Lesson objectives
- Design a simple tagging plan
- Use behaviour to branch sequences
Tags and segments
Tags label a subscriber with facts: how they joined, what they're interested in, what they've bought. Segments are saved filters built from those tags and behaviours.
A starter tagging plan
- Source: which lead magnet or page they joined from.
- Interest: topic clicks or quiz answers.
- Stage: lead, customer, repeat customer.
- Product: what they've bought (so you stop pitching it to them).
- Clicked offer link
- Tag: interested
- Send FAQ + case study
- Purchase
Action steps
- Write your tag list with one-line definitions
- Remove buyers from sales sequences for products they own
Checklist
- Every tag is documented
- Buyers exit relevant sales sequences