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Tags

Campaign Studio provides tags to help you label contacts with keywords and phrases so that you can organize contacts with similar qualities. You can apply multiple tags to a single contact. After you create tags, you can reuse them across contacts and leverage them to perform multiple actions in Campaign Studio.

Tags page

The Tags page is the main interface to create and manage tags in Campaign Studio. However, you can also create tags by editing a contact. The Tags page lists all the tags created in Campaign Studio, irrespective of the method used for creating them.

Tags page

The Tags page contains the following information:

Column

Description

NAME

Displays the tag name that you provide while creating it.

# CONTACTS

Displays the number of contacts and a link to view the list of contacts the tag is applied to. To view the list of contacts for a specific tag, click View # Contact.

ID

Displays the ID of the tag indicating the position at which the tag is created in Campaign Studio. For example, an ID of 4 indicates that it is the fourth tag that is created in Campaign Studio.


Creating tags

Creating tags through the Tags page

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Tags.

  3. On the Tags page, click +New.

  4. On the Create new tag page:

    1. In the Name field, enter a name for the tag.

    2. In the Description field, enter a description of the tag.

  5. Click Save & Close.

    Campaign Studio creates the new tag. You can apply the new tag to any of the contacts in Campaign Studio, and use it through the system where tags are available.

Creating tags by editing a contact

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Contacts.

  3. On the Contacts page, locate the contact for which you want to create a tag.

  4. Click the drop-down before the contact name, and then click Edit.

  5. On the Edit contact page, in the Tags field, enter a name for the tag and press Enter.

    Note

    When editing a contact, you can also add and remove previously created tags.

  6. Click Save & Close.

    Campaign Studio creates the new tag and applies it to the contact.

  7. On the Tags page, verify that the tag is created and applied to the contact.

    To verify that the tag is applied to the contact, you can click the applicable link in the CONTACTS column.

Deleting tags

Deleting a tag from the Tags page deletes it from the system. From the Tags page, you can only delete the tags without any contacts.

Deleting a tag from a contact’s record only removes it for that contact but the tag remains available on the Tags page and throughout the system.

To permanently delete a tag containing contacts:

  1. Create a segment using the Tags filter that includes the tag you want to delete.

  2. Create a campaign using that segment as a source.

  3. Create a Modify Contact’s Tags action.

  4. In the Remove tags field, select the tag that you want to remove.

  5. Publish the campaign.

  6. Delete the tag from the Tags page.

Using tags

Tags can be leveraged to perform multiple actions throughout Campaign Studio, and are available in:

Using tags in segment filters

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Segments.

  3. On the Contact Segments page, click +New.

    Campaign Studio displays the New Segment page.

  4. On the Details tab, provide appropriate details in the fields.

  5. On the Filters tab, select Tags from the dropdown.

  6. In the Tags row, select an operator and select or type a tag name.

  7. Click Save & Close.

Using tags in form actions

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Components > Forms.

  3. On the Forms page, click +New.

  4. Select the type of form you want to create. For example, New Campaign Form.

  5. On the Details and Fields tabs, provide appropriate details in the fields.

  6. On the Actions tab, select Modify contact’s tags from the dropdown.

    Campaign Studio displays the Modify contact’s tags dialog box.

  7. In the Name field, enter a name for the action.

  8. In the Description field, enter a description for the action.

  9. Add or remove the required tags.

  10. (Optional) In the Add tags field, select the tags that you want to apply to a contact.

  11. (Optional) In the Remove tags field, select the tags that you want to remove from a contact.

  12. Repeat steps 6 to 11 to add more actions.

  13. Click Add.

  14. Click Save & Close.

Using tags in point triggers

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Points > Manage Triggers.

  3. On the Point Triggers page, click +New.

    Campaign Studio displays the New Trigger page.

  4. On the Details tab, provide appropriate details in the fields.

  5. On the Events tab, select Modify contact’s tags from the dropdown.

    Campaign Studio displays the Modify contact’s tags dialog box.

  6. In the Name field, enter a name for the trigger action.

  7. In the Description field, enter a description for the trigger action.

  8. Add or remove the required tags.

  9. (Optional) In the Add tags field, select the tags that you want to apply to a contact.

  10. (Optional) In the Remove tags field, select the tags that you want to remove from a contact.

  11. Repeat steps 5 to 10 to add more actions.

  12. Click Save & Close.

Using tags in campaign actions

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Campaigns.

  3. On the Campaigns page, click +New.

    Campaign Studio displays the New Campaign page.

  4. In the Name field, enter a name for the campaign.

  5. In the Description field, enter a description for the campaign.

  6. Click Launch Campaign Builder.

  7. Select Contact segments or Campaign forms as the content source.

  8. In the Contact Source dialog box, select the appropriate option and click Add.

  9. Continue to follow the steps for building the campaign.

  10. Click the + sign under any action, decision, or condition.

  11. Click Select on the Action tile.

  12. Select Modify contact’s tags from the dropdown.

    Campaign Studio displays the Modify contact’s tags dialog box.

  13. In the Name field, enter a name for the action.

  14. In the Description field, enter a description for the action.

  15. In the Execute this event field, select the appropriate option.

  16. Add or remove the required tags.

  17. (Optional) In the Add tags field, select the tags that you want to apply to a contact.

  18. (Optional) In the Remove tags field, select the tags that you want to remove from a contact.

  19. Click Add.

  20. Click Save.

  21. Click Close Builder.

  22. Click Save & Close.

Using tags in campaign conditions

Condition: Contact tags

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Campaigns.

  3. On the Campaigns page, click +New.

    Campaign Studio displays the New Campaign page.

  4. In the Name field, enter a name for the campaign.

  5. In the Description field, enter a description for the campaign.

  6. Click Launch Campaign Builder.

  7. Select Contact segments or Campaign forms as the content source.

  8. In the Contact Source dialog box, select the appropriate option and click Add.

  9. Continue to follow the steps for building the campaign.

  10. Click the + sign under any action, decision, or condition.

  11. Click Select on the Condition tile.

  12. Select Contact tags from the dropdown.

    Campaign Studio displays the Contact tags dialog box.

  13. In the Name field, enter a name for the condition.

  14. In the Execute this event field, select the appropriate option.

  15. In the Tags field, select the tags that you want to apply to the condition.

  16. Click Add.

  17. Click Save.

  18. Click Close Builder.

  19. Click Save & Close.

Condition: Contact field value

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Campaigns.

  3. On the Campaigns page, click +New.

    Campaign Studio displays the New Campaign page.

  4. In the Name field, enter a name for the campaign.

  5. In the Description field, enter a description for the campaign.

  6. Click Launch Campaign Builder.

  7. Select Contact segments or Campaign forms as the content source.

  8. In the Contact Source dialog box, select the appropriate option and click Add.

  9. Continue to follow the steps for building the campaign.

  10. Click the + sign under any action, decision, or condition.

  11. Click Select on the Condition tile.

  12. Select Contact field value from the dropdown.

    Campaign Studio displays the Contact field value dialog box.

  13. In the Name field, enter a name for the condition.

  14. In the Execute this event field, select the appropriate option.

  15. In the Contact Field field, select Core Tags.

  16. In Operator field, configure the appropriate condition.

  17. In the Value field, manually write the tag that you want to apply to the condition.

    Note

    Currently, existing tags do not automatically display in the Value field. For quality control, see the list of tags on the Tags page when manually adding tags.

  18. Click Add.

  19. Click Save.

  20. Click Close Builder.

  21. Click Save & Close.

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