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Contributor I
ktait
Contributor I
December 11, 2023
Solved

Tags - what are they?!

I’m brand new to email marketing and Klaviyo. Please could someone explain what tags are for and how to use them. I run self-catering cottages in Devon.

Thanks in advance

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    bluesnapper
    bluesnapperAnswer
    Champion & Partner
    December 12, 2023

    Hi @ktait 

    They’re useful for managing your account and speeding up workflow.

    For example, If you have many segments, campaigns, and flows, some might be for customers and some for prospects. So, you tag them accordingly. Then when viewing them in a list, you can use tags to filter them. 

    I also use them for filtering opt-in/opt-out segments, various customer segments who’ve ordered specific products, pre-purchase flows, post-purchase flows, review flows, by location, campaign type, and in lots of other ways. 

    Hope that helps.

    Andy

    https://bluesnapper.com - Klaviyo Champion '24 & Partner
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    4 replies

    bluesnapper
    Partner
    bluesnapper
    Champion & Partner
    December 12, 2023

    Welcome to the community @ktait 

    Here’s a good overview for you: https://help.klaviyo.com/hc/en-us/articles/360025834271

    Any questions, let me know

    Regards

    Andy

    https://bluesnapper.com - Klaviyo Champion '24 & Partner
    Contributor I
    ktaitAuthor
    Contributor I
    December 12, 2023

    Thanks @bluesnapper. I’ve looked at that article already but it doesn’t explain what the purpose of tags is? 

      bluesnapper
      Partner
      bluesnapperAnswer
      Champion & Partner
      December 12, 2023

      Hi @ktait 

      They’re useful for managing your account and speeding up workflow.

      For example, If you have many segments, campaigns, and flows, some might be for customers and some for prospects. So, you tag them accordingly. Then when viewing them in a list, you can use tags to filter them. 

      I also use them for filtering opt-in/opt-out segments, various customer segments who’ve ordered specific products, pre-purchase flows, post-purchase flows, review flows, by location, campaign type, and in lots of other ways. 

      Hope that helps.

      Andy

      https://bluesnapper.com - Klaviyo Champion '24 & Partner
        Contributor I
        simon-evolution
        Contributor I
        April 24, 2024

        ktait, 

              Think of tags like post it notes that you can slap on a customer’s back. Depending on what actions they’ve taken on your website, products they’ve clicked, baskets they’ve abandoned, products categories they have viewed you mist wish to tag them accordingly. Say they enter your abandoned browse flow you might wish to tag them ABF and once they purchase you can automate replacing this tag with one called ABF_Success. This way you can create a list of customers who you have been able to push to purchase and a list of those who you couldn’t get to purchase. Knowing who is who is important, who are you going to spend time on trying to reach and convince to make a purchase, they guy who was already easily convinced or the guy who you couldn’t get to buy?

         

        There are thousands of other example where enhancing the amount of easy visible data you have attached to a customer account will be useful. That’s what tags are for, they are just points of information about a customer account that you might wish to use for optimising your customer comms.

         

        Mostly I do all my tagging in Shopify (my web platform) but for stuff that takes place in Klaviyo I tag them in Klaviyo.

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