When we started building Campaign Refinery, we knew that a tagging based approach to contact management was far superior to the old fashioned idea of unique “lists”.

Tags have been the foundation of our automations and contact management, which is why we’re so excited about our huge improvement for tagging based on engagement.

The Brand New Tagging Management Interface

This overhaul is important to handle three different ways of tagging engagement, and sets up an amazing way to deploy revenue generating offers based on engagement (highlighted in our next post).

NOTE: Each component is possible both for broadcasts and automated emails, giving you a ton of flexibility. Check out the bonus method for creating segments based on engagement.

Part 1: Tagging Opens

The most basic level of engagement is the email open.

While opens are not 100% reliable across the industry, thanks in large part to the dizzying array of email clients people use… it’s still makes for a broad measuring stick of engagement.

Now, you can easily apply and/or remove tags the first time a contact opens an email. This only fires the tag the first time we record an open.

Interface for Tagging Opens. Add, Remove or Both.

Part 2: Tagging ANY Clicks

While specific tags can give you specific intent, tagging if a contact clicks any link in the email (other than the unsubscribe URL), you can apply or remove tags.

Again, this helps a lot with tagging people who have gone one step beyond just opens. This is your hot clicker list, the people who are the most engaged with your content and messaging.

You’d be surprised how many contacts might request information and then never even open the fulfullment email, let alone click it.

This coveted clicker list is something that you should be tracking.

Part 3: Tagging Specific Clicks

Now that you know how to tag opens and any clicks, this is where things get particularly interesting from a segmentation standpoint.

Imagine sending a “blog post recap” email that linked to different topics within your broader area of expertise.

Maybe one link is to something related to “Facebook Ads” and another is about “Search Engine Optimization”.

Well, in this case, it’s now very easy to tag your blog post about Facebook Ads with the tag “Facebook Ads” and the blog post about SEO with the tag “Search Engine Optimization”.

Not only is this helpful down the road, but if you stack your campaigns correctly… then you could even kick off a promotion on autopilot to those who raise their hands for specific interest.

When you’re in this interface you may also notice that our system intelligently groups together a URL when it’s used in multiple locations.

Then we give you the text surrounding that link for more context as to where it’s being used. So if you’re using the same URL in multiple locations, it’s even easier to configure the tagging!

Hint: This is going to be SUPER powerful with the feature we’re announcing in our next post. Where you’ll have all the tools you need to deploy automatic, evergreen flash sales that are unique to each contact.

BONUS: Creating Broad Engagement Segments

While this new interface is incredibly powerful for a variety of tagging scenarios on specific emails, sometimes you want to create broad engagement segments.

In this scenario, I suggest you check out our Automation options for broad level tagging on ANY opens or clicks within a particular campaign.

Campaign Level Engagement Tagging

These high level engagement tracking automations are a good way to quickly create and fill audience segments of people who engaged at all within a particular campaign.

So when you go to send your next broadcast, you can send to everyone who opened or clicked within a particular interest bucket.

What do you think of these new tagging features?

Let us know in the Facebook Group here.


Travis Ketchum
Travis Ketchum

Travis Ketchum is the Founder & CEO of Campaign Refinery and Contest Domination - helping 10's of thousands of businesses build bigger email lists filled with qualified leads since 2012.