You can use Contact Tagging to quickly and easily organize your contacts in RegFox by adding custom labels to your contacts. Whether you’re tagging based on location, purchase history, volunteer status, or a past import, tags let you manage your RegFox contacts and registrants. Additionally, you can use Contact Tagging to send tailored messages to specific groups of contacts instead of sending one-size-fits-all emails.
In this article, you’ll learn how to create tags and assign them to your contacts for more personalized and effective communication.
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Create A Tag
In RegFox, tags help you organize and segment your contacts with ease. You can create manual tags, which allow you to add contacts manually, or auto tags, which apply to contacts automatically when they meet specific criteria you define.
Create a Manual Tag
Create a Manual Tag
From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Tags tab
Click Manage Tags
Click Create Tag
Enter Your Tag Name
Select Manual Tag
Click Create
Pro Tip: You can add letters, numbers, dashes, and underscores in a tag name.
Tag names cannot include spaces, symbols, or repeated dashes or underscores. Additionally, tags cannot begin or end with a dash or underscore. If you try to create a tag using an invalid character, the tag will appear in red, and you’ll be prompted to adjust the tag name to meet the formatting requirements.
Create an Auto Tag
Create an Auto Tag
Pro Tip: When you create an auto tag, RegFox will only apply this tag to contacts who place a new order and meet the criteria after the auto tag is created.
For existing contacts who already meet the criteria, the tag will not be applied retroactively. These contacts will only receive the auto tag when they submit a new order.
Note: With auto-tags, RegFox will automatically remove a tag from a contact if they no longer meet the criteria. For example, if a contact cancels an order and this causes the contact to not meet the criteria, the auto-tag will be removed from their contact profile automatically.
From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Tags tab
Click Manage Tags
Click Create Tag
Enter Your Tag Name
Select Auto Tag
Pro Tip: You can add letters, numbers, dashes, and underscores in a tag name.
Tag names cannot include spaces, symbols, or repeated dashes or underscores. Additionally, tags cannot begin or end with a dash or underscore. If you try to create a tag using an invalid character, the tag will appear in red, and you’ll be prompted to adjust the tag name to meet the formatting requirements.
Select your Tag Rule
Repeat Customers: This tag automatically assigns customers based on the number of unique orders they've placed in TicketSpice. You can filter for customers who have placed at least, at most, or between a specific number of orders
Total Spend: This tag automatically assigns customers based on the total they have spent at your event(s). You can filter for customers who have placed at least, at most, or between a specific amount. Note: The Total Spend filter only works for orders placed in USD. Orders placed in other currencies won't be applied to this filter
Click Create
Click Confirm to confirm that you are done making changes
Note: Tagging starts as soon as a customer reaches the number of orders or spending amount you specify.
For example, if you set the filter to “more than 5 orders,” the customer will be tagged when they place their 5th order. Similarly, if you set the filter to “more than $100 total spend,” the customer will be tagged once they have spent $100 or more.
Pro Tip: The Repeat Customer rule assigns tags based on the number of orders a contact has placed in TicketSpice. Orders from RegFox, RedPodium, or GivingFuel are not included.
The Total Spend rule assigned tags based on a contact's combined spending across TicketSpice, RegFox, RedPodium, and GivingFuel.
Filter by Tags and Manage Your Tags
In RegFox, you can edit or remove tags at any time to keep your list up to date. You can also quickly filter contacts by tag to view everyone associated with a specific tag.
Manage Your Tags
Manage Your Tags
You can edit and manage tags for both manual tags and auto tags.
Manage Manual Tags
Manage Manual Tags
Pro Tip: When managing your tags, you can use the search bar to search for a specific tag. In the Manage Tags screen, you can quickly see the name of the tag, the number of contacts connected to a specific tag, and the tag type.
You can click the contact count to view all contacts assigned to that tag.
From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Tags tab
Click Manage Tags
Click the pencil icon to edit a tag's name
Click the trash can icon to delete a tag
Manage Auto Tags
Manage Auto Tags
Pro Tip: When managing your tags, you can use the search bar to search for a specific tag. In the Manage Tags screen, you can quickly see the name of the tag, the number of contacts connected to a specific tag, the status, and the tag type.
You can click the contact count to view all contacts assigned to that tag.
Note: In RegFox, you can only edit the name of an auto tag after it’s created. If you need to change the auto-tag rule itself, we recommend deleting the existing tag and creating a new one.
From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Tags tab
Click Manage Tags
Click the pencil icon to edit a tag's name
Click the status toggle to edit the status of the auto-tag. When a tag is set to Active, RegFox will automatically apply the tag to any contacts who meet the criteria moving forward. When set to Inactive, the tag will remain on contacts who already have it, but RegFox will not apply it to any new contacts who meet the criteria
Click the trash can icon to delete a tag. This will delete the tag and remove it from any contacts who previously had this tag
Filter Your Contacts by Tag(s)
Filter Your Contacts by Tag(s)
From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Tags tab
Click the search bar, and select one or more tags. The Contacts screen will only display contacts with the tag(s) you selected
Assign a Tag to Your Contact(s)
In RegFox, you can quickly assign manual tags to your contacts. You can assign a tag to one contact at a time, or assign tags to multiple contacts. If you would like to tag one contact, we recommend tagging the contact from the contact's profile page. If you want to tag multiple contacts at once, we recommend tagging the contacts from the Contacts page.
Note: Tags can only be manually assigned when using manual tags. For auto tags, RegFox will automatically apply the tag to a contact once they meet the defined criteria.
Assign a Tag from the Individuals' Contact Profile
From the top menu bar, select the Contacts tab
Search for the contact's name or email in the search box
Click the eye icon next to the contact you want to cancel
Click Add Tags
Select one or more tags to add to the contact
Click Save
Assign a Tag from the Contacts Screen
From the top menu bar, select the Contacts tab
Click the checkbox next to the contacts that you want to add tags to, or click the Complete All checkbox next to the Names field to add a tag to all contacts
Select Tag Selected Contacts
Select one or more tags to add to the contact
Click Save
Send an Email Blast to Your Tagged Contacts
When you use contact tagging, you can easily send a targeted Email Blast to just the contacts you want. For example, you might send an update to everyone tagged as VIP REGISTRANT, or a reminder just for those with the VOLUNTEER tag. This is a great way to deliver focused, relevant communication without emailing your entire contact list. Click here to learn how to send an Email Blast with RegFox to your tagged contacts!
Send a Drip Campaign to Your Tagged Contacts
With Contact Tagging, you can tailor your Drip Campaigns to the exact group you want to reach. For example, you could send a message just to contacts tagged VIP with an exclusive invite to a discounted event. Tag-based sending helps you deliver more meaningful and specific outreach to each audience. Click here to learn how to send a Drip Campaign with RegFox to your tagged contacts!
Import Contacts Into RegFox With Contact Tags
In RegFox, you can bulk import a list of contacts and assign tags to organize these contacts into specific groups. For example, you can import a list of past event vendors and tag them as "Vendors" for easy targeting in future communications. This feature makes it much faster to add tags to new and existing contacts in RegFox. Click here to learn how to import your contacts with tags.
Send a Text Message Blast to Your Tagged Contacts
With Contact Tagging, you can easily organize your contacts and send text message blasts to specific groups. For example, you could tag a group as “Volunteers” and quickly send reminder texts about their upcoming shifts. This feature makes it simple to engage the right people at the right time without having to text each contact individually. Click here to learn how to send texts to tagged contacts.