Email Tagging – Organizing Tags

A Short Clip From The EmailLoyalty Full Course

Now there can be a bit of overlap between lists, segments and tags. So start to think of lists like folders that your subscribers live in. They’re a general space for large amounts of subscribers.

Segments are like a divider inside your folder.
 Then tags would act as labels within dividers within folders.

It sounds complicated, but once you’re up to speed on how your particular system does this – It will make sense in no time.
 So google your email marketing software followed by “segments”, read up on that. Then “tags” or “tagging” and read up on how your system allows that function.

When it comes to tags – I don’t suggest that you apply tags individually as that would be take too long. This type of thing should be automated within your email software. Every time your subscriber performs an action, your email software applies the appropriate tags automatically.

Your tagging system can also be used to trigger the automations that we’re going into later.

So if “subscriber A” clicks 3 links over a period of 3 campaigns, you can trigger “Sales campaign X” for example.
 So lets talk about organising tags.

Depending on what you actually want to do in the future will determine your tagging set up.
Do you want to email people based on interest, recommend products based on purchase history, trigger automations or just track their movements?

Grab yourself a piece of paper and write down what types of tags you’ll be using and what their functions will be in the future.

Now that you’ve got a list of how you’ll be defining subscribers, we need to organise this into a documented format.

So open up a spreadsheet maybe Google docs or excel and start to input these tags.
 Lay them out so you can visually see what each one means, and what each one will define.

Bunch them in categories based on if they’re just labels or if they’re going to trigger future events.
 You’ll want to keep this document up to date so you’ll always know which tag refers to what action without having to remember.

Be as clear as possible in your organisation so that there’s never any confusion in your system.
 Make it clear enough that anyone could open this sheet and within minutes totally understand what each tag does.