Organizing Contacts in Kartra with Lists and Tags

By using these tools, you can easily manage, segment, and communicate with your audience in a way that makes sense for your business. Whether you’re brand new to contact management or online marketing, this guide will walk you through the basics to help you get started.

Why organize your contacts?

When you’re running an online business, staying organized with your contacts can make a big difference. Organized contacts allow you to:

• Send the right message to the right people.
• Avoid sending irrelevant information.
• Build stronger relationships with your audience.
• Improve your marketing results.

Imagine having a list of people who love your newsletters and another group that only wants updates about your products. With Kartra’s tags and lists, you can make sure each group gets exactly what they signed up for.

What are Tags and Lists?

Tags and Lists work together to help you manage your contacts. Here’s how they differ:

• Tags are internal labels you use to describe your contacts. They’re flexible and can be used for almost anything, such as noting customer interests, tracking where a contact came from, or identifying buying behavior.
  • Example: You might tag someone with "Webinar Attendee" if they joined one of your webinars.
• Lists are groups your contacts subscribe to so you can send them specific communications. Lists are ideal for managing email campaigns, newsletters, and updates.
  • Example: You might create a list called "Weekly Newsletter Subscribers" for people who want regular updates from you.

When to use Tags vs. Lists

To keep things simple, here’s a quick way to think about it:

• Use Tags to label and track information about your contacts.
  • "VIP Customer," "Interested in Course A," or "Attended Webinar X"
• Use Lists to group contacts for sending emails.
  • "Monthly Promotions," "Webinar Invitations," or "Product Announcements"

You can also use both tags and lists together. For example, someone who subscribes to your "Webinar Updates" list might also have a tag like "Attended 2024 Marketing Webinar."

How to create your first List

1. Log in to Kartra and go to Contacts > Lists.
2. Click + List to create a new one.
   • Add an internal name to help you remember who this list is for. Only you will see this name.
   • Give your list a clear public name (like "Weekly Newsletter" or "Product Updates"). Your contacts will see this name if they manage their email subscriptions.
3. Click Next to save it.

That’s it! You’ve just created your first list. Learn more about Lists.

How to use Tags to label your contacts

1. Go to Contacts > All contacts, then select Tags.
2. Click + Tagto create a new one.
   • Give your tag a name (like "Webinar Attendee" or "VIP Customer").
   • Add a description to remind yourself what this tag represents.
   • Add an expiration date if applicable.
3. Click Create.

You can now apply this tag to any of your contacts! Learn more about Tags.

Tips for getting organized

• Start small: Create a few basic tags and lists to get comfortable.
• Be consistent: Use a simple naming system for your tags and lists.
• Review regularly: As your business grows, check your tags and lists to make sure they’re still relevant.
• Use automation: Kartra lets you automatically tag contacts when they take actions like filling out a form or making a purchase.

Next steps: Put your lists and tags to work

Now that you know how to create tags and lists, it’s time to start using them! Whether you’re sending a welcome email, a newsletter, or a special promotion, organized contacts make your marketing smoother and more effective.

Start creating your lists and tags today! You’ll thank yourself later when everything is easy to manage, and your marketing feels smooth and organized.

And remember, if you ever need a hand, Kartra’s support team is here to help you.