Tags & Categories for Marketing List Segmentation

A question I get asked a lot is how to setup tags and tag categories for marketing automation. Whilst there is no one size fits all, there is a structure which is a good place to start, and you can then evolve it to fit your business.
Being able to segment your database, your contacts, customers & prospects allows for highly targeted marketing. You can narrow down to specific groups and send the right messages to them at the right time.
I like to see a tag and have it named so well I know what it is being used for. Having a solid naming convention makes a massive difference.

Simple syntax to leverage: Category – subcategory – specific detail

Some general notes:

• make sure you add a description for what a tag is being used for
• all tags should have a category
• only create tags you need
• don’t leave a process tag on a contact record, clean up tags
• plan out campaigns/sequences before you build
• tags should be meaningful when you read them
• it’s okay for a user to have multiple tags

Tag Categories

• Trigger
• Status
• Activity
• Profile
• eSubscriptions
• Reporting
• Temp
• Customers
• Prospects
• Free Items
• Forms
• Members
• Events
• Networks / Met at
• Testimonial
• Hiring
• Interest / Marketing List
  • dentist, practice manager
• from Partner
• Social Media
• Survey Answers

There it is, I have put this out there. I aim to return to elaborate further. I would love to hear how you manage your tagging and categories please comment or reach out 🙂