Basic tagging plan

Basic tagging plan lets you identify your contacts based on the type of their engagement. It automatically assigns tags based on the type of offer your contacts respond to. This will help you segment your contact list based on the contacts’ interests and behavior, which means you can send them relevant offers in the future.

Template overview

Category: Lead qualifying
Elements in template: 7
Minimum number of elements to configure: 4

Basic tagging plan preview shown

Here’s what you’ll need to configure the elements and publish the template as a workflow:

  • 3 scheduled messages that will trigger the workflow when people click on the link to the offer
  • tags (optional). You can create tags as you’re building the workflow but its best to have a basic tagging plan. Tags will let you distinguish between contacts interested and not interested in your offer.

Configuring the template

All greyed out elements need to be configured. The Link clicked? condition is preset to any newsletter/any link. You can modify the settings to better suit your needs. Click an element to open its Properties tab.

  1. For each of the Link clicked conditions, select the messages and links to your offers that you want to track. Note: Leave the time settings set to Never. This will ensure continuous adding of new leads and will even work for messages sent before you publish the workflow.
  2. For the Tag actions connected to the “if yes” (green) connector, select the tags that will be assigned to your contacts based on the offer they clicked.
  3. For the Tag action linked to the “if no” (red) connector, select a “placeholder” tag. It will never be assigned because the negative path in the Link clicked condition has been disabled. We need this placeholder tag to be able to connect all the elements and publish the workflow.
  4. Click Save and publish when you’re done setting up the template or Save and exit if you want to finish editing the template later (it will appear as a draft on the Manage workflows page).

Going beyond

If you have the Professional plan, you can further edit your workflow:

Related workflows

You can use each of the tags at the end of Basic tagging plan to trigger:

Related links