Delivra’s Update Tag block is a useful tool for organizing your email contacts into groups. Unlike the Update Email Field step, which modifies data stored in a contact's profile, the Update Tag block adds or removes contacts from predefined tags. These tags are lists of contacts that don’t rely on dynamic data, making them ideal for grouping contacts based on specific criteria or behaviors.
This block enhances your automations by allowing them to manage and sort your contact lists dynamically, ensuring your workflow stays organized and efficient.
In Delivra, a tag is a static list of email contacts that have been grouped together. Unlike segments, which rely on dynamic rules or filters based on contact data, tags are manual lists that remain unchanged unless updated by a user or automation. Tags are great for:
- Grouping contacts based on specific actions or milestones (e.g., “Webinar Attendees” or “VIP Customers”).
- Simplifying targeting for future campaigns.
- Creating quick reference lists that don’t depend on changing data.
The Update Tag block allows automations to add or remove contacts from these static lists automatically, keeping your tags up-to-date without manual intervention.
Key Use Cases
The Update Tag block can be used in various scenarios:
- Organizing Campaign Audiences: Add contacts to a tag based on their actions (e.g., “Clicked Link A” or “Completed Onboarding”).
- Event Management: Use tags to track attendees for webinars, training sessions, or other events. For example, contacts who RSVP can be added to a “Confirmed Attendees” tag.
- Exclusion Lists: Remove contacts from tags when they no longer qualify for a group (e.g., moving “VIP Customers” to a general audience tag if their status changes).
- Re-Engagement Campaigns: Automatically tag contacts who didn’t open or click a previous email for easier targeting in a follow-up campaign.
Benefits of Using the Update Tag Block
Adding the Update Tag block to your automations provides several advantages:
- Simplified Group Management: Automatically organize your contacts into lists without needing manual updates.
- Enhanced Targeting: Use tags with confidence, knowing that they are up-to-date and the right audience will receive your message.
- Automation Efficiency: Use tags to track contact actions or milestones, helping you monitor progress through automations.
- Flexibility: Since tags don’t rely on dynamic data, they’re perfect for grouping contacts without needing to complicate your data or figure out specific segment criteria.
Best Practices
To make the most of the Update Tag block, keep these tips in mind:
- Plan Your Tags in Advance: Define your tags before building automations to ensure you’re grouping contacts effectively.
- Keep Tags Relevant: Avoid creating unnecessary tags that might clutter your system. Consolidate where possible.
- Combine with Conditions: Use the Update Tag block alongside Evaluate Conditions to ensure contacts are tagged based on specific actions or criteria.
- Regularly Review Tags: Periodically review and clean up tags to maintain an organized system.
By incorporating the Update Tag block into your Delivra automations, you unlock the ability to organize contacts into static lists based on their behaviors and actions. This not only simplifies your workflow but also ensures your contact management stays streamlined and effective.