How To Tag In Hubspot

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One of the most valuable but often overlooked functions in HubSpot is the feature of tagging. Tags enable you to arrange and classify your contacts, simplifying the process of managing your marketing campaigns. This article will guide you on efficiently tagging contacts in HubSpot.

Understanding Tags in HubSpot

Before you start tagging your contacts, it’s important to understand what tags are and how they can help you. In HubSpot, tags are custom labels that you can apply to your contacts. You can use these tags to segment your audience, personalize your marketing campaigns, and track the effectiveness of your efforts.

Creating Tags in HubSpot

Creating new tags in HubSpot is a straightforward process. Here’s how you can do it:

  1. Go to your HubSpot dashboard and click on ‘Contacts’.
  2. Click on a contact’s name to open their profile.
  3. Scroll down to the ‘Tags’ section and click ‘Manage tags’.
  4. In the ‘Manage tags’ window, click ‘Create tag’.
  5. Type a name for your new tag and click ‘Save’.

Now, you have your first tag ready to be used. You can create as many tags as you need to effectively categorize and segment your contacts.

Adding Tags to Contacts

Once you’ve created your tags, it’s time to start applying them to your contacts. Here’s how:

  1. Go to your HubSpot dashboard and click on ‘Contacts’.
  2. Click on a contact’s name to open their profile.
  3. Scroll down to the ‘Tags’ section and click ‘Manage tags’.
  4. In the ‘Manage tags’ window, select the tag you want to add and click ‘Save’.

Your contact is now tagged! You can easily remove or change the tag by following the same steps.

Using Tags for Segmentation

Tags aren’t just for organization—they’re a powerful tool for segmentation. By creating contact lists based on tags, you can send targeted marketing emails, personalize your website content, or create specific workflows. Here’s how to create a contact list based on a tag:

  1. Go to your HubSpot dashboard and click on ‘Contacts’, then ‘Lists’.
  2. Click ‘Create list’.
  3. Select ‘Contact-based’ and click ‘Next’.
  4. Set the filter to ‘Contact property’, then choose ‘Tag’ from the dropdown menu.
  5. Select the tag you want to use for your list.
  6. Click ‘Apply filter’ and ‘Done’.
  7. Type a name for your list and click ‘Save’.

Now, you have a contact list based on a specific tag. You can use this list to launch highly targeted and personalized marketing campaigns.

Conclusion

Tagging in HubSpot is a robust tool that can streamline your marketing efforts and help you deliver more personalized experiences to your audience. It might take some time to implement effectively, but the payoff is well worth it. Start tagging your contacts today and see your marketing flourish!