data segmentation to build an email marketing approach that reflects the needs of your audience.
Create as many tagged groups as you need
Your contacts do not have to fit into a single category. Create as many tagged groups as you want, and assign each person to as many groups as are applicable.
For example, one contact could belong to “New Clients”, “London” and “Interested in Training”. Those overlapping labels give you more ways to organise your audience as your business and customer relationships develop.
Choose meaningful tag names that your team can recognise at a glance. Build a structure around your own data and campaign goals, with the flexibility to accommodate different interests and relationships.
Assign tags in subscriber lists or during data upload
Work with your contacts in the way that suits the task. Inside the software’s Subscriber Lists page, you can assign a tag to an individual contact or apply it to a group of contacts together.
You can also assign tags when uploading data. Organising contacts as they arrive makes it easier to identify a new intake, an event audience or another relevant group when you are ready to send.
Whether you are updating one person’s details or organising a larger batch, data tagging gives you consistent control over how your contacts are grouped.
Tag individual contacts or a selected group
Select the contact or contacts you want to organise, choose the relevant tag and save your selection. Applying tags in groups saves you from repeating the same update one person at a time.
Individual tagging is useful when a single customer’s interests or relationship with your business changes. Group tagging helps when several people share the same characteristic, such as attending an event or joining as new clients.
Combine clear contact groups with email personalisation to make your communications more relevant to the people receiving them.
Include or exclude tagged groups when you send
Data tagging puts you in control of your campaign audience. When sending an email, you can choose to include a tagged group or exclude a tagged group from the recipients.
Exclude people who do not need the message
Leave out a group tagged “Already Booked” from an event reminder encouraging people to book. Keep the audience focused on those who still need the invitation.
These choices let you adapt your recipient selection to each campaign, making better use of your data and reducing irrelevant messages.
Organise with flexibility
Create a tagging structure around your customers, interests and business goals, with as many groups as you need.
Keep useful context
Let a contact belong to multiple relevant groups, so one label never has to describe their entire relationship with your business.
Control every audience
Include or exclude tagged groups when sending, then review engagement in your campaign analytics.
Make your data easier to organise and use
Bring structure to your subscriber lists and give every campaign a more relevant audience. Need help planning your tags? Talk to our UK-based team.
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