In this article, you will learn about tags, events, and custom fields. These data points are the most common criteria used when creating Segments in Drip. They allow you to better understand your subscribers, which in turn gives you more leverage in determining how to communicate with them through their customer journey.
Here’s a brief overview of each:
- Tags attach a visual representation of what someone has done. They are commonly used to segment or bucket groups of subscribers.
- Events are similar to tags, but also record timestamps and how often an event is performed
- Custom fields hold data in name/value pairs.
A Tag is a piece of data you can apply to a subscriber.
For example, you might apply a tag like “monthly newsletter” to any subscriber that submits your newsletter sign up form. Perhaps they download a whitepaper, so you apply a “Downloaded Example Whitepaper” tag to easily identify their interests. A tag like “customer” might represent an entire segment that purchased one of your products.
You can name tags anything you’d like, but it is best practice to keep them as descriptive as possible.
And if you adhere to descriptive naming conventions when applying tags, you should be able to see, at a glance, how engaged the subscriber is:
The subscriber’s profile above tells you that they are a customer, have opted in to a weekly newsletter, and that they have downloaded a whitepaper.
Here’s an example of how tags are applied in Workflows:
You’ll notice that a tag of “Customer” gets applied to subscribers that make a purchase.
In Rules, you will apply tags in the action step of the automation:
With Bulk Operations, you can apply an overall tag to all the subscribers involved. For instance, if you are migrating from another email service provider (ESP), you might apply a general tag when uploading your CSV file — so that you can differentiate those subscribers from the rest of your list:
You can even apply tags to individual subscribers through their subscriber profile:
Tags are applied once to the subscriber.
This means that automation triggered by a particular tag will only happen once for the duration that the tag is held by the individual subscriber. The only way the same tag can get applied to the subscriber again (and repeat those automation steps) is if it is removed, then applied again.
When to use tags
Tags should be used to track generalized information about the subscriber, such as them becoming a prospect or a customer. Tags should be used in situations where recording a date is not a vital piece of information (you will learn that Events should be used for this in the next section).
Events are similar to tags. The biggest difference is that they record the date and keep track of how many times the event has occurred. Events can be recorded multiple times, as opposed to tags which are applied once for the duration it is held by the subscriber. Some events are built into Drip, such as “Replied to an email”, but can also be configured using integrations, rules, or API calls.
Let’s say you are using a payment integration such as Gumroad, which sends in the “Made a purchase” event. You can use that event to search for subscribers that have purchased something within the last 3 months.
Here’s how that filter might look:
Events can be added by default by the Drip app, but very commonly you’ll see that events are also added through integrations. For example, if you set up the Leadpages integration, your custom event would be “Submitted landing page.” If a subscriber purchased a product from SamCart, the custom event would be “Made a purchased.”
Events are best used to describe something that your subscribers have done. Just like naming tags, events can be named anything you’d like and should be descriptive.
For instance, if you run a Software as a Service (SaaS) product, you can send events into Drip to record and track essential customer milestones through REST API calls.
Here’s an example of how you would trigger a workflow via an event being sent in from another platform:
It is also important to note that naming convention and case sensitivity is crucial if you are using integrations that send events to Drip. For example, if the integration sends in an event called “Made a purchase”, but it was entered into the trigger as “made a purchase” (note the failure to capitalize the word “made”), Drip will not recognize that this event should’ve been recorded.
When to use Events
Events should be used to track when a subscriber performed an action, or when something happened to them.
For a Software as a Service (SaaS) product, and you might want to track the critical stages of onboarding. Sending events are going to give you the most concise information along with a date that the event happened. Check out an example of how you might use events in Workflows to track user onboarding in this blueprint.
Recording Events minus the API calls
You can record your own custom events without API calls using Drip’s built-in “Record an event” action:
The above rule records an event when a subscriber visits a particular URL.
In some cases, Drip will automatically record events for you.
When a subscriber completes an email campaign, Drip records the “Completed a campaign” event. If they submit a Drip form, the “Submitted a form” event is recorded. Additionally, all of this data is visible on the individual subscriber’s timeline.
To see a list of events that are native to Drip, go to Reports > Events:
Select an event, and Drip will return some stats for you. Keep in mind that Drip will not be able to return any calculated analytics for events that have not been triggered in your account thus far.
Recording a custom event for a single subscriber
To record an event for a single subscriber, go to the subscriber’s activity timeline and click the “+” icon, then click the “Create New Event” option.
A modal will appear where you can fill in the name of the event (required) and any properties you’d like to attach to the event (optional). Then, click the “Insert Event” button.
You’ll see the event appear on the subscriber’s activity feed.
Custom fields store data in identifier/value pairs. They are used to maintain data that is unique to an individual subscriber, such as their first name.
Here’s an example of a custom field identifier and its value:
As you can see, this subscriber has a “first_name” custom field identifier that holds “Rob” as its value.
When creating custom field identifiers, always use an underscore to separate two or more words that would normally be separated by a space. When using Liquid for email personalization, take note of how you create your custom field identifiers, as they are case sensitive. Learn more about using custom fields in your personalization shortcodes here.
Note: Custom field identifiers should only contain letters, numbers, and underscores.
To see a list of custom fields that are currently in your Drip account, go to Subscribers > Custom Fields:
Allow subscribers to update their subscription information
Go to Subscribers > Custom Fields to select the custom fields you would like your subscribers to be able to update on their own. To make a particular custom field manageable by the subscriber, click the blue drop-down to the right and check off the “Allow Subscriber to edit” option. Click the “Save” button to finalize the change.
Since subscriber data is stored in custom fields, any custom field you allow your subscribers to edit can be managed through the subscription management page. This page is accessed when the subscriber clicks the “Unsubscribe” link, then clicks the “Update my Subscription Details” link.
Here’s an example of what the subscriber will see when managing their subscription settings:
There are two ways you can delete custom fields in Drip.
The first way will perform a mass delete of that custom field for all subscribers with data stored in that field.
To delete a custom field for all subscribers, go to Subscribers > Custom Fields and search for the field you wish to delete.
Then, click the drop-down and click delete.
A modal will appear to confirm that you would like to proceed with deleting the custom field. Click the “I’m sure, delete this field” button to complete the action.
If you would like to delete a custom field only for a single subscriber, go to the subscriber’s profile and delete the custom field under “Tags & Custom Fields” by clicking the “x” icon directly to the right of the field.
After clicking the “x” icon, you have a final chance to “undo” the action.
Otherwise, click the save button to finalize the removal of the field.
The difference between public and private custom fields