A New & Improved Tagging Experience

If you’re a fan of tags, you’re in for a treat today. In fact I am happy to announce a 2-for-1 surprise that you’re just going to love. With these 2 new features you will enjoy working with tags even more. In fact, we specifically came up with these features to add a lot of extra convenience if you use a lot of tags.

1) The tag manager

You asked, we delivered. This is live in your account as we speak. With the new tag manager you can now go into one central location and see all of your tags at a glance. The really beautiful part here is that if you use a lot of tags, you can treat this as a dashboard to get unprecedented insights into your business.

You can see at a glance how many contacts have a certain tag. But also how many automations rely on, or utilize any given tag. If you want to get more specific, you can view that one tag and see the full list of subscribers that have that tag. But also, get the full list of any and all automations that rely on this tag. If your automations center around tags, you know how powerful this is going to be for you.

And obviously, you have all the basic house-keeping stuff you want and need. You can rename tags, add tags and remove them, as you would expect. However, there is one extra bonus feature that you might not be expecting since you’re not going to see it anywhere else.

You can now also merge tags. After you use this even just once, you will wonder why doesn’t everyone offer something like this. It saves you a lot of time and helps you iterate faster.

Now, a heavy tag user will know how amazing this feature is and won’t need an explanation. However if you’re still new to tags, let me give you an example.

What often happens with tags (and defining marketing data in general) is that you don’t know how deep you want to go. Perhaps you decide to have a separate tag for “Company with 1-2 employees” and “Company with 3-5 employees”.

Over time however you realize this is an unnecessary differentiation and you have too many tags. So you might choose to merge these into one new tag that stands for “Company with 1-5 employees”.

The truth is that you can’t predict in advance what the right amount of differentiation is, and you will generally learn that from iteration. Until now (and with all other platforms) if you sliced the differentiation data too much, you were stuck having too many tags. With our tag manager this is no longer an issue. Just perform a tag merge.

2) Bulk tagging functionality

It might be a simple feature, but if you need it, you’re going to really love us for this feature as it opens up so many possibilities.

The way it works is pretty simple… you can go into any list or segment, select multiple contacts (or all of them), and then assign tags to your selection all at once.

Just look for the new “Add tags to selected” field, put in the tags you want to assign, and that’s it. Who says that super-powerful features cannot be simple and to-the-point? And if we are going to be talking about powerful things, this is more powerful than you can even imagine.

If you’re a heavy tag user, you are already in love with this feature just by hearing me describe it, as you already know the use cases. However, if you need an example, let me paint one for you.

As you might know, we have the most advanced segment-builder out there. You can really dig in and slice your list based on a lot of nested conditionals and really come up with some super-well-defined segments.

If your workflow is based around tags you have probably always wished it were easier to combine the power of the advanced-segment builder and tags in a quicker way. Well, now it is. First, create your advanced segment. Then just go to the new “Add tags to selected” field and assign all the tags you want for members of this segment.

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