Concept

Tags are a lightweight, flexible, user-driven taxonomy for use in sorting/filtering data and reporting. Every asset in Pardot — prospects as well as content — can be tagged with one or multiple keywords or phrases.

Instructions

Tags can be created and assigned a number of ways, including:

  • Manually by editing a Prospect.
  • In mass by using the multi-checkbox on Prospect tables then selecting “Add tags” in the drop-down at the bottom of the table.
  • Via Automation Rules.
  • Through a Completion Action on a Form, File, etc.
  • Via an import. This method of applying tags is only additive and will not remove any tags.

Lists vs. Tags

  • Lists can only be applied to prospects whereas tags can be used for most objects.
  • Lists are generally used for taking action (e.g. sending list or drip marketing emails) whereas tags are generally used for organizing.

Uses for Tags

  • You can use tags to filter data tables in Pardot. There is a tags drop-down next to the filter field, which allows you to search by tags.
  • Tags are available in reporting, which allows you to slice your data in another way. You can use tags to filter data in Pardot reports as well as in GoodData reporting.
  • Tags are a great way to associate prospects or items with different campaigns by tagging a prospect with multiple tags. Each tag can connect to and represent a different campaign (ie. monthly newsletter, webinar, trade show).
  • You can label prospects according to their score. To do this, you will need to create an automation rule to add or remove tags based on a prospect’s score.
  • You can tag email templates for easier filtering.
  • You may want to tag items that include content that needs to be regularly updated (e.g. an email or landing page that provides statistics for the previous quarter).

Notes:

  • To merge tags:
    • Navigate to Marketing > Segmentation > Tags.
    • Click the title of one of the tags that you would to merge.
    • Click Merge tags (at the top, under the tag name).
    • Select the tag(s) that would you like to merge into.
    • Press Merge Tags.
  • Tags were chosen to help categorize items instead of folders because they are more flexible. Tags allow you to apply multiple tags to an item, whereas folders limit the user to choosing only one folder for the item.
  • Tags are kept internally within Pardot and will not sync with prospects into a CRM.
  • When tagging an object such as a list, that tag is not applied to all of the prospects within the list, just the list itself.
  • To add tags to all of the prospects, select all the prospects in the list, and click ‘add tags’ in the bottom left-hand corner of the table. Then you can select the tag to apply to that list of prospects.
  • Tag counts (Marketing > Segmentation > Tags) may be up to 10 minutes out of date while processing large Import or Automation changes.