Overview #
Lists and tags organize contacts differently. Lists are broad categories for segmentation; tags are specific labels for attributes.
Lists vs Tags #
| Feature | Lists | Tags |
|---|---|---|
| Purpose | Broad categories | Specific attributes |
| Structure | Hierarchical (optional) | Flat |
| Use | Segmentation, campaigns | Labeling, filtering |
| Examples | “Customers”, “Leads” | “VIP”, “Hot Lead” |
When to Use Lists #
✅ Email marketing segments
✅ Customer lifecycle stages
✅ Acquisition sources
✅ Product/service categories
✅ Geographic segments
When to Use Tags #
✅ Behavioral attributes (Opened email, Clicked link)
✅ Interest indicators (Requested Demo)
✅ Status markers (Hot Lead, Needs Follow-up)
✅ Characteristics (VIP, Decision Maker)
✅ Temporary states (In Negotiation, On Hold)
Creating Lists & Tags #
Via WordPress Admin:
- Lists: PloverCRM → Lists → Add New List
- Tags: PloverCRM → Tags → Add New Tag
Enter: Name, Slug (auto-generated), Description (optional)
Assigning to Contacts #
During Contact Creation:
- Create/edit contact
- Find Lists or Tags section (sidebar)
- Check desired boxes → Save
Via Bulk Operations:
- Select contacts → Bulk Actions → Add to List/Tag
- Select list/tag → Apply
Via Form Integration: PloverCRM → Data Sources → Edit integration → Set Assign to List/Tags
Best Practices #
Lists:
- Keep broad (5-20 maximum)
- Use descriptive names
- Plan for campaigns and reporting
- Regular cleanup
Tags:
- Be specific
- Use consistent naming
- Focus on actionable tags
- Document meanings for team
Common Patterns #
Pattern 1: Lists for segments, Tags for attributes
- Lists: Customers, Leads, Partners
- Tags: VIP, Hot Lead, Needs Follow-up
Pattern 2: Lists for sources, Tags for interests
- Lists: Website Signups, Event Attendees
- Tags: Interested in Product A, Requested Demo
Pattern 3: Lists for lifecycle, Tags for behavior
- Lists: New Leads, Qualified, Customers
- Tags: Opened Email, Clicked Link, Attended Webinar
