Brian Cliette

Step-by-Step Guide: Creating and Applying Tags in ActiveCampaign

So, you’re looking to get more organized with your email marketing? Creating a tag in ActiveCampaign could be just the trick you need. It’s a powerful tool that helps you categorize contacts, tailor your messages, and track your campaign’s performance.

In the world of email marketing, precision is key. And that’s where ActiveCampaign tags come in. They allow you to segment your audience, ensuring your emails always hit the right spot. This brief guide will walk you through the steps of creating a tag in ActiveCampaign, so you can start optimizing your email marketing strategy today.

Remember, mastering ActiveCampaign tags isn’t just about organization. It’s about creating a more effective, targeted, and successful email marketing campaign. So, let’s dive in and get started.

What are ActiveCampaign Tags?

Deep dive into email marketing and you’ll find yourself in a world of tags, conversions, and campaigns. ActiveCampaign Tags are one indispensable tool in this sphere. But before you plunge headfirst, it’s important to understand – just what are ActiveCampaign Tags?

Think of tags as virtual sticky notes you can attach to your contacts in your ActiveCampaign list. They’re keywords or phrases that help you categorize your contacts based on any criteria you deem important. It could be their product interests, buying habits, location, how they interacted with your previous emails – the possibilities are virtually endless.

Remember, the aim of tags isn’t to create a chaotic sea of keywords. You need to create specific, meaningful tags that help you segment your audience effectively.

How do these tags help your email marketing campaigns?

Each tag you attach to a contact provides a piece of information about them. Bit by bit, these tags build a comprehensive profile of each contact. This allows you to tailor your email campaigns to the needs and interests of different segments of your audience.

In ActiveCampaign, you can automate the process of sending targeted emails based on the tags a contact has. Imagine sending highly personalized emails to thousands of contacts with just a few clicks, all thanks to the power of tags.

Moreover, tags can help you track the performance of your email campaigns. By analyzing which tags are more represented in opened emails or conversions, you can glean insights into the interests and tendencies of your audience.

Take the time to master the use of ActiveCampaign Tags and tap into the practice of smart, data-driven email marketing. Unlock the potential to send the right message to the right person at the right time – a trifecta that can transform your email marketing efficiency.

Why are Tags Important in Email Marketing?

Think of tags in ActiveCampaign as your secret weapon for effective email marketing. They serve a crucial role in organizing and managing your contacts. In your business’s marketing strategy, thinking and planning precisely how you’ll use tags can make all the difference. So, let’s delve into why tags are pivotal for your email campaign’s success. It’s all about segmentation, personalization, and automation.


Tags enable you to categorize your contacts based on specific criteria. This segmentation can range from their demographic info or buying behavior, interests, and more. With carefully chosen tags, you’re able to segment your contacts into distinct groups. This way, you can tailor your emails to meet the needs and preferences of each segment.


These days, personalization is paramount in email marketing. A “one-size-fits-all” approach isn’t going to cut it. Using tags, you can add a personal touch to your email campaigns. For instance, if you have tags for customers who’ve shown interest in a specific product, you’d know which product to spotlight in your emails to them.


Lastly, tags are vital in automating your email marketing. By using tags, you can set triggers for sending specific emails based on a contact’s behavior or actions. This means that once you’ve set up your email campaign, ActiveCampaign takes care of the rest.

With segmentation, personalization, and automation made possible through the use of tags, ActiveCampaign could elevate your email marketing to the next level. So don’t underestimate the power and importance of tags as they’re undeniably essential for successful, efficient email marketing.

Steps to Create a Tag in ActiveCampaign

Step 1: Navigate to the Contacts Section

After logging into your ActiveCampaign account, you’ll see a dashboard. Go straight to the ‘Contacts’ section. This is your entry point to the tagging journey.

Step 2: Open the Manage Tags Page

You’ll find a sidebar on your right. Click on ‘Manage Tags’. It’s under the ‘Contact & Lead Scoring’ section. This action will lead you to the tags management page.

Step 3: Create Your Tag

You’re in the right place to create a tag. Look for a button labeled ‘Add a Tag’. You’ve guessed it: click on it.

A dialog box will pop up, prompting you to type in the tag’s name. Be careful here, as the tag name should reflect the purpose it’ll serve. Remember, meaningful tags are exceptionally helpful in segmenting, personalizing, and automating your email campaigns.

Step 4: Save Your Tag

Once satisfied with your tag’s name, finish up by clicking ‘Add’. Your new tag is now ready, neatly listed in your ‘Manage Tags’ area.

That’s it! While this may seem like a simple process, it holds significant power. By properly using tags, you can transform your digital marketing strategy and ultimately improve the efficiency and effectiveness of your email outreach efforts.

One final tip? Keep your tags organized. This practice will help you find the right tag when you need it, saving you time and reducing potential frustration or errors.

Remember, the key to success is a well-organized contacts list. ActiveCampaign tags play a pivotal role in achieving this organization.

By mastering these steps, you’ll be well on your way to exploiting the full potential of ActiveCampaign Tags. The benefits are yours for the taking. You’ll soon be enjoying a more streamlined, personalized, and efficient email marketing process.

Step 1: Log in to your ActiveCampaign Account

The first step in creating a tag in ActiveCampaign is logging into your account. If you’ve not got one yet, sign up first. Once you’re there, navigate your way to the homepage. Be sure to have your login credentials handy. After all, you can’t master ActiveCampaign Tags if you’re locked out of your account.

Once you’re on the homepage, you’ll see a ‘Login’ button at the top right corner of your screen. Click on it, fill in your email and password, then hit ‘Login’ again. If your credentials are correct, you’ll find yourself on the dashboard – your do-it-all console for your email marketing efforts.

Now that you’re logged in on ActiveCampaign, it’s time to dive into the world of tags. Not only are they one of the ways to personalize your marketing, they’re also an efficient way to manage your database. With ActiveCampaign’s tagging system, you’ll be able to segment your list accurately and improve your campaign’s efficiency.

Remember, clutter is the enemy. A disorganized tag system can hurt your marketing efforts more than you might realize. So, always keep that in mind. Do away with needless or duplicate tags. You don’t want to mix up your customers or send irrelevant emails. Your campaigns need to be as streamlined and personalized as possible.

On the dashboard, navigate towards the ‘Contacts’ menu. This will be your go-to place for adding or managing your contacts. Remember, it’s here that you can add tags to your contacts, enabling better organization and segmentation of your list.
Some may view tags as just a trivial feature. But for email marketers, it’s a powerful tool to turn chaos into order, to turn broad strokes into fine lines. It opens up a world of customization that can make your marketing more effective and efficient.

To unlock the full potential of ActiveCampaign Tags and revolutionize your digital marketing strategy, mastering the log-in process is your first step. Next, you’ll proceed with the creation of a new tag, and we’ll guide you through every step of the way. Stay tuned.

Step 2: Navigate to the Contacts Section

You’ve signed in to your ActiveCampaign account, you’re at the dashboard. Now, what’s next? Time to move on to the crucial ‘Contacts’ section. Ahead, we’ll dive into the “how-to” for locating this essential area.

On your dashboard, you’ll see a navigation pane on your left. Here, along with various other menu options, you’ll find one labeled ‘Contacts’. This is the gateway to all your interactions and significant market research. Click on ‘Contacts’, and it’ll lead you to a new screen displaying your list of contacts.

Let’s take a second here. Your contacts list might seem overwhelming, perhaps even bordering on chaotic. But don’t worry. It’s here that tags come into play: turning confusion into clarity, chaos into order.

Remember, each contact in that list is not just a name and an email address. Instead, they’re potentially a gold mine of valuable data. And the easiest way you can sort, organize, and categorize this data is by using tags.

So, while you’re in this section, take a moment to get a feel of it. Try to get a sense of how you’d like your contacts to be managed, what types of tags would be beneficial to your email marketing strategies, and how you can utilize them to your advantage. Use this understanding in the following steps, allowing you not just to survive the mighty wave of names and addresses, but ride it confidently.

Step 3: Click on “Tags” in the Left Menu

Now that you’ve got a good handle on how your contacts should be managed and the type of tags beneficial to your email marketing strategies, let’s take a step further.

By now, you are already in the Contacts section. Spot the “Tags” option located in the left menu. This is your next stop in the tag creation process. Don’t be rushed, take your time to find it. Look for a small, rectangular icon – it’ll likely sit towards the bottom half of the options listed.

This part of ActiveCampaign might seem minimal, but it’s crucial in your journey towards efficient email marketing. Tags serve as a foundation for your contact management. And they’re not just for categorization, they have other use cases such as triggering automated campaigns or segmenting your audience.

Upon clicking the “Tags” option, you’ll be redirected to a specific page designated for tag management within ActiveCampaign. Here, you will be met with a list of any existing tags. Don’t be startled if the list is empty – remember you’re just beginning your journey into the efficient management of your contacts.

Getting familiar with this section will help streamline your email marketing strategies and significantly improve your customer relationship management experience. ActiveCampaign has designed it to be user-friendly – don’t hesitate to explore.

What’s next? You’ll be adding your new tag.

Step 4: Click on the “New Tag” Button

Moving forward in your ActiveCampaign journey, Step 4 involves the creation of a new tag. Here’s where the rubber meets the road. If you’ve followed all the steps correctly, you’re just a click away from having your first tag in place.

In the tag management window, you’ll find the “New Tag” button. This little corner of the panel is where you lay the building blocks of your email marketing strategy. So, don’t overlook its significance. It’s more than just a button; it’s a portal to efficient contact management and data-driven decision making.

Clicking the “New Tag” button opens up a dialogue box. Here, you’ll find the space to label your new tag. Think of an intuitive name that represents the group of contacts you aim to target with this tag. Maybe it’s ‘New Subscribers,’ ‘High-Value Customers,’ or any title that suits your needs and strategy.

Professional tip: keep the tag names memorable and self-explanatory. That way, it’ll be a breeze to find them later amidst an array of tags as your database grows.

The process of creating a new tag is practically effortless, yet the impact is significant. By effectively utilizing tags, you can direct your marketing efforts towards the right audiences, and the result is more bang for your marketing buck.

Once you’ve named your tag, click on ‘Save’. That’s it! You’ve added a new tag in ActiveCampaign!

Keep an eye out for the upcoming section. You’ll learn how to use your newly created tags correctly and efficiently. Remember, it’s not just about creating tags but using them strategically. After all, effective use of tags is what truly separates successful marketers from the rest.

Stay tuned for Step 5—the next phase of your ActiveCampaign journey!

Please note: This guidance still stands whether you’re tagging a handful of contacts or differentiating thousands.

The next section, coming up soon, will guide you through some expert tricks on how to use tags effectively.

Step 5: Enter the Tag Name and Description

Stepping into the mechanics, you’ve now arrived at the core part of creating a tag: entering the tag name and description. Don’t underestimate this step, it’s key in ensuring your tags are effective, functional, and easily identifiable.

Firstly, the tag name. It should be short, memorable, and relevant. You’re making it easier for the team to understand what that tag signifies instantly. For example, if you’re tagging contacts who’ve shown interest in a specific product, ‘Interested – Product X’ could be an apt tag name. It directly tells you what the tag entails without needing an explanation.

Next up is the tag description. Here’s where you get to add a little extra detail. While your tag name should be sufficient on its own, the tag description helps to reinforce your understanding of the tag and its application. If in the future, a team member gets confused or forgets what a certain tag is for, they can refer to this description.

Consider it like labeling boxes for a move – you wouldn’t just write ‘Kitchen’ on a box containing your fine china. You’d probably add ‘Fragile’, ‘Grandma’s China’, or something more specific. The same principle applies to tag naming in ActiveCampaign. Your tags need to be self-explanatory and their descriptions should be distinct.

This completes the task of defining your tag. You’ve named it, tagged it, and soon you’ll be assigning it to your contacts and visualizing your data-driven marketing strategies. If you follow these steps diligently, your tag management will not only be efficient but also laser focused.

Your next task – Using tags adequately, leveraging these to generate useful data patterns. That’s what we’re covering next. Reminiscing over the importance of step 5, it becomes obvious the impression a well-structured tag can make. You’re ready for the next step, venturing forward to the sophisticated realm of applying tags. Moving on to this next phase, there’s more expertise coming your way.

Step 6: Assign the Tag to Contacts

With your tags defined and well-labeled, the next part of the process unfolds: assigning these tags to contacts. It’s like handing out name tags at a large gathering. Except, now you’re doing it digitally and for thousands of contacts. Here’s your roadmap.

The tag assignment process within ActiveCampaign offers two distinct paths. You can either assign tags individually or perform a bulk action. Let’s unpack both.

If you’re dealing with a smaller contact list, individually assigning tags is your go-to strategy. Navigate to a specific contact’s profile. Then, enter the name of the tag into the ‘Tags’ field. Hit ‘Enter,’ and voila! You’ve added a tag to a contact.

However, when you’re working with a larger contact list, this can be a laborious task. That’s when the magic of the ‘Bulk Edit’ option becomes evident. To use this feature, go to the ‘Contacts’ page and check the boxes next to the contacts you wish to tag. Click on ‘Edit,’ followed by ‘Add/Remove Tag.’ Here, you select the tag or tags you’d like to assign and then click ‘Update’.

Recap time – adding tags to individual contacts or performing a bulk edit is your choice in ActiveCampaign depending entirely on the size of your contact list.

Following this, you’ll be thrilled to know that there’s a time-saving hack available: automated rule-based tagging. It’s a feature that allows you to set up automation rules, and have ActiveCampaign automatically tag new or existing contacts based on their behavior or interaction with your content.

Now the concept of tagging might seem a bit daunting at first, but once you get the hang of it, the results are worth every second spent. Tags are potent tools, and they can transform your marketing strategy if used aptly. It’s not long before the next, thrilling step: exploring the many ways you can use these tags to boost your marketing campaigns.

Step 7: Save and Apply the Tag

Once you’ve assigned your tags to the appropriate contacts, your next action is to save and apply the tag. It’s a fairly straight-forward step but vital in ensuring your tags function as intended.

Begin by reviewing all the information you’ve input. That includes the tag name, description, and attached contacts or segments. With careful examination, you’ll mitigate errors that could undermine the integrity of your campaigns. Remember, data accuracy impacts campaign effectiveness.

Once you’re confident everything is correctly input, move to the top right corner of the screen. Here, you’ll find the ‘Save’ button. This action seals the deal, diligently storing your tag configurations. Immediately after saving, ActiveCampaign begins the process of applying your tag to the designated contacts. This application means that the tag is linked to the contact, now part of their digital profile within your database.

At this point in your journey with tags, you’re becoming fluent in the language of ActiveCampaign tagging. Hence, you should already realize the impact of tags on your proficiency in managing contact lists.

  • It improves organization.
  • It streamlines communications.
  • It boosts your campaign’s precision.

We’ll continue to uncover more about using tags in ActiveCampaign as we go along. Stay tuned for the next segment where we’ll dive deeper into tag categories and their implications in crafting a powerful marketing strategy. Remember, knowledge of tags enhances your database management skills and ultimately supercharges your marketing campaigns.


You’ve now mastered the art of creating a tag in ActiveCampaign. Remember, it’s all about saving and applying the tag correctly. By doing so, you’ll enhance your organization, streamline your communications, and boost the precision of your campaigns. Looking ahead, you’ll dive into the world of tag categories, a tool that can significantly elevate your marketing strategy. So, keep honing your ActiveCampaign skills, and you’ll soon be leveraging tags like a pro. Stay tuned for more insights and strategies to supercharge your marketing efforts.

Frequently Asked Questions

What is the seventh step in creating a tag in ActiveCampaign?

The seventh step involves saving and applying the tag after thoroughly reviewing the tag information for accuracy. This ensures that the tag configurations are set correctly.

Why is it essential to save and apply tags in ActiveCampaign?

Saving and applying tags bring about improved organization and streamlined communications. They also boost campaign precision by ensuring only designated contacts are targeted.

Are there any subsequent topics relating to tags in ActiveCampaign after this article?

Yes. This article ends with a teaser to the following segment which will delve into the subject of tag categories. This is a decisive component in devising a potent marketing strategy.

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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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