You are probably aware that communication is much more effective when you segment your audience.
There are a number of ways to segment an audience: by demographics (e.g. age, gender, location), by action (e.g. subscribed through a landing page, opened an email, clicked a link), by behavior (e.g. how much the customer spends, how often they buy, RFM segmentation)... or really, any other way you want.
For this last option, you'll use tags.
In this article, you'll learn why you need tags, and how to use them in edrone.
Why use tags?
Our marketing automation scenarios will usually let you personalize newsletter content for your target audience. For example, "big spenders" will get one kind of email, while "low spenders" will get another.
However, sometimes you might need to customize your database segmentation a bit. For example, you might want to send press releases to journalists, or you may have two kinds of clients (e.g. retail and wholesale).
In such cases, tags are extremely helpful. They are:
Customizable: you can choose any name you want, and organize your clients by any parameter you need.
Flexible: you can easily add, rename, merge, or remove tags.
Non-exclusive: you can apply multiple tags to the same contact to include that person in different segments.
Versatile: tags can be used in different engagement scenarios in edrone.
How to use tags in edrone
How to add a new tag
Go to Customers > Tags, then click the yellow "+ Add tag" button in the top right corner of the page.
A window opens with a "Tag name" field. Type the name you want and click Save. That's it — your new tag is ready to use.
Managing your tags
The Tags page gives you a full overview of every tag in your account, plus tools to keep the list organized:
Use the search box to find a tag by name.
Use the Data source, Contacts, and Created filters to narrow down the list.
Click any column header — Tag name, Contacts, Last contact added, Created, or Data source — to sort the table.
📌 Tip: tags created before this update show "Unknown" in the Data source column, since that information wasn't tracked yet. Tags you create with the "+ Add tag" button show "Manual".
Each tag row has a Preview button and a "⋮" (Actions) menu with three options:
Rename: change the tag's name.
Connect...: merge this tag into another one. Pick a Target tag, and all contacts from the tag you're merging move to it. The source tag is then removed, and contacts already in the target tag won't be duplicated.
Delete: permanently remove the tag.
You can also select several tags at once using the checkboxes on the left. A bar appears at the top of the table with Clear selection, Connect... (to merge all selected tags together), and Delete (N) (to delete all of them at once).
edrone still has no limit on how many tags you can create.
⚠️ Important: deleting a tag is permanent, and merging tags can't be undone either. Deleting a tag removes it from every contact that had it.
How can I assign tags to customers?
There are two ways of doing that:
Importing the contacts database with tags previously assigned to particular contacts, or one tag assigned to the entire database. Click here to learn how to import a contact database into edrone.
Adding it manually to each client by opening the customer's profile, choosing a tag from the "Add tags" drop-down menu and clicking on the selected tag. Please note that, before you apply a tag to a customer, you first need to add that tag into the edrone system (see "How to add a new tag" above).
Where can I use tags in edrone?
You can use tags segmentation in the following scenarios:
For the "Welcome New Subscribers" scenario, you can prepare a different message for each tag. All you need to do is use the "Messages for tags" option.
Tags are also an important part of Pop-Ups and Web Layers when used for newsletter subscription. Customers who subscribe through these on-site features will be automatically assigned specific tags, which can then be used for the Newsletter Subscription scenario.
⚠️ Important: if you permanently delete a tag, all links to that tag will be automatically deleted!
Need more help?
If you have any further questions about Tags, please do not hesitate to contact us at hello@edrone.me