FluentCRM Tags: Segmenting Contacts with Dynamic Tags

FluentCRM is a powerful customer relationship management (CRM) tool that allows you to effectively manage your contacts and automate your marketing campaigns. One of the key features of FluentCRM is its dynamic tagging system, which enables you to segment your contacts based on specific criteria and personalize your marketing messages accordingly. In this article, we will explore how you can use FluentCRM tags to segment your contacts and create targeted marketing campaigns.

Create Lists and Tag-Based Contact Groups

FluentCRM allows you to create lists and tag-based contact groups to organize your contacts. Lists are static groups that you can manually add contacts to, while tag-based contact groups are dynamic and can be automatically updated based on specific criteria. This gives you the flexibility to segment your contacts in a way that makes sense for your business.

Assign Tags or Lists Manually

With FluentCRM, you can assign tags or lists to your contacts manually. This can be done individually or in bulk, making it easy to categorize your contacts based on their interests, preferences, or any other criteria that are relevant to your business. Manual tagging allows you to have full control over how your contacts are segmented.

Automate Tag or List Assignment

FluentCRM also allows you to automate the assignment of tags or lists based on specific actions or events. For example, you can automatically assign a tag to a contact when they fill out a contact form, make a product purchase, or enroll in a course. This automation saves you time and ensures that your contacts are always properly segmented.

Assign Tags or Lists in Automation and Email Campaigns

In addition to manual and automated tag or list assignment, FluentCRM allows you to assign tags or lists in the middle of automation and after email campaigns. This means that you can dynamically update your contact segments based on their behavior or engagement with your marketing campaigns. For example, you can assign a tag to a contact when they open a specific email or click on a particular link.

Use Dynamic Segments to Segment Contacts

FluentCRM's dynamic segments feature allows you to segment your contacts based on specific criteria. You can create segments based on tags, lists, custom fields, or any combination of these. This gives you the flexibility to target your marketing messages to specific groups of contacts, ensuring that your messages are relevant and personalized.

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Segment Contacts with Contact Form Information

One of the powerful ways to segment your contacts is by using the information they provide in contact forms. FluentCRM allows you to capture this information and automatically assign tags or lists based on the form fields. For example, if you have a contact form that asks for the contact's industry, you can assign a tag to contacts who select a specific industry, allowing you to send targeted messages to contacts in that industry.

Assign Tags Based on Specific Criteria

FluentCRM's dynamic tagging feature allows you to assign tags based on specific criteria. For example, you can assign a tag to contacts based on their age, expertise level, purchase history, or any other criteria that are relevant to your business. This enables you to create highly targeted marketing campaigns that resonate with your contacts and drive better results.

Use Fluent Forms for Dynamic Tagging

FluentCRM integrates seamlessly with Fluent Forms, a powerful form builder plugin for WordPress. With Fluent Forms, you can collect leads and enable dynamic tagging based on the information provided in the forms. This allows you to capture valuable data about your contacts and segment them accordingly, ensuring that your marketing messages are personalized and relevant.

Set Up Dynamic Tagging in FluentCRM Integration Feed

To set up dynamic tagging in FluentCRM, you can use the Integration Feed feature. Integration Feed allows you to connect FluentCRM with other plugins and services, such as form builders, e-commerce platforms, and learning management systems. By configuring the Integration Feed settings, you can define the conditions for tag assignment and automate the process of segmenting your contacts.

Define Conditions for Tag Assignment

When setting up dynamic tagging in FluentCRM, you can define the conditions for tag assignment. For example, you can specify that a tag should be assigned when a contact fills out a specific form, makes a purchase of a certain product, or completes a specific course. This level of customization allows you to segment your contacts based on their specific actions or behaviors.

Add Multiple Dynamic Tagging Conditions

FluentCRM also allows you to add multiple dynamic tagging conditions. This means that you can create complex rules for tag assignment based on multiple criteria. For example, you can assign a tag to contacts who fill out a specific form and make a purchase of a certain product. This level of granularity enables you to create highly targeted segments and deliver personalized marketing messages.

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Capture Contacts with Dynamic Tags from Forms

With FluentCRM, you can capture contacts with dynamic tags when they fill out forms. This means that as soon as a contact submits a form, they will be automatically assigned the appropriate tags based on the form fields. This allows you to immediately start segmenting your contacts and sending them targeted marketing messages.

Automate Email Marketing with Personalized Messages

Once you have segmented your contacts using FluentCRM's dynamic tagging feature, you can automate your email marketing campaigns with personalized messages. By creating email sequences and automations based on the tags assigned to your contacts, you can deliver highly relevant content that resonates with your audience. This level of personalization can significantly improve your email open rates, click-through rates, and overall engagement.

Continuously Segment Contacts for Relevant Messages

Segmentation is not a one-time task; it is an ongoing process. With FluentCRM's dynamic tagging feature, you can continuously segment your contacts based on their behavior, preferences, and engagement with your marketing campaigns. By regularly reviewing and updating your contact segments, you can ensure that your messages are always relevant and targeted.

Use FluentCRM's Dynamic Tagging Feature

FluentCRM's dynamic tagging feature is a powerful tool that allows you to segment your contacts and deliver personalized marketing messages. By leveraging this feature, you can better understand your customers, tailor your marketing campaigns to their specific needs, and ultimately drive better results for your business.

Explore Email Personalization Techniques

Email personalization is a key strategy for improving engagement and conversions. FluentCRM's dynamic tagging feature provides you with the foundation for email personalization, but there are many other techniques you can explore to take your email marketing to the next level. Consider using merge tags to dynamically insert contact-specific information into your emails, creating personalized subject lines, and experimenting with different email content based on your contact segments.

Follow FluentCRM on Twitter and Subscribe to the Newsletter

If you want to stay up to date with the latest news and updates from FluentCRM, be sure to follow them on Twitter and subscribe to their newsletter. By doing so, you'll receive valuable tips, tutorials, and insights on how to make the most of FluentCRM's features, including dynamic tagging.

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