Tags

Tags are labels you attach to your contacts to group them, for example everyone who signed up for your webinar.

How tags are assigned

A tag can be added to a contact in several ways:

1. Automatically when someone signs up via an Email form block: turn on Tag contacts in the Email form block settings. Everyone who sends that form gets the tag.
2. Automatically when someone fills in a Form: in a Form, the Email field has its own Tag contacts option. That tag is applied as soon as the visitor sends the step containing their email, even if they don't finish the form. Each destination can also add a tag (Tag contact) to the people who complete the form and land on it.
3. Automatically when someone buys a product: every product has its own tag, assigned as soon as a contact buys or claims it. To find these customers, filter your contacts by Products. The Product block can also add tags of your choice to customers (Tag customers).
4. Manually from the contact detail page: open any contact in your dashboard and add or remove tags by hand.
5. In bulk: select contacts in your list, then choose Add tags in the ⋮ menu. You can also tag a whole list when you import it.
6. From an automated email: an email in one of your automations can tag the contact when it's sent (Tag the contact on send).

Tags can also be added through the TinyPages API (the way other software connects to your account), or by Claude and ChatGPT once linked to your account.

What tags are used for

Tags connect several parts of TinyPages together:

• Audience targeting in emails: send an email only to contacts with a specific tag, or exclude a tagged group
• Automation triggers: each tag has its own automation. When the tag is assigned, the automation starts for that contact. Imports and tagging many contacts at once work a little differently, as explained on that page
• Evergreen deadlines: when a person gets a tag by signing up themselves (Email form block, Form, free or paid product), a personal countdown can start for them. A tag added by hand, in bulk, through an import, the API, Claude, ChatGPT or an automated email never starts a countdown.

Naming your tags

Use clear, descriptive names that reflect the contact's behavior or status. Good examples: free-course-signup, waitlist-may-launch, customer-program-x, webinar-june. Avoid vague names: you'll find the right tag faster when you choose who gets an email or set up an automation.