Lists Vs Tags

In this article, we'll explore the difference between lists and tags and their best uses.

Updated over a week ago

In this video, we talk about the differences between lists and tags when it comes to differentiating between groups of contacts.


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Difference Between Lists and Tags

Lists and tags represent two widely utilized methods for categorizing your contacts.

Within WolfPack CRM, you have the capability to employ lists and tags in tandem to generate diverse groupings. By combining tags with lists, you can efficiently establish targeted segments, enabling you to engage effectively with the appropriate contacts while maintaining a well-organized database.

Should I Create A New List Or Should I Use A Tag Instead?

Instead of going overboard and creating a whopping 2,550 lists, it's more practical to utilize tags for distinguishing between various groups of contacts.

List

When setting up accounts, it is recommended to include a few essential lists that cover most client needs. Creating too many lists can become overwhelming and make it difficult to manage contacts. Additionally, if a contact is subscribed to multiple lists, unsubscribing from one list may not remove them from others, leading to confusion. Instead, it is suggested to use general catch-all categories for lists, such as "CTE attendees" or "presentation attendees," to simplify management and allow contacts to easily unsubscribe from all relevant content.

To learn more about lists, please visit Lists Overview.

Tags

To add distinction to the people in the list, you can use tags to separate them into individual classes. You can find tags in the contacts menu under "manage tags". Some tags are already in the system, such as inactive agents, unsubscribing agents, and new agents. You can also create your own tags, like "mold 101 CE attendee", "Pest control basics attendee", and "WDO attendee". These tags can be used to specify which CTE classes the contacts attended and can be used for filtering in future campaigns or automations.

To learn more about tags, please visit Tags Overview

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