When it comes to organizing subscribers in your account, subaccounts and lists are the primary ways to segment people into different ministries or groups, but tags are helpful for further organization.
A few examples:
Tag a subscriber with "brand new" if it was their first time visiting.
Tag a subscriber who you've personally called and talked with to let other account users know that person has already been contacted.
Tag someone who submitted a prayer request as a reminder to be praying for them.
Creating a Tag
Go to the Subscribers page > Scroll to the bottom > Create New Tag. Type your tag name > Create Tag. For our example, I'm going to tag all high school seniors.
Tagging Subscribers Manually
First, select the three dots on the right of the subscriber you'd like to tag > Edit. In the bottom right of the screen, select "+ Tag".
Now, when you view the list of all High School Students, you can easily see anyone who has the Seniors' tag.
Tagging Subscribers Automatically
You can also automatically tag people using keyword workflows and automated workflows.
