How to Use Tags and Custom Fields to Segment Your Audience

In old-school email marketing platforms, your contacts are organized into separate "lists." If a lead downloads your free eBook and later buys your course, they end up on two different lists, meaning you often get charged twice for the exact same contact. It’s messy, expensive, and inefficient.

GetWealthStack does things differently. Your account features one single master database. Instead of dividing people into isolated lists, you organize them using Tags and Custom Fields.

This tag-based system allows you to hyper-segment your audience based on their exact behavior. This means you can always send the right message to the right person at the exact right time, which is the absolute core of GetWealthStack philosophy.

Here is how to set up your tags and custom fields to keep your business machine perfectly organized.

Phase 1: Understanding Tags vs. Custom Fields

Before pushing buttons, let’s quickly define how these two power-tools work together to build your Unified Machine:

• Tags (Behavioral): These are labels attached to a contact based on an action they took. Think of them as stamps. (e.g., Lead: Lead Magnet or Customer: Core Course).
• Custom Fields (Informational): These are specific pieces of static data unique to that individual contact. (e.g., Their phone number, their company name, or their website URL).

Phase 2: Creating and Applying Tags

Your tags track the journey of your dream customer. We use tags to automatically differentiate between a subscriber (lead) and a buyer (customer).

Step-by-Step Setup:

1. Navigate to Tags: Go to your main menu, hover over Contacts, and click on Tags.

[Screenshot: GetWealthStack Dashboard navigating to Contacts -> Tags]

1. Create a New Tag: Click the Create button in the top right corner.

[Screenshot: The 'Create Tag' button interface]

1. Name Your Tag: Enter a clear, systematic name.

• Architect Naming Convention Tip: Use prefixes to keep things clean (e.g., Lead: [Name] or Customer: [Name]). Click Save.

[Screenshot: Pop-up window displaying the tag naming field with an example]

1. Automate the Tagging: You rarely want to apply tags manually. Instead, go to your Funnels, select your opt-in or checkout page, click Automation Rules, and add an action that automatically applies your new tag whenever someone submits the form.

[Screenshot: Funnel backend showing an Automation Rule action: 'Add tag' linked to a specific funnel step]

Phase 3: Using Custom Fields for Deep Personalization

Custom fields allow you to collect specific data during checkout or opt-in forms, which you can later merge into your emails to make your communication highly personalized.

Step-by-Step Setup:

1. View Default Fields: GetWealthStack automatically tracks standard fields like Email, First Name, City, and Country.
2. Add a Custom Field to a Form: Open your funnel's page editor (Edit Page) on a squeeze page or order form.
3. Drag the Form Input Element: Drop a new Form Input element onto your page.

[Screenshot: Inside the page editor, dragging the Form Input element onto a landing page]

• Configure the Input Type: Click on the input element to open its settings on the left. Under Input Type, choose an existing field or select Custom Field to create a brand-new data point (e.g., "What is your biggest business roadblock?").

[Screenshot: The settings sidebar showing the Input Type dropdown selection with Custom Field highlighted]

• Save Changes: Click Save Changes in the top right corner.

The Architect's Pro-Tip: 

Keep your tagging strategy simple. You do not need a tag for every single link a user clicks. Stick to the essentials: Who is a Lead for a specific offer, who is an Active Buyer, and who has Refunded/Cancelled. By keeping your tags clean, your automated workflows will run flawlessly without any tech-stress.