Brian Cliette

Quick Guide: Adding Tags in ActiveCampaign for Targeted Emails

Navigating the world of email marketing can be tricky, but mastering the art of tagging in ActiveCampaign can transform your campaigns. Tags are the secret sauce to segmenting your audience, triggering automations, and personalizing content, which is why I’m excited to guide you through the process.

What are tags in ActiveCampaign?

If you’re looking into refining your email marketing strategy, you’ve likely heard about the pivotal role of tags in ActiveCampaign. Simply put, tags are unique identifiers that you can apply to your contacts within the platform. They function almost like virtual sticky notes, making it exceptionally easy for me to categorize contacts based on any criteria that I define.

With tagging, I’m equipped to perform in-depth audience segmentation. This is critical because it enables me to target specific groups within my audience by their interests, behaviors, or engagement levels. Whether a subscriber downloaded an eBook, attended a webinar, or simply signed up for a newsletter, each action can trigger a specific tag.

How does this impact your marketing campaigns? Well, for starters, a precisely segmented audience allows for highly personalized emails. The more relevant the email content is to a recipient, the higher the chances of conversion. My automations become significantly more intelligent when I use tags to trigger them, ensuring that my messages hit the inbox at the perfect moment and in the right context.

Furthermore, ActiveCampaign offers the flexibility to assign multiple tags to a single contact. This is a game-changer in tracking a contact’s journey and preferences. By analyzing how tags accumulate and change over time, I can glean valuable insights into how my audience interacts with my content and business.

To make full use of the power of tagging in ActiveCampaign, let’s break down the process and get your hands dirty with actual tagging strategy and methods. Harnessing this feature can make or break the effectiveness of your email campaigns, and I’m here to ensure you’re set up for success.

Remember, effective use of tags translates to a more refined, tailored subscriber experience – and that’s the golden ticket to boosting engagement and ROI in any email marketing initiative. So let’s dive right in and explore the step-by-step approach to adding tags in ActiveCampaign, ensuring that you’re leveraging this tool to its fullest potential.

Why are tags important in email marketing?

In my years of refining email marketing strategies, I’ve learned that tags are fundamental for any successful campaign. But why? Tags serve as vital pillars of email marketing by enabling precision and personalization—two cornerstones of effective digital communication.

Firstly, tags help in segmenting audiences. By classifying subscribers based on their actions, preferences, or stage in the customer journey, I can send highly relevant content that resonates with them. This isn’t merely a good-to-have feature; it’s a necessity in today’s cluttered inboxes.

Secondly, tags form the basis of dynamic content insertion. This feature in ActiveCampaign allows me to tailor the email content to reflect an individual’s tags. For instance, if someone’s tagged as interested in vegan recipes, they’ll receive content that aligns with their interests, dramatically increasing engagement rates.

Additionally, automation triggers heavily rely on tags. When a contact performs a specific action that warrants a tag, it can automatically kickstart a sequence of emails—without me lifting a finger. This timely and relevant engagement leads to improved customer experiences and enhances the chances that contacts will convert.

  • Audience segmentation ensures relevance
  • Dynamic content keeps emails interesting
  • Automation triggers save time and effort

Moreover, tags are invaluable for tracking performance. By analyzing which tags are associated with high engagement or conversion rates, I can understand what topics or offers my audience gravitates towards. Consequently, this data informs future campaigns, allowing for continual optimization of my email marketing efforts.

To put it plainly, without tags, my email marketing would lose its edge. The customization and insight they provide are not just advantageous but essential to remain competitive in the fast-paced world of digital marketing. With each campaign, tags empower me to deliver a more refined, targeted experience that users appreciate and respond to.

How to create tags in ActiveCampaign

Creating tags in ActiveCampaign is a straightforward process, yet it’s one that packs a punch in terms of the value it adds to your marketing efforts. To get started, you’ll first need to log into your ActiveCampaign account. Once I’m in, I always navigate to the “Contacts” menu because that’s where the magic happens.

Here, you’ll find the option to manage your tags. I like to think of this area as the control room for organizing my audience. It’s accessible by clicking on the “Manage Tags” option, usually found at the bottom of the Contacts dropdown. This takes you to the tag management screen. Don’t be intimidated here; even though it might look sparse to begin with, you’re about to fill it with powerful tools for segmentation.

To create a new tag, it’s as simple as hitting the “Add Tag” button. This is where I get creative with naming. Remember, your tag names should be clear and indicative of the behavior or characteristic they represent. For instance, “Engaged-Webinar-Jan2021” is specific and tells me exactly what the tag is tracking, in contrast to something vague like “Webinar Attendee.”

After entering the tag’s name, I hit “Save.” It’s imperative to keep your tag naming consistent. I’ve learned over the years that a tag hierarchy or a set naming convention saves time and confusion down the line. Now that your tag is created, you can start applying it to your contacts either individually or in bulk.

Bulk tagging is particularly useful when you’ve just hosted an event or updated your product line. In these cases, I select the relevant contacts and apply the tag to all of them at once through the bulk edit options. This efficiency is exactly why tags are such a valuable feature—allowing you to quickly categorize and move on to the next segment.

Remember, ActiveCampaign also lets you automate tagging based on subscriber actions. This feature means I’m not sitting at my computer all day tagging—instead, I set up automations to add tags when a user opens an email or clicks a specific link. It’s these intelligent tagging capabilities that will elevate your email marketing to new heights.

Best practices for using tags effectively

When it comes to effectively utilizing tags in ActiveCampaign, there are several best practices I swear by. Clear and consistent naming is the cornerstone of a streamlined tagging system. Employ a naming convention that is intuitive and scalable, as this will save you time when searching for specific tags or analyzing data.

Here are a few tips that I’ve found invaluable:

  • Be specific with tag names but avoid over-complication. A tag like ‘Webinar_Attended_March_2023’ is far more descriptive than just ‘Webinar’ but still straightforward.
  • Use tags to indicate the subscriber’s position in the sales funnel. I like to use tags such as ‘Lead’, ‘Prospect’, ‘Customer’, and ‘Repeat_Customer’ to easily identify where someone is in the buying process.
  • Clean up unused tags regularly. If you aren’t using a tag anymore, it’s essential to remove it to keep your database tidy and functional.

Incorporating automation can take tag usage to another level. You can set up automations to apply tags based on:

  • Email links clicked
  • Web page visits
  • Purchase history

Here’s an example of how I use automation to enhance my email marketing:

  1. When a subscriber clicks a link in an email, they receive a tag that reflects their interest, such as ‘Interested_In_Product_X.’
  2. This tag can then trigger a targeted follow-up email sequence, ensuring I’m reaching out with relevant content.

Lastly, make sure to analyze your tags performance. By monitoring which tags are associated with the highest open rates and conversions, you can adjust your strategy to focus on what’s working. This kind of data-driven approach is central to optimizing any email marketing campaign.

Remember, the goal is to make sure tags are working for you and not the other way around. By following these best practices, you can enhance your tagging strategy, leading to better segmentation, personalization, and ultimately, campaign outcomes.

How to add tags to contacts in ActiveCampaign

Adding tags to contacts in ActiveCampaign is a straightforward process. I’ll walk you through the steps to ensure you’re leveraging tags effectively to segment and manage your audience for your email marketing strategy.

First, access your ActiveCampaign dashboard. From here, navigate to the ‘Contacts’ section to see your list of subscribers. To add a tag to an individual contact, simply click on their email address to bring up their contact information. On the right side, you’ll find the ‘Tags’ field. Click on ‘Add Tag’, type in your desired tag, and hit enter. It’s that easy.

You can add multiple tags to a contact if needed. This allows for intricate segmentation and advanced targeting options. Remember, consistency is key when naming your tags; follow your preset naming conventions to avoid confusion later on.

But what if you need to tag multiple contacts at once? ActiveCampaign has got you covered. Select multiple contacts by clicking the checkboxes next to their names. Look for the ‘Edit’ button, usually located at the top of your contacts list, and select ‘Add Tags’ from the drop-down menu. Type in the tag you want to apply and confirm. All selected contacts will be updated with the new tag simultaneously, making it a time-saving feature for applying categories in bulk.

To maximize efficiency, I highly recommend using ActiveCampaign’s automation features to tag your contacts. Setting up an automation that adds a tag when a contact makes a purchase or signs up through a specific form can save you countless hours. Automations ensure your contacts are always tagged appropriately without you needing to intervene manually.

In the end, it’s about finding that sweet spot between personalization and automation. Properly using tags helps to deliver content that resonates with your audience, keeping them engaged and improving your campaign’s success rate. Remember to periodically review your tags to maintain a lean and organized database that can adapt to your evolving email marketing needs.


Mastering the art of tagging in ActiveCampaign can revolutionize your email marketing efforts. By following the steps I’ve outlined you’ll be able to segment your audience with precision enhance your content’s relevance and trigger automations with ease. Remember consistency is key when naming your tags and leveraging automation can save you valuable time. Don’t forget to periodically review your tags to keep your database streamlined and effective. With these practices in place you’re well on your way to optimizing your email campaigns and achieving remarkable marketing success.

Frequently Asked Questions

What is the purpose of using tags in ActiveCampaign?

Tags in ActiveCampaign are used to increase precision and personalization in email campaigns. They help segment audiences for targeted content delivery, trigger automations, and track campaign performance.

How do tags enhance email marketing campaigns?

Tags contribute to the delivery of highly relevant content to segmented audiences, enable dynamic content insertion based on individual tags, and facilitate automated email sequences triggered by specific actions.

What are the steps to add tags to contacts in ActiveCampaign?

The article provides a guide to adding tags to contacts which includes: identifying the contacts to tag, choosing or creating appropriate tags, and using the tagging feature within ActiveCampaign to apply the tags to the selected contacts.

Why is consistency in naming tags important?

Consistency in tag naming ensures that tags are easily identifiable, prevents duplicates, and maintains an organized system within ActiveCampaign for effective audience segmentation and campaign tracking.

How can ActiveCampaign’s automation features assist with tagging?

ActiveCampaign’s automation features can automatically apply tags to contacts based on their behavior or other criteria, saving time and ensuring accurate and systematic tagging across your contact database.

Why should tags be reviewed periodically in ActiveCampaign?

Regularly reviewing tags is important to maintain an organized contact database, allowing for adjustments and ensuring that the system remains effective for evolving email marketing strategies and needs.

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About me

My name is Brian Cliette; I help brands and entrepreneurs find sustainable paths to sales growth on the social internet.

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