How can I use tags to keep my contacts organized?



Tagging is a fast, easy way to add information to a contact. You can think of tagging as a flexible folder system to group your contacts and indicate their status. For example, you can use tags to indicate:

  • Stage of the customer lifecycle
  • Important behaviors such as form submits
  • Product interest
  • Lead source
  • Advocates and promoters

Once you've placed tags, you can use them to:

  • Create segments for targeted email campaigns
  • Create forks in your automations so that contacts are treated differently
  • Change a contact or lead score
  • Begin or end automations
  • Create Conditional Content in your campaigns to personalize them

Tags can be added to contacts in the following ways:

Learn best practices for using tags.

Understand tags further with a guide on tags.

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