Tag & manage subscribers
Apply tags and tidy your list to keep segmentation accurate.
Tag & manage subscribers Tutorials
EmailTooltester
Just Kristers
Speak About Digital
Intuit Mailchimp
How To with Alex
Capitalist Marketing
Brevo
Business Solution
Digimatic
Business Growth Strategic Advisors
Automate To Thrive 
Wolgol
Porter Metrics
ASHUTOSH KUMAR
Krause Tutorials
EmailTooltester
EmailTooltester
ActiveCampaign
ActiveCampaign
Emiel Dingemans from Magicianly | Email Marketing
Klaviyo
Tech Express
Greg Isenberg
Tutorial Library
EB
Coacto | Salesforce ConsultingTag & manage subscribers Tools
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The creator-first email marketing platform to grow, automate, and monetize audiences.
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Simple and effective digital marketing tools to grow your audience faster.
Tag & manage subscribers Industries
What is Subscriber Tagging and Why Use It?
Tagging is the process of applying flexible internal labels to your contacts to categorize them by behavior, interest, or source. Unlike rigid lists, tags allow you to maintain a single master list while keeping your data organized. You would use this to differentiate between 'interested' and 'very interested' leads based on their engagement, or to perform essential account housekeeping to optimize your time and subscription costs.
The General Workflow for Managing Subscribers
Effective subscriber management follows a consistent four-step process regardless of the software you choose:
- Initial Mapping: Before importing, ensure your columns are mapped correctly to maintain data integrity. You must have your tags created in the system before you begin the import process.
- Assignment: Apply tags manually for individual profiles, in bulk for existing groups, or automatically via triggers. For example, use the 'URL starts with' operator in automations to tag anyone visiting specific product categories.
- Segmentation: Use your tags to build dynamic segments. This allows you to target specific groups, such as a 'Sunset flow' for subscribers who haven't engaged in 120 days.
- Regular Cleanup: Perform regular maintenance to suppress unengaged users, ensuring you don't hit contact limits on your paid plan.
Which Tools Handle Tagging Best?
Our data shows that ActiveCampaign is the most demonstrated tool for this task (10 clips), often used for complex logic-based tagging. Mailchimp and Brevo follow closely with 7 demos each, focusing on user-friendly bulk tagging and audience management. Klaviyo (6 clips) is frequently shown for deep product-level tagging, such as tracking specific varietals or appellations in e-commerce orders. For creators, Kit (2 clips) offers a streamlined approach to managing cold subscribers and lead magnet delivery.
Tips and Common Mistakes
- Test with Yourself: Always add yourself as a contact first to test your tags and automated campaigns before sending to your full list.
- Watch the Sync: Remember that email marketing status is often a two-way sync; changes in your CRM will affect your marketing platform and vice versa.
- Bulk Tagging Limits: In Mailchimp, the bulk tag feature will ignore any email addresses that are not already part of your audience.
- Timing: Be aware that sync processes between applications can take up to an hour to update records.
- Internal Clarity: Add a list description to help other users in your workspace understand how specific tags or segments operate.
Frequently asked questions
How do I add subscribers to a tag in Kit?
Navigate to the Subscribers page under the Grow tab. Select the contacts you wish to organize using the checkboxes, then click the Bulk Actions dropdown and select 'Add Tag'. You can also apply tags automatically when a user signs up via a specific form.
What is the difference between segments vs tags in ConvertKit (Kit)?
Tags are individual labels used to track specific actions or interests, while segments are groups of one or more tags. It is best practice to use a single master list and organize subscribers with tags, then use segments to send targeted broadcasts to multiple tag groups at once.
How do I use tags in MailerLite?
In MailerLite, tags are managed through 'Groups'. Navigate to the Subscribers page, click the Groups tab, and create a new group to act as your tag. You can then move subscribers into these groups manually or via automation rules.
How do I delete or manage cold subscribers in Kit?
To manage cold subscribers, create a segment for users who haven't opened an email in over 90 or 120 days. You can then use a 'Sunset flow' to try and re-engage them before using bulk actions to unsubscribe or delete them to keep your list healthy.
Can I tag subscribers for free?
Yes, many platforms like MailerLite, Kit, and Beehiiv offer free tiers that include basic tagging and segmentation. However, advanced features like automated link triggers or predictive churn analytics often require a paid subscription.
What is a tag subscription in e-commerce?
Subscription tags are used to differentiate recurring subscribers from one-time purchasers. These tags are often applied automatically based on 'Ordered Product' metrics and can be used to trigger specific loyalty rewards or renewal reminders.