At Agent CRM, we know that your money is in the follow-up, but your follow-up is only as good as your list segmentation.

Until now, tagging contacts based on their email behavior (opens, clicks, bounces) required you to:

  • Pre-plan tags in a workflow 
  • Manually bulk select contacts after the campaign 
  • Or forget it altogether (😬) 

Not anymore.

With our latest update, you can now tag contacts directly from the Campaign Statistics page—AND set up auto-tagging for future interactions.

This small feature packs a huge punch for insurance agents who want better automation, targeting, and conversion rates from their email marketing.

❌ The Problem We Solved

Before this update, if you wanted to:

  • Tag everyone who opened your email 
  • Tag people who clicked a link 
  • Or trigger a follow-up based on interaction… 

…you had to set it up before the campaign went out, or use workarounds after it was sent.

That meant missed opportunities, clunky processes, and more manual work.

✅ What’s New (and Awesome)

Now you can tag your contacts right from the campaign stats screen, with these powerful options:

🔹 Tag by Interaction

Quickly tag people who:

  • Opened your email 
  • Clicked on a link 
  • Bounced or unsubscribed 

→ All with just a few clicks from the stats screen.

🔹 Auto-Tag Future Interactions

Want to tag anyone who clicks that campaign—even if they haven’t yet?

Just select “All”, click Add Tags, and check the box for Auto-Tagging.

Now every new open or click will automatically be tagged moving forward.

🔹 Trackable Logs

Every tag you assign gets logged in the Bulk Actions section for full visibility.

You can also track which tags were applied to which users for each campaign.

💡 Why This Matters for Insurance Agents

This update makes it easier than ever to:

  • Segment by engagement 
  • Personalize your follow-up 
  • Re-target warm leads 
  • Create Smart Lists based on behavior 
  • Build automation around opens, clicks, or inactivity 

And for insurance agents, this unlocks powerful real-world scenarios:

🔍 Example 1: Re-engage Clickers

Send a campaign about Medicare Advantage.
 Then tag everyone who clicked “Compare Plans” and add them to a follow-up sequence.

📅 Example 2: Appointment Reminders

Tag everyone who opened your “Annual Review” invite but didn’t click.
 Send them a second, more direct reminder.

🧼 Example 3: List Cleanup

Tag everyone who didn’t open three campaigns in a row.
 Move them to a win-back campaign or unsubscribe them automatically.

No guessing. No complex workflows. Just faster, smarter CRM behavior.

🛠️ How to Use It

Here’s your step-by-step walkthrough:

  1. Go to Marketing → Email Campaigns 
  2. Find your sent campaign 
  3. Click the three-dot menu → Select Statistics 
  4. Click Load More 
  5. Scroll to Opened, Clicked, etc. 
  6. Select contacts → Click Add Tags 
  7. ✅ Want to auto-tag future interactions? 
    • Select All 
    • Click Add Tags 
    • Toggle Auto-Tagging ON 

You’ll see all tagging activity in the Tags and Bulk Actions sections.

🎥 Watch the walkthrough video here

⚠️ A Few Quick Notes

  • Auto-tagging only works for Opens and Clicks 
  • It’s not available for “Skipped” contacts 
  • Auto-tagging only works if you select All contacts 
  • All bulk tagging actions are logged under Bulk Actions 
  • Auto-tagging activity is not shown in Bulk Actions (but still works!) 

🎯 Start Segmenting Smarter Today

This new tagging system gives you a real-time view of your best prospects—so you can follow up fast, with the right message, at the right time.

Whether you’re running life insurance campaigns, final expense reminders, or Medicare renewals, this update helps you personalize at scale.

👉 Already an Agent CRM user? Head to your Campaign Stats and try it now.
 👉 Not using Agent CRM yet? Start your free 14-day trial here

Because sending emails is easy…
 But knowing what to do after they open or click?
 That’s what wins the sale.


Marketing, Updates

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