Organize Everything in Klaviyo with Tags

Staying organized with your work can save time, eliminate re-work, and help you feel more accomplished. Today, with the introduction of tagging, Klaviyo improved how your content is organized, so you can concentrate on implementing more of your great ideas.

Tagging replaces the folder system and provides more control over how you can label and organize your work in Klaviyo. With tagging, you can use your campaigns, segments, lists, and flows more efficiently by applying multiple labels to each item. You can also create tag groups to combine tags into categories (more on this later).

The great thing is that tags give you the chance to organize your Klaviyo content however you wish. You can use some of the tips from this blog post or create your own organizational model that works for your business. If you’re already a Klaviyo user, your past folders were automatically converted into tags. This was done as a one to one swap, so it will not disrupt how your content is organized. If you have any questions or need any assistance please reach out to our support team.

With the folder system, each item (segment, campaign, etc.) could only be placed in one folder—restricting how you configured your account and sometimes making it hard to find your content. To demonstrate the flexibility of the new tagging system, let’s follow along with a fictional store called New Born Star that sells products for newborn babies like blankets, rattles, and bottles.

New Born Star chooses to organize their campaign emails with folders labeled by type. A ‘Promotional Email’ folder, a ‘Newsletter’ folder, a ‘BFCM’ folder, and a ‘Product Announcements’ folder to store their most-used content. However, there are a few other folders labeled by names of employees, folders labeled by month, and a bunch of others labeled for other types of content like lists and flows.

Recently, the Email Marketing Specialist Greg promoted a new baby rattle to their engaged subscriber list in January. When deciding how to label and store this content, Greg could have placed it in his ‘Greg’ folder. However, it’s also a product announcement email, so it could go in that folder as well. It also fits in the January folder. If anyone else is trying to find that message, or even if Greg wants to find it later himself, it’ll be hard to guess where it might be.

Tagging solves the organizational challenge caused by folders. With tags, you can label a campaign by each of its attributes—not just one. So, when labeling this baby rattle launch email, New Born Star can use a ‘Greg’ tag, a ‘Product Announcement’ tag, and a ‘January’ tag. This helps New Born Star find content quickly, work collaboratively, and control how their content is organized.

Tagging Strategies

One strategy to consider is utilizing tag groups to combine tags of related items. You can make groups for a variety of things. Global companies might create a tag group for Country so individual tags for each country can be stored under the group. Others might make a tag group for Team Members so each person can tag their own content.

From more of a content perspective, you could create a tag group for Campaign Type and make individual tags for promotional emails, product launch emails, newsletter emails, and more. This way you can find any type of campaign email by searching for that tag and not worry if it might be in a different place.

Another useful content organization tactic is to create a tag group for different steps in the customer funnel like Awareness, Action, and Advocacy. Then, make individual tags for specific touchpoints like browse abandonment, up-sell/cross-sell, and customer winback. Grouping content in this way helps you understand how you’re communicating with customers at every stage and identify where you can make improvements.

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