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Managing contact attributes

What are contact attributes?

Each contact in Sendigram can store more than just an email address. You can enrich your database with additional fields, such as name, location, company, preferences, or custom tags. Managing these parameters helps you personalize campaigns, create dynamic segments, and improve targeting.

What's the Difference Between Fields and Tags?

In Sendigram, both Fields and Tags are used to store information about your contacts and segment your audience, but they serve very different purposes. Understanding when to use each will help you organize your contacts and send highly targeted campaigns.

Think of a contact's profile as a file cabinet drawer. Fields are the printed forms inside the file (like a tax form or application), while Tags are the quick sticky notes attached to the front of the file.

Contact Fields

A contact field is a structured container that stores permanent, specific data about a contact.

Each Field has a name (like "First Name") and a corresponding value for each contact (like "Jane"). A contact can only have one value per field.

Use Fields to answer questions like "What" or "Who":

  • What is their name? (Field: First Name)
  • What is their city? (Field: City)
  • Who is their account manager? (Field: Salesperson)
  • When is their birthday? (Field: Birthday)

Key characteristics of Fields:

  • Structured Data: They store specific data points (text, numbers, dates).
  • Permanent (Mostly): They store fixed attributes (like a name, email address, or phone number).
  • Used for Personalization: Fields are essential for personalizing emails. You use Fields when you write "Hello, [First Name]!"
  • Default vs. Custom: Sendigram comes with default fields (like Email, First Name). You can also create your own custom fields to store any data unique to your business (like Customer_ID or Subscription_Plan).

Adding and managing tags

Tags in Sendigram are flexible labels you can apply to contacts to organize, segment, and target your audience more effectively. They act like keywords that help you filter and personalize campaigns without needing to create multiple lists.

1. What Are Tags?

  • Tags are custom labels you assign to contacts.
  • A contact can have multiple tags.
  • Examples:
    • “VIP”
    • “Webinar_Attendee”
    • “Product_A_Buyer”
    • “Inactive_90days”

2. Adding Tags to Contacts

A. Add Tags Manually

  1. Go to Contacts → Lists.
  2. Select a contact.
  3. Click Edit Contact.
  4. Add one or more tags in the Tags field.
  5. Save changes.

B. Bulk Tagging

  • Select multiple contacts in a list.
  • Choose Bulk Actions → Add Tags.
  • Apply one or more tags to all selected contacts.

C. Add Tags via Import

  • Include a “Tags” column in your CSV/Excel file when importing contacts.
  • Sendigram will automatically assign tags from your file.

D. Automations

  • In a workflow, use the Add Tag action to label contacts dynamically (e.g., tag as “Engaged” after clicking a link).

3. Managing Tags

  • Go to Account Settings → Tags to see all existing tags.
  • From here you can:
    • Rename tags (updates all contacts with that tag).
    • Merge tags to combine duplicates (e.g., “VIP” and “Vip”).
    • Delete tags — this removes them from all contacts but does not delete the contacts themselves.

4. Using Tags in Campaigns

  • Segments: Create a segment of contacts with specific tags (e.g., Tag = Webinar_Attendee).
  • Personalization: Insert tag-based content (e.g., special offers for “VIP” contacts).
  • Exclusions: Exclude tagged groups from a campaign (e.g., exclude Already_Purchased).

Tags

A Tag is a simple, unstructured label that you attach to a contact to categorize them or mark a specific behavior, interest, or status.

A single contact can have many tags (or none at all).

Use Tags to answer questions like "Did they" or "Are they":

  • Did they attend our webinar? (Tag: Attended_Webinar_Sept2024)
  • Are they a VIP customer? (Tag: VIP_Customer)
  • Are they a sales lead? (Tag: Sales_Lead)
  • Did they click a specific link? (Tag: Clicked_ProductA_Link)

Key characteristics of Tags:

  • Unstructured Data: They are simple labels or keywords.
  • Flexible & Temporary: Tags are perfect for marking temporary states, actions, or interests. A contact can gain and lose tags frequently based on their behavior.
  • Used for Grouping: They are ideal for grouping contacts from different lists who share a common characteristic (e.g., everyone tagged Interested_In_Automation).
  • Action-Based: Tags are often added or removed based on what a contact does (e.g., opens an email, clicks a link, makes a purchase).
    • Email (required, unique)
    • First Name, Last Name
    • Phone number
    • Company
    • Subscription status (active, inactive, unsubscribed)
  • You can also add custom parameters like “Birthday,” “Customer ID,” or “Favorite product.”

Viewing Contact attributes

  • Go to Contacts and click on the contact whose attributes you want to see..
  • You’ll see all standard and custom attributes for that contact.

Adding custom attributes

You can add new fields and tags for your contacts.

  1. Go to Contacts → Attributes.
  2. Switch between two tabs—Fields and Tags in the upper left corner.
  3. Click Create a new field/tag. Enter the name for this new field and choose among multiple field options:
    • Text (e.g., City)
    • Number (e.g., Age, Order count)
    • Date (e.g., Birthday, Signup date)
  4. Save — the new parameter is now available across all contacts.

Editing contact attributes

1. Open the contact you want to modify.

2. Click the Edit button.

3. Modify fields, groups and tags for the contact.

4. Click the Actions button.

5. In the dropdown list you’ll be able to send a new message to this contact or delete it.

Using attributes in campaigns

  • Personalization: Insert parameters into emails (e.g., Hello, {{First Name}}).
  • Segmentation: Build dynamic segments based on parameter values (e.g., City = London or Orders > 3).
  • Automation: Trigger campaigns based on parameters (e.g., Birthday emails using the Date field).

Deleting attributes

  • Go to Account Settings → Contact Fields.
  • Select the parameter → Delete.

Deleting an attribute removes it from all contacts and may break campaigns or segments using it.

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