User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  1. Profiles Management

Group Your Profiles by Tag

PreviousWhat is an Audience?NextEdit or delete tags

Last updated 4 years ago

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Tags are similar to segments except that they are not automated. Tags allow you to group your contacts manually. For example, if you have a loyal customer base and want to provide exceptional care, the "card" feature will be beneficial for you.

To group your contacts by certain tags, follow these steps:

Step 1: Select the contacts to tag in the contact list and click the "Tags" button on the toolbar.

Step 2: In the "add tags" window, select one or more tags to attach to the group. On the other hand, to create a new card, click on "Manage Tags" to create before it appears on the card list.

Step 3: After you've selected the card to set for the contact group, click the "Application" button to save the selected changes.

Step 4: The notification "Card has been successfully added" will let you know you have successfully added a card to a contact group and check them at Contact -> Tags.

Note: The card can be used in categorizing contacts. However, it is also associated with our "Automation" so please consider using it accordingly, here we will guide you to use the card most effectively:

This automation will run when the tagging action is taken. The process of implementation will be to set the conditions and actions of the campaign.

  • The condition will be "Tag added", we will name the card, for example, the card "lead".

  • Then set the action, simplest and most common, send an email to the contact.

  • Once the campaign is set up, it's ready to run. Click "start" to allow the campaign to go live.

  • You will then tag the "Leads" in the contacts you want them to be targeted in this campaign. (Before that, you could create a customer segment (Segment) and tag a lot for the segment. there)

  • After successful tagging, the "Quick question" email will be sent to those contacts with the above tag.