Campaign, Tag, & Email Naming Guide

Legend

This legend will be helpful when looking at the proper syntax for naming campaigns, tags, and emails. This legend will only be used on the syntax and example

• Campaign Name
• Tag
• Email Name

Types of Campaigns

• 10 Nurture
• 20 Lead Gen
• 30 Sales
• 40 Follow-Up
• 50 Internal

Campaign Naming Syntax

• Syntax: # Type: Name
• Example 1: 10 Nurture: Happy New Year 2021
• Example 2: 20 Lead Gen: 7 Sections Your Home Page Needs PDF
• Example 3: 40 Follow-Up: Ask for Review

Tag Naming Syntax

• Syntax: Type [Campaign Name] Name

Types of Tags

• System: Used to start or stop
• Status: Only one status tag should be used at a time. The status tag can change based on contact activity.
• Profile: Demographic, geographic, or preferences
• History: Useful to track what a contact has done in the past as it relates to your company.
• To Do: For internal use

Examples of Tag Naming

One campaign will be used in the following examples.

• Example 1: System [40 Follow-Up: Ask for Review] Start
• Example 2: History [40 Follow-Up: Ask for Review] Complete

Email Naming Syntax

• Syntax: Campaign Name - Email Name
• Example 1: 40 Follow-Up: Ask for Review - Email 1
• Example 2: 40 Follow-Up: Ask for Review - Email 2
• Example 3: 40 Follow-Up: Ask for Review - Thank You for Leaving a Review