Tags are labels you create to organize and manage your audience. By using tags with Omnisend you will be able to have a clear internal contact structure in your contact database. 

You can categorize your contacts based on the data you know about them, create segments to direct your communication to specific contact group, and more.

 

Adding a tag

There are a few ways to add/create a tag to your contact:

1. Add a tag in your contact's Profile page
You can add a new tag or use the existing one manually directly on your contact's Profile page. Scroll to Tags section > click Add > think of a Tag name and click Add:

2. Add a tag during Contact import
You have a possibility to add a tag during the contact import to the entire contact list you are importing and create a segment with the imported contacts automatically.

3. Add a tag in Forms
You can add a tag in forms to send your new subscribers to a specific list. Whenever you create a new signup form (any of the Omnisend forms) just search or add new tag in the Tag field under the Settings step.

4. Add a tag in bulk in Audience tab
You can add a tag to a group of contacts when you navigate to Audience tab > All contacts > select the contacts you would like to tag in bulk > click Add tag from the Actions drop-down list:

When you click Add tag a modal will open up where you will be able to select an existing or add a new tag. Type in the tag name and click Add. Note, capital letters and spacing is not allowed.

Once you add a tag a success message will popup to inform you that the tag was added to all of the selected contacts.
 

5. Add a tag in Automation flows
Simply add a tag when creating or editing your automation workflow. Drag & drop the Tag block to any place in your workflow > choose an existing tag or create a new one > hit Save:

Few things to know about Tags in automation:

  • Tag block can be placed anywhere in the workflow;
  • Tag block can be used multiple times in one workflow;
  • You can create a new tag or choose an already existing tag from your list;
  • You can add a tag for contacts that entered/exited the flow; or only after the contact received the message (disregarding the channels you use)

Use Tag in automation to label the contacts that entered/exited one automation workflow, then create a segment based on that tag and use it to send more communication via campaigns or other automation workflows.
  

Using a tag

You can add a tag to organize all of your contacts and use tagging to create contact segments to send targeted communication to your customers. 

To create a segment based on a specific tag go to Audience > Add filter > Tag is "your tag name" (example below). Save the segment to use it for later sends. 

After you create a segment based on the specific tag, you can send a campaign directly to the contacts in that segment, or use the segment to set up an automation workflow that triggers as soon as the contact enters that segment.

With tags you will have flexibility to have a system that works for your business!

 

Removing a tag

If you need to remove a tag from one or more contacts, there are a few simple ways to do that!

1. Remove a tag from one contact by clicking on the Contact profile page and simply removing the tag:

2. Remove the tag in bulk by selecting a few or all contacts while being in:

  • A saved segment
  • All contacts list
  • Your tag list

 

Tag list

All of the contact tags are now listed in the contacts' Tag list. You can find it in Audience tab > Tags.

In the tag list you will be able to view all of the contacts who have a particular tag, remove that tag from those contacts in bulk or delete the tag from your tag list. Just click on your tag name or View contacts button to see how many and which contacts have that particular tag.

 

Best practices

Cancel your automation workflow for a particular contact

  1. Add a "tag A" to your contact in the Contact's profile page
  2. Create a segment "segment A" with a rule Tag is "tag A"
  3. Add a Cancellation trigger in the workflow you wish to cancel for that contact with a rule Contact enters a segment > segment is "segment A"

In this case, your automation workflow will be immediately cancelled for all contacts that match your "segment A" rule.
 

Auto-tag (tag X) new contacts that fall into an existing segment (segment X):

  1. Create a custom automation workflow with a trigger contact enters a segment, where segment is "segment X"
  2. Within a workflow add only 1 block, TAG block, and state that TAG is "tag X".
  3. End of workflow

In such case, new entries of the workflow will be contacts that meet the segment rule. They will be tagged with the tag block and the workflow will end without sending any messages. 

For example, a new user bought "X product" for the first time and that user is automatically entering the segment (segment X), where rule is Purchased product > Product is X product. Use the steps above to automatically add a tag to those new users.
 

Remove a tag (tag X) from contacts that fall into an existing segment (segment Y):

  1. Create a custom automation workflow with a trigger contact enters a segment, where segment is "segment Y"
  2. Within a workflow add only 1 block, REMOVE TAG block, and state that TAG is: X
  3. End of workflow 

The two workflows will be dedicated for tagging new segment entries and for removing a tag for other segment entries. 

 

Have any questions? Get in touch with our Support Team.

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