Tags & Segmentation

What are Tags?

Tags are labels you attach to contacts to categorize them. Unlike lists (which are mutually exclusive groups), a contact can have many tags.

Example tags for an author:

• Genre preference — romance, thriller, fantasy
• Series reader — read-series-a, read-series-b
• Engagement level — super-fan, vip, arc-team
• Source — bookfunnel, newsletter-swap, website
• Trope interest — enemies-to-lovers, second-chance

Creating Tags

1. Go to Marketing Studio → Tags
2. Click + New Tag
3. Enter a tag name
4. Optionally add a description
5. Click Create

Tag Naming Tips

• Use lowercase with hyphens (billionaire-romance)
• Be specific (prefers-kindle vs just kindle)
• Create a consistent naming system
• Group related tags with prefixes (interest-paranormal, interest-contemporary)

Applying Tags to Contacts

Manual Tagging

1. Open a contact's profile
2. Click + Add Tag
3. Select the tag

Bulk Tagging

1. Select multiple contacts from the list
2. Click Bulk Actions → Add Tag
3. Choose the tag to apply

Automatic Tagging

Tags can be applied automatically when:

• Someone signs up through a specific form
• Someone clicks a link in an email
• Someone downloads a reader magnet
• Automations trigger based on behavior

What are Segments?

Segments are dynamic groups based on conditions. Unlike static lists, segments automatically update as contacts meet (or stop meeting) criteria.

Example segments:

• Highly engaged — Opened last 3 emails
• At risk — Have not opened emails in 90 days
• New subscribers — Joined in the last 30 days
• Romance + paranormal — Has both tags
• Purchased but not reviewed — Specific behavior combo

Creating Segments

1. Go to Marketing Studio → Segments
2. Click + New Segment
3. Name your segment
4. Define the conditions
5. Save

Segment Conditions

Combine conditions to define your segment:

AND vs OR Logic

• AND — Contact must meet ALL conditions
  Example: Has "romance" tag AND has "vip" tag
• OR — Contact must meet ANY condition
  Example: Has "romance" tag OR has "contemporary" tag

Using Tags and Segments

For Email Campaigns

When creating a campaign, choose recipients by:

• Sending to everyone with a specific tag
• Sending to a segment
• Excluding contacts with certain tags

For Personalization

Use tags to personalize content:

• Show different book recommendations based on genre preference
• Address super fans differently than new subscribers
• Mention their specific interests in emails

For Analysis

Understand your audience by looking at:

• Which tags have the most contacts
• Which segments are growing
• Where people come from (source tags)

Common Tag Systems

By Genre Interest

interest-romance
interest-thriller
interest-fantasy
interest-contemporary
interest-paranormal

By Series

series-mountain-haven-read
series-mountain-haven-waiting
series-dark-nights-read
series-dark-nights-waiting

By Engagement

engagement-superfan
engagement-arc-team
engagement-beta-reader
engagement-street-team

By Source

source-bookfunnel
source-newsletter-swap
source-facebook-ad
source-website-popup

Best Practices

• Be consistent — Use the same naming convention everywhere
• Tag at signup — Capture interests when people subscribe
• Tag on click — When someone clicks a link, tag their interest
• Clean up unused tags — Remove tags no one has
• Document your system — Keep notes on what each tag means
• Review segments regularly — Make sure conditions still make sense