The Best Way to Name Tags in Your Email Service Provider

Inside your Email Service Provider, you probably rely heavily on tags.

You can use them to keep track of who’s doing what.

What your contacts are interested in.

And track how engaged they are.

But it’s important to organize your tags, and give them clear names.

Otherwise, things will get messy quickly.

In this guide, you’ll learn how to name your tags in your email service provider.

Let’s dive in!

Best naming convention for tags

To name your tags, you first have to come up with a tagging naming convention.

A certain way to name your tags.

And as soon as you choose a tagging naming convention, you should stick to it.

I’ve seen people using all kinds of different formats;

  • WEBINAR: Attended free workshop on email marketing
  • WEBINAR: email marketing – attended
  • Webinar – Attended – Email marketing
  • attended: email marketing webinar
  • webinar_attended_email_marketing
  • email-marketing-webinar-attended

And while I think there’s not really a right or wrong, you could make things a bit easier for yourself by having a clear structure in which you make use of brackets, colons, and dashes.

(check if you email service provider allows things like brackets, colons, dashes)

If you don’t, you can lose the overview quickly.

I like to name my tags like this:

  • [Webinar] Attended: email marketing

You put the category of the tags between brackets, then the action, and after the colon, you’ll add something specific.

Simple, right?

And this translates easily to any tag you might need.

Let me show you some examples.

Example tags

After you’ve decided on a tagging naming convention, you should think about what you would like to tag & write a list of example tags for it.

I, for example, like to tag the following events;

  • [Event] Read: $ARTICLE
  • [Event] Replied: $EMAIL
  • [Event] Sent: $ARTICLE
  • [Event] Viewed: $PAGENAME
  • [Event] Watched: $VIDEO

But I also find it important to track sales;

  • [Sales] Canceled subscription: $PRODUCT
  • [Sales] Failed recurring payment: $PRODUCT
  • [Sales] Made recurring payment: $PRODUCT
  • [Sales] Made subscription payment: $PRODUCT
  • [Sales] Purchased: $PRODUCT
  • [Sales] Refunded: $PRODUCT

And I also add tags based on what someone is interested in;

  • [Interest] Topic: $TOPIC

And if you have different kinds of subscriptions within your email service provider, you might want to use something like this:

  • [Subscription] Subscribed: $TOPIC
  • [Subscription] Unsubscribed: $TOPIC

For webinars, you could use the event tags, but I like to give them separate tags as these are really important for me:

  • [Webinar] Attended: $WEBINAR
  • [Webinar] Didn’t attend: $WEBINAR
  • [Webinar] Left early: $WEBINAR
  • [Webinar] Registered: $WEBINAR

I also have an affiliate program, so I use a few tags for that:

  • [Affiliate] Status: pending
  • [Affiliate] Status: accepted
  • [Affiliate] Status: rejected

I host all my courses inside an education platform that I named the Playground. I use a few tags to manage who has access to which pages & products:

  • [Playground] Access: $PAGE
  • [Playground] Access: $PRODUCT
  • [Playground] Membership Type: free
  • [Playground] Membership Type: paid
  • [Playground] Status: blocked

And that’s it!

Those are the most important tags I’m using.

I know it’s quite a big list, and yours doesn’t have to be this big, but I just wanted to give you some ideas 🙂

So what I would recommend doing, is to create a spreadsheet to create a list like this.

That way, when you’re working on a new automation, you can always quickly look up how you should name your tags.

Tip: I created a spreadsheet for myself that you can import here if you like.

Final words on tags

Use every tag with purpose.

Only create tags if you will do something with it.

And if a tag has served its purpose, delete it automatically from the contact’s profile.

Otherwise, those profiles might get cluttered too, no matter how good you named your tags.

Over to you

That’s it!

Now I would like to hear from you.

Is this going to help you to organize your tags better inside your email service provider?

Or are you still confused?

Whatever it is, let me know in the comments below.

Avatar of Max van Collenburg
Max van Collenburg

I'm addicted to travel, love a good cappuccino, have two cute cats, and craft actionable content for online business owners that want to grow their business with non-sleazy marketing & automation. More weird facts about me here.

6 thoughts on “The Best Way to Name Tags in Your Email Service Provider”

  1. Avatar of Zoltan Farkas

    Hi Max!
    It’s Me Again 🙂
    I understand the structure “I guess” but I have 2 question
    – in the [EVENT] you just put the Event, interest, … or you specifying as well let say [LEAD GEN EVENT]
    The middle part is specifying what happened if I understand well : Request:
    the last part is the showing about with what I guess, and here is the second question:
    You wrote like this: $FREEBIES
    Does the $ sign have a special purpose? is it meaning you pull that data from a custom field dynamically or the $ sign is just necessary to be there?

    • Avatar of Max van Collenburg

      Hey Zoltan! Good question! The dollar sign is just to indicate the name of that thing. So $FREEBIE would be replaced with the name of the freebie.

  2. Avatar of Darci

    Hey Max!
    I’m migrating to AC so this is perfect to me.
    I had a mess with tags before.
    Sooooo, what I’m trying to understand is how do you separate and or remove the tag or prevent multiple similar tags, once there is a sale/attendance?

    For instance I have [Event] Virtual Cleanse Vs [Sales] Purchased:Virtual Cleanse
    and [Sales] Purchased:30-Day Serious Cleanse Challenge and [Membership] Access: 30-Day Serious Cleanse Challenge.

    I need to start slow so I’m not going to get that granular and track the attended webinar how much etc. but I want to keep my tags tight. <3
    U are awesome Maxi, if i can ever help you, please DON'T hesitate to ask!

    • Avatar of Max van Collenburg

      Good question Darci! Having multiple tags that are similar isn’t wrong, as long as they have a different purpose.

      I would for example not mind to have these two;

      • [Sales] Purchased: $PRODUCT
      • [Membership] Access: $PRODUCT

      The first tag tells me who purchased, the second one tells me who has access. Most of the people have both, but some people might have lost access because they asked for a refund, or someone got access without purchasing because of a special deal.

      But I try to prevent to have a contact profile with multiple tags like this;

      • [Webinar] Registered: $WEBINAR
      • [Webinar] Attended: $WEBINAR

      If they attended, I know they once registered. So once they get the attended tag, I automatically delete the registered tag.

      Hope that helps!

  3. Avatar of Scott Vogel

    This is most definitely going to help me name my tags. In our business naming conventions is vital in searching for and finding certain assets. This is exactly what I needed at exactly the right time as we’re just getting started using AC after having used numerous other email services, crm’s and platforms. This makes so much sense.

    • Avatar of Max van Collenburg

      Happy to hear it will help you to name your tags! 😄

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