Brian Cliette

Step-by-Step Guide: Adding and Automating New Tags in ActiveCampaign

If you’re looking to step up your email marketing game, mastering ActiveCampaign is a must. It’s a powerful tool that can streamline your campaigns, and one of its most potent features is the ability to add new tags.

Tags in ActiveCampaign are like virtual sticky notes. They help you categorize contacts based on their behaviors, interests, or any other criteria you deem important. By learning how to add new tags, you’ll be able to segment your audience more effectively and send the right message to the right people.

In this guide, we’ll walk you through the process of adding new tags in ActiveCampaign. It’s easier than you might think, and once you get the hang of it, you’ll wonder how you ever managed without it. So let’s dive in and get you tagging like a pro.

Why are tags important in ActiveCampaign?

Do you ever wonder why expert marketers constantly emphasize on using tags in ActiveCampaign? The reason lies in the colossal impact they have on your email marketing strategies. Tags might seem insignificant, but when used judiciously, they become a powerful tool to streamline contact management, and boost engagement.

Tags in ActiveCampaign act as vital signboards directing your communication efforts in the right lane. When you add tags to contacts, you’re essentially categorizing them based on shared qualities or behaviors. Could be their interests, geographical location, or their activity on your website. By marking contacts with relevant tags, you siphon your broad audience into more focused, manageable groups.

The beauty of this segmentation is its contribution to targeted messaging. With the help of tags, you’re no longer firing emails in the dark hoping they land. Instead, you’re equipped with a guided missile homing in on the right prospects. If you’ve a special offer for students, simply send an email to contacts labeled under the ‘student’ tag. No deliberate email spamming, no inadvertent overlooking of potential clients.

Let’s say your contacts aren’t just customers but also consist of suppliers, affiliates, or partners. It’d be disastrous if an internal newsletter or a confidential memo meant for the affiliates land in your customer’s inbox. With proper tag-based segregation, such scenarios can be avoided efficiently.

And there’s another thing to love about tags; customization. ActiveCampaign gives you the freedom to create your tags. You can add as many unique tags as needed ensuring your contact management is always on point. Be it ‘Christmas shoppers’, ‘disengaged subscribers’, or ‘abandoned cart’, your tag can reflect any specific segment you aim to target.

Yes, tags are a significant part of ActiveCampaign’s fabric; they stitch together iconic, successful email marketing campaigns. Next, we’ll delve into how you could add these miracle workers – the tags, in ActiveCampaign.

Step 1: Accessing the Tags feature in ActiveCampaign

You’re set to elevate your email marketing game with ActiveCampaign tags. We’ve discussed the vitality of tags in streamlining contact management and making your campaigns hyper-focused. With unique tags for specifics segments, you’ve got a powerful tool to ensure targeted, effective messaging. Now, let’s roll our sleeves up, dive in, and see exactly how you can add tags in ActiveCampaign.

Start by logging in to your ActiveCampaign account. Once you’ve successfully logged in, look to the left-hand side of your dashboard. You’ll find a vertical menu filled with various options.

ActiveCampaign’s features are neatly grouped for ease of navigation. Find and click on Contacts. This will lead you to a page that lists all your existing contacts, but more importantly, right at the top, inclusive in the Manage dropdown, you’ll see an essential tool, Tags.

Click on Tags under the Manage dropdown to make your way to the next step. This spot is the central command for creating custom tags to tailor your segmented marketing strategies. You’re not at the finish line quite yet, but getting here is your first significant stride.

Remember, precision in selecting your tags is a potent weapon. Choose tags that intuitively align with your segmentation strategy. Make it symbolic of the shared characteristics you’ve identified and it’ll be a crystal clear signal guiding your target messaging.

This-click-that and you’re on your way. This seamless progression through the process is indeed a strong nod to ActiveCampaign’s user-friendly nature. The good news is that adding tags is just as straightforward. You’re doing great so far, keep up the pace – we’ll go from accessing to adding tags in ActiveCampaign in no time.

Next stop, creating a new tag from scratch. Are you ready to ride those digital marketing waves? Let’s go.

Step 2: Creating a new tag

Continuing from the previous steps, it’s time to create your first tag. Just as you’d imagined, this step is as easy as pie. To create a new tag in ActiveCampaign, the following steps would guide you.

In your dashboard, navigate to the top right corner and click on “Contacts”. In the drop-down menu that appears, select “Manage Scoring and Tags”. You’ll then be redirected to a new page. Let’s call this page the “Tags Management” section. Here you’ll see two sections: Scores and Tags.

Ignore the Scores section for now and look toward the Tags area. Click on “+ Add a Tag”. Once done, you’ll notice a box pops up; this is where you’ll create your new tag.

Give your new tag a meaningful name. Remember, naming is key in tag management. It’s advisable to use a name that’s easily identifiable with the segment it represents. This will help you create more targeted campaigns and avoid confusion in the long run. For instance, if you’re creating a tag for customers who bought a specific product, you can name the tag “Bought Product X”.

You’ll then need to specify the tag type for your new tag. ActiveCampaign classifies tags into three: standard, automation and deal. Each of these has a distinct use case. For now, we’ll go with a “standard” tag type for our example.

  • Standard: Used for standard segmentation such as demographic data, product interest, etc.
  • Automation: Used to track contacts’ behaviors and trigger specific automation.
  • Deal: Reserved for use in managing your deals or sales pipeline.

Lastly, hit the “Add” button for your tag to be created and saved.

Now that you’ve successfully added a new tag to the system, you’re ready to move onto the next step. Making proper use of this tool will undoubtedly aid in increasing marketing efficiency and engagement. The next section will guide you on how to assign tags to your contacts. Stay tuned.

Step 3: Assigning tags to contacts

Once you’ve crafted your new tag with meaningful title and tag type, the next critical process is assigning these created tags. Think of it like the final touch to your masterpiece.

To begin, navigate back to the “Contacts” tab of your ActiveCampaign dashboard. Displayed before you will be a robust list of everyone on your contact list. Your task is to categorize them using the tags you’ve created.

Utilize the inline search bar conveniently provided at the top of the contacts list. This feature lets you rapidly search and filter through your entire contact database. It’s all about matching the right tags to the right people.

After selecting a contact you’d like to tag, click their name to pull up their profile. Within the profile view, locate the “Add Tag” option. This button sits just to the right of the contact’s name and is usually denoted by a small tag icon.

Once you’ve selected “Add Tag”, a text box will appear. Type or paste the tag you’re assigning into this box. Again, ensure your tag is relevant to the contact and the campaigns they’ll be involved in. This is the interface where your planning and preparation pay off.

After entering your tag, hit the “Enter” key on your keyboard. Your tag has now been assigned to the contact, and the system will return to the contact’s profile with the applied tag visible. Repeat this process for each contact you wish to assign a tag to.

Remember, the more accurate and deliberate your tagging process, the better your campaign outcome. ActiveCampaign’s tagging feature is powerful. But like all tools, it’s all about how you wield it. Continue to finesse and adapt your tagging system to your evolving campaigns.

Step 4: Automating tag assignments

As you dive deeper into utilizing ActiveCampaign for your email marketing efforts, you’ll soon realize that manual tag assignments can become taxing. Especially when dealing with a large database of contacts. Here’s where the magic of automation steps in. The platform offers a feature designed to alleviate this issue by enabling you to set up elementary or complex automation rules.

You could create triggers based on specific actions your contact takes— like opening an email, clicking a link, or filling out a form. Similarly, tag assignments could be automated in response to these triggers. This automated process can make managing a marketing campaign remarkably more efficient and trouble-free.

To set up an automatic tag assignment, you’ll first need to navigate to the “Automations” section in the main menu. Click on the “New Automation” button.

You’ll encounter an interface where you have the option to create your automation sequence from scratch or use one of ActiveCampaign’s pre-built automation templates. For example, templates for specific actions like ‘when a contact submits a form’ or ‘when a contact opens an email’. These can be a great starting point for building your customized automation module.

Once you’ve selected or created your trigger, the next step would be to add the ‘Tag’ action. In the actions list, select the ‘Contacts’ category and subsequently ‘Add a tag’. Then, all you have to do is select the tag you wish to add automatically whenever that trigger event occurs.

Again, just like with manual tagging, accuracy and deliberation are key. Each tag should be relevant and meaningful to the action that’s triggering it. Remember, the objective is to enhance campaign outcomes and boost engagement.

The final steps include reviewing and testing your new automation to ensure it’s working correctly. But balancing the right amount of automation for your email marketing strategy can be tricky. It’s about finding the sweet spot between automation and manual intervention.

Moving forward, your winning strategy would entail using both manual and automatic tagging in harmony— each complementing the other to take your marketing efforts to the next level. With these tools at your disposal, imagine the plethora of opportunities to drive more personalized, targeted, and effective email campaigns your way.


So you’ve learned the ins and outs of adding new tags in ActiveCampaign. You understand how they can streamline your contact management and amp up engagement. You’ve got the know-how to automate tag assignments, saving you precious time and effort. Remember, automation isn’t a one-size-fits-all solution. It’s about finding the sweet spot between tech and touch. The right blend of automation and manual intervention can truly transform your email marketing strategy. Now it’s your turn to put these insights into practice. Start tagging with precision and watch your engagement soar. You’re well on your way to mastering ActiveCampaign and taking your email marketing to the next level.

What is the importance of tags in ActiveCampaign?

Tags in ActiveCampaign are a powerful tool used for efficient contact management. They can help in streamlining processes and boosting your overall engagement rates.

How to automate tag assignments in ActiveCampaign?

Automating tag assignments can be achieved by setting up specific automation rules in ActiveCampaign. These rules can be action-based, such as a contact opening an email or filling out a form, thereby automatically assigning them a tag.

What are the benefits of automation in the tagging process?

Automation can significantly alleviate the manual effort of assigning tags, especially when dealing with a large database of contacts. It enhances campaign outcomes and improves engagement rates.

Does the article stress on manual intervention in the tagging process?

Yes, the article suggests finding the right balance between automation and manual tagging. Accuracy and deliberation in manual tagging process can enhance campaign results and boost engagement.

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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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