Tagging

Tagging is labeling contacts in your email platform or CRM based on what they did or what you know about them. A tag might say “requested quote,” “bought service A,” “attended webinar” or “lives in Martin County.” Tags can be added by hand, by a form or automatically when someone clicks a link or completes a purchase.

Why it matters for a small business

Tags are what make segmentation and personalization possible. Without them, everyone on your list looks the same and gets the same emails. With them, you can send a lawn care reminder only to lawn care customers, or follow up only with people who clicked the pricing link.

Useful tags to start with

• Customer status: lead, active customer, past customer.
• Interest or service: what they asked about or bought.
• Source: website form, referral, event, Google ad.
• Behavior: clicked a specific link, downloaded a guide, booked a call.

A real-world example

A marketing agency adds a link in its newsletter for each service it offers. Anyone who clicks the SEO link gets tagged “interest: SEO.” A month later the agency sends a short SEO case study only to that group. Replies and booked calls are far higher than when the same case study went to the whole list.

Keep tags under control

Tags pile up quickly. Use a consistent naming format, delete tags nobody uses and write down what each one means. Fifteen clear tags are more useful than two hundred messy ones.

Related terms: Conditional Logic, Dynamic Content, RFM Segmentation. We set up tagging as part of our email automation and deliverability service.