Contact Tagging & Segmentation

Label your contacts automatically as they move through your flows. Use tags to segment your audience, score leads, and track campaign performance.

What Is Contact Tagging?

Contact tagging is a way to label the people who interact with your Instagram automations. When someone enters a flow and reaches a certain point — answering a question, clicking a button, completing a purchase inquiry — you can automatically assign them a tag like qualified-lead, pricing-inquiry, or webinar-attendee.

Tags are simple text labels, but they're incredibly powerful for organizing your audience. Instead of treating every contact the same, tags let you segment people based on their behavior, interests, and intent. This makes your follow-up communication more relevant and your marketing more effective.

How Tags Work

Tags in InstantDM are assigned automatically through the Tag Contact node in the Flow Editor. Here's the basic concept:

• You place a Tag Contact node at a specific point in your flow.
• When a user reaches that node, the tag is applied to their contact record.
• The tag stays on the contact permanently (unless you remove it).
• You can view, filter, and export contacts by tag.
• Tags are included in webhook events for syncing with external tools.

A single contact can have multiple tags from different flows or different points within the same flow. Tags accumulate over time, building a richer profile of each contact.

Adding Tags via the Flow Editor

1. Navigate to Instagram DM and select the post you want to automate.
2. Click Open Flow Editor to access the visual builder.
3. Drag a Tag Contact node from the node palette onto the canvas.
4. Connect it at the point in your flow where you want to tag the user.
5. Click on the Tag Contact node to configure it.
6. Enter your tag name (e.g., qualified-lead, free-guide-downloaded, vip-customer).
7. Save and publish your flow.

Where to Place Tag Nodes

The placement of your Tag Contact node determines what the tag means. Here are common placement strategies:

Viewing Tagged Contacts

Once tags are assigned, you can view and manage your tagged contacts:

1. Navigate to your Contacts section in the dashboard.
2. Use the Filter by Tag option to narrow down your contact list.
3. Select one or more tags to see all contacts who have those labels.
4. View contact details including all assigned tags, interaction history, and collected data.

Filtering Contacts by Tag

Tag-based filtering lets you create targeted segments of your audience. Some practical examples:

• Show all qualified leads — Filter by qualified-lead to see everyone who passed your qualifying questions.
• Find pricing inquiries — Filter by pricing-inquiry to identify people ready to buy.
• Track campaign participants — Filter by summer-sale-2024 to see everyone who engaged with a specific campaign.
• Combine tags — Filter by multiple tags to find contacts who match several criteria (e.g., qualified-lead AND interested-in-premium).

Use Cases

Lead Scoring

Use tags to create a simple lead scoring system. Assign tags at different stages of your flow to indicate how qualified a lead is:

• lead-cold — Triggered the automation but didn't engage further.
• lead-warm — Answered at least one question.
• lead-hot — Completed the flow and expressed buying intent.

When you filter by lead-hot, you get a list of your most qualified prospects ready for personal follow-up.

Interest Segmentation

If you offer multiple products or services, use tags to track what each contact is interested in. For example, a fitness coach might use tags like interested-in-coaching, interested-in-meal-plans, and interested-in-workout-programs. This lets you send targeted follow-ups based on actual expressed interest.

Campaign Tracking

Tag contacts with campaign-specific labels to measure how many people each campaign reaches. Tags like black-friday-2024, product-launch-v2, or webinar-jan let you track participation and compare campaign performance over time.

Tags and Webhooks

When you have webhooks configured, tags are included in the data sent to your external tools. Specifically:

• The flow_completed webhook event includes all tags assigned to the user during that flow.
• This lets you sync tag data with your CRM, email marketing platform, or any other tool that receives your webhooks.
• You can use tags to trigger specific actions in your external tools — for example, adding a qualified-lead tagged contact to a specific email sequence.

Plan Requirements

Tips and Best Practices

• Plan your tagging strategy before building flows. Decide what tags you'll use and what they mean before you start placing Tag Contact nodes. A consistent strategy is more valuable than ad-hoc tagging.
• Use descriptive, consistent tag names. Tags like qualified-lead and pricing-inquiry are clear. Tags like tag1 or test are not.
• Don't over-tag. Every tag should serve a purpose. If you're not going to filter by it or use it in a webhook, you probably don't need it.
• Review your tags periodically. As your business evolves, some tags become irrelevant. Clean up old tags to keep your contact data meaningful.
• Combine tags with question data. Tags tell you what category a contact falls into. Question responses tell you the details. Together, they give you a complete picture of each lead.

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