What are the Pros/Cons of TAGing vs. adding to LIST?

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1

Acampaign is wonderful. So powerful!

I’m a bit overhwelmed.

When should I use TAGs vs. Adding someone to a List?

Use Case:

Tracking What User “needs” in order to be “qualified” for our free Tour:

STATES they can be in:

  1. Unqualified

    1. Not ready to consider Tour. ASK LATER

  2. Qualified, but not ready

    1. Motivated, but not willing to work (we sell educational software)

  3. Qualified for Free Tour

Hmmm… maybe STATE should via List and then there are modifiers like “Not Ready until date XYZ” (which is really just a “modifier” or “delay” to state.

2

Hi @bungalowsoftware,

So happy to hear you are enjoying ActiveCampaign’s platform!

The way I like to think about lists and tags is that a list is the broadest segment, so where the leads came from, and a tag would be a way to segment or have a deeper understand of your lists and the specific actions your contacts have taken.

Here is a good guide to lists and explanation of tags.

Also, another helpful doc. might be this blog where ActiveCampaign experts weigh in on different use cases for lists.

Perry

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3

Great resource, thanks!

Looks like Tags are more flexible.

I agree with you that List is a good way track how they entered (were aquired).

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