How to Tag ICPs

HubSpot

• Custom Properties: HubSpot allows you to create custom properties (fields) that can act as tags. For example, you can create properties like “Industry,” “Lead Status,” or “Product Interest.”
• Lifecycle Stage: Leads can be tagged based on their stage in the customer lifecycle (Subscriber, Lead, MQL, SQL, etc.).
• List Membership: Leads can be segmented into smart or static lists based on properties, behavior, or engagement. These lists can act as a form of tagging.
• Workflows: Leads can be automatically tagged using workflows based on triggers such as email opens, page views, or form submissions.

Salesforce

• Custom Fields: Similar to HubSpot, Salesforce allows you to create custom fields to add tags for specific attributes such as “Lead Source,” “Industry,” or “Priority.”
• Lead Status: Salesforce has built-in lead statuses (such as “Open,” “Contacted,” “Qualified”), and you can customize these or create new ones to track the lead’s journey.
• Campaign Membership: Leads can be tagged based on the campaigns they engage with (e.g., email, event, webinar) and you can use this for further segmentation.
• Opportunity Stages: As leads are converted into opportunities, Salesforce allows tagging based on the opportunity stages, helping track progress.

ActiveCampaign

• Custom Tags: ActiveCampaign allows users to apply unlimited custom tags manually or automatically through automation. Tags can include “Newsletter Subscriber,” “VIP Customer,” or “High Intent.”
• Engagement Tags: You can automatically tag leads based on their actions, such as opening emails, clicking links, or visiting specific pages on your website.
• Automation Triggers: Tags can be applied as part of automation sequences based on triggers like form submissions or specific behaviors (e.g., purchasing a product or abandoning a cart).

Mailchimp

• Tags: Mailchimp offers a straightforward tagging system where you can create custom tags to organize your audience. Examples include “New Subscriber,” “Product Interest: Clothing,” or “VIP.”
• Groups: Mailchimp uses groups as another way to segment leads based on interests, preferences, or behaviors. Leads can self-select groups via signup forms.
• Behavioral Tags: You can automatically tag contacts based on their email behavior (opens, clicks, bounces) or website interactions (using Mailchimp’s website tracking).
• Predicted Demographics: Mailchimp can automatically tag leads with demographic data like age or gender based on their digital footprint.

Klaviyo

• Custom Properties: Klaviyo allows users to create custom properties for tagging contacts, such as “Purchase Frequency,” “Favorite Product Category,” or “Location.”
• Segments: Tags can be automatically applied by creating dynamic segments, such as “High-Engagement Users,” “First-Time Buyers,” or “Loyal Customers.”
• Activity-Based Tags: Tags can be applied automatically through workflows based on activities such as email opens, SMS replies, or browsing behavior on your website.

Zoho CRM

• Tags: Zoho CRM offers a built-in tagging feature where users can apply tags such as “Cold Lead,” “Hot Lead,” “Referred by XYZ,” or “Interested in Product A.”
• Custom Fields: Users can create custom fields that act as tags for more specific lead segmentation, such as “Lead Source” or “Campaign Name.”
• Lead Status: Zoho lets you categorize leads by their status (e.g., “New,” “Contacted,” “Qualified”), which works as a form of tagging to track progress.
• Scoring Rules: You can tag leads based on scoring rules that assign points to leads based on engagement, allowing for automatic prioritization.

Marketo

• Custom Fields: Marketo enables the use of custom fields to create tags like “Industry,” “Customer Type,” or “Geography.”
• Segmentation: You can create segments based on demographic or behavioral criteria and use these segments for personalized campaigns.
• Behavior Tags: Leads can be tagged based on their behavior within Marketo, such as content downloads, website visits, and engagement with marketing materials.
• Scoring: Leads can be tagged and scored based on their actions, allowing marketers to see at a glance which leads are “hot” or “cold.”

Pardot (by Salesforce)

• Custom Fields: Similar to Salesforce, Pardot allows the creation of custom fields to tag leads with specific attributes.
• Tags: Pardot provides a tag system to manually or automatically apply tags to contacts (e.g., “Webinar Attendee,” “Product Interested: X”).
• Scoring and Grading: Leads are automatically tagged with scores based on behavior and interaction, and graded based on how well they fit your ICP.

ConvertKit

• Tags: ConvertKit allows for simple tagging of subscribers based on interests, purchase behavior, or engagement. For example, “Bought Product A,” “Attended Webinar,” or “Interested in Writing.”
• Segments: Leads can be grouped and tagged into segments based on specific conditions like email clicks or form signups.
• Automated Tagging: Tags can be applied through automation sequences triggered by specific actions, such as signing up for a freebie or downloading a resource.

Drip (for eCommerce)

• Behavioral Tags: Drip allows tagging based on behavior like product browsing, cart abandonment, and purchasing habits.
• Segmentation Tags: Leads can be tagged and segmented based on their interactions, such as “High-Intent Buyers,” “First-Time Customers,” or “Repeat Buyers.”
• Workflow-Based Tags: Tags can be applied as part of automated workflows triggered by specific actions such as email opens or product page visits.