Tagging and Segmenting Subscribers in ConvertKit

How to Tag and Segment your Subscribers in ConvertKit

This is basically a transcript of the video – I've made a few changes here and there in the hope that it makes sense to those of you reading it instead of watching 🙂

We are continuing in our look at ConvertKit.

Today I'm going to have a look at the subscribers tab at the top of the ConvertKit UI so we're working left to right.

In other lessons I'll take a look at forms, courses (now “sequences”), broadcasts but in this one it's subscribers.

I've mentioned now a number of times because it's pretty important that the power of ConvertKit really comes in the segmentation and tagging.

You can see where you bring up your subscriber list the right hand side is where those options come up. In this particular section I can create the segments and the tags that I want to use.

Now, tags are a way of identifying particular sub-sets of people. People might of course be tagged with multiple different things and people might be in different segments. But you can use tags and segments to really refine who gets what message and when and that way you can maximize the impact that your email marketing is having by ensuring that people get things that they are genuinely interested in and not just every piece of content that you decide to make. And that is where ConvertKit really comes into it's own because it is a really sophisticated way of tagging people.

I'm going to show you how to do that but I'm also going to show you how to create tags and segments for your audience. It's actually very simple.

To be honest you just click ‘create segment' and, when I create a new segment I can choose to already include people who have subscribed in a particular way.

So if I want to create a segment of people who subscribed using this particular free course form and I saved it (I don't have any people on this form because I just made it up) but it would automatically allocate to that segment the people who had signed up using that form.

Similarly with tags, I can create a new tag name, save it, and there is the new tag.

Now, what I can do now using the automations (which we're going to look at separately) is assign people to tags. How you distinguish between tags and segments is to me a little bit of a gray area because they're very similar concepts.

I guess I have a tendency in WordPress terms to think of tags in the same way as the tags in WordPress and then segments in the same way as categories.

So for tags, you might have a lot more of them. You might have people interested in this or that or the other thing.

Segments I really view as a larger sub-set so they might be customers versus non-customers. They might be customers of a particular product. They are things where you really might want to send a message or a broadcast to a group of people. And within that group there might be multiple tags. You might have early, advanced, middle people within a particular course and you might tag them in that way. But they all might form part of the same segment.

So I use segments in the bigger picture sense and tags in the smaller, more refined picture sense. And that's how ConvertKit can do it. Honestly you can use it however you want. If you figure out a better way of using it by all means do that.

Let me know how you think the best way is to use this. But for now, that is how tags and segments work. You set them up. You can then allocate people to tags and segments as they join your various lists and I'm going to show you how to do that in another video.

Got better ways of using segments and tags?  Let me know in the comments!

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