Tags help you to maximize the power of Drip. This dataset allows you better understand and track your subscriber segments. They also help you to manage your subscriber list much more efficiently.
In this article:
Tags add visual identifiers to your subscribers and help you to better understand their behavior or engagement level. For instance, you might apply a general "customer" tag to any subscriber that makes a purchase. They also make it easy to query for particular segments of subscribers at a later time.
You can name tags anything you’d like, but we'd recommend keeping them as descriptive as possible.
And if you adhere to descriptive naming conventions when applying tags, you should be able to see, at a glance, how engaged the subscriber is.
When viewing this subscriber, we can tell right away that they are a customer subscribed to a weekly newsletter subscription and they have downloaded a whitepaper.
Use the "Apply a tag" action to automatically tag subscribers that trigger certain automation steps in your workflows and basic rules.
When applying tags in your workflows, you'll generally tag based on key milestones your subscribers might trigger, like making a purchase, for example.
Above, notice how a "customer" tag is applied to any subscriber that triggers a purchase goal.
In your basic rules, apply tags in the action step of the automation rule.
With Bulk Operations, you can apply an overall tag to all the subscribers its segment.
For instance, if you are migrating from another email service provider (ESP), you might apply a general tag when importing your subscribers into Drip. This will help you differentiate those subscribers from the rest of your list when performing subscriber queries.
You can even apply tags to individual subscribers through their subscriber profile:
It is important to know that tags are applied once to the subscriber.
This means that automation triggered by a particular tag will only happen once for the duration that the tag is held by the individual subscriber. The only way the same tag can get applied to the subscriber again (and repeat automation steps) is if it is removed and then applied again.
If you are using our API resources, you can apply tags to subscribers in your API calls.
Tags should be used to track generalized information about the subscriber, such as them becoming a prospect or a customer. Tags should be used in situations where recording a date is not a vital piece of information (you will learn that Events should be used for this in the next section).
You won't find much use for tags if you need to increment on how many times it would have been triggered. If you're looking to do that, you should be recording events instead.