What is a tag and why should you use it in Learnybox?

This article explains what tags are and how they help you organize and find contacts based on their profile, behavior, or your follow-up needs.

You will also learn how tags make it easier to segment contacts, personalize communications, and trigger automations.

A tag is a label assigned to a contact to identify their profile, interests, actions, or stage in your customer journey.

A contact can have multiple tags, allowing you to classify them according to several criteria. You can then use these tags to find the relevant contacts, filter your database, personalize your communications, or trigger specific actions.

Tags allow you to group contacts who share a common characteristic. You can then quickly filter your contacts using the relevant tag instead of reviewing each contact individually.

For example, contact segmentation using tags can help you distinguish between:

This makes it easier to find the right contacts for a particular communication or follow-up action.

The same communication may not be relevant to all your contacts.

By using tags, you can identify the contacts concerned by a particular topic, offer, or action. You can then tailor your communications to their profile, interests, or situation.

For example, a customer may not need to receive the same information as a lead, while a contact interested in coaching may benefit from a dedicated email sequence.

You can use the addition or presence of a tag as a condition in an automation. When a contact matches that condition, Learnybox can trigger the actions you have configured.

For example, you could assign the tag Interested in coaching after a contact clicks a specific link, then use that tag to start a targeted email sequence.

Tags therefore provide clear criteria for determining when an automation should begin and which contacts it should apply to.

A tag can be used as a marker when a contact expresses an interest or completes an action that is important to your follow-up process.

Tags allow you to retain useful information about a contact without having to review their entire history.
​

They can help you track:

You can then use this information to find the relevant contacts and adapt your future communications or actions accordingly.

Using tags consistently can help you achieve:

To keep your tag structure easy to understand and manage, use clear and consistent names. The purpose of each tag should be immediately understandable from its name.

To learn how to create and manage tags, please refer to this article: How to create and manage tags