How to Segment Your List in Drip Using Tags

Are you using Drip but just dumping all your subscribers on to one list and treating them all the same. Then you’re missing out. In this video, I’m gonna show you how to Segment your list effectively using tags.

Email segmentation such a powerful thing to do that it’s a shame more people don’t do it. Everyone who subscribes to your email list is not on the same page as all your other subscribers.

Every person is a unique individual. But there will be groups within your subscribers that share certain characteristics. They might be at a similar point in their journeys. Or maybe they struggle with similar problems.

The better you are at identifying what those problems are and speaking directly to those problems, the better you will be at marketing.

Here’s an example. I teach people how to build a business with a blog. But not everyone I speak to is at the same stage. For example, some people haven’t even started their blogs as yet.

And others are making six figures with their blogs. Now let’s say I created a free course on how to go from idea to blog, showing you exactly how to get your blog up and running.

Would it make sense for me to email those six figure bloggers about it? Absolutely not. In fact, if I kept emailing them about it, they would inevitably unsubscribe.

Instead of sending it to my entire list, I can send it to people who have indicated to me that they don’t have a blog yet. Now, I’m gonna show you how that looks when it’s done well.

Segmentation Example

We’re in my Drip account right now looking at a list of all my subscribers. You can see there are over 17K subscribers in here.

Now, I recently started running people through a funnel where I ask them where they are in their blogging journey.

Then, when they responded by clicking a specific link, they were automatically tagged based on their responses. Then I saved the segments in Drip. 

Drip Segmentation Examples

I will Choose the filter “Segments” and choose “Blog | None yet”.

Then I’ll click the “Refresh” button.

Now you will see that it goes from over 17K to just X subscribers.

These are the people who have specifically indicated by taking action and clicking on a link, that they don’t have a blog as yet.

These are the perfect people to send information about my FREE “Idea 2 Blog” course.

That’s how segmentation works. When you’re sending an email, you can easily choose the appropriate Segment and send them highly targeted messages.

How do you set it up? Keep reading

My Segmentation Email

The segmentation email I sent out is a part of an automation workflow. However, it doesn’t matter if it’s an email in a workflow, broadcast or campaign email. It will work exactly the same.

Here’s what I say in that email (email copy in blue):

I want to make sure I'm being as relevant as possible to what you're trying to accomplish and where you are with your blogging career.

So please click on one of the options below to indicate where you stand. Sharing this info with me will allow me to serve you the best way I can.

IMPORTANT: Please click ONLY ONE of the following options. That will allow me to tailor our interactions and give you the most value.

This is the key point here. If they click on more than one, they will be tagged in two different categories. That may be fine depending on your goals, but since for mine – they can only be in one category, it’s important for me to explain that.

Here are the options I give them:

  • I don't plan on blogging
  • I do want to blog but haven't started yet.
  • I have a blog already but am not making any money with it
  • My blog makes under $500/month
  • My blog makes between $500 and $1,000/month
  • My blog makes between $1,001 and $3,000/month
  • My blog makes between $3,001 and $5,000/month
  • My blog makes between $5,001 and $10,000/month
  • My blog makes over $10,000/month

Now, if I double click on one of those links, I will see the link info pop up.

And you will see that I set up a trigger link that triggers the automation “Apply Tag Blog Level 1 – No Money Yet”. You will also see that this is a RULE.

That’s the key. You have to set up a rule to tell Drip that when someone clicks on a link, or does something else that you define, they need to be tagged in a specific way.

And in order to set up that rule, you have to create the tag. So let’s go through the steps

  1. You create the tag
  2. You create the rule, which you will see just now that it’s the trigger link
  3. You add the trigger link or trigger links to your email
  4. You Save it as a segment (optional)

Step 1 – Create the Tag

To do this, click on People (formerly called Subscribers) and then click on Tag.

Then click on “Add Tags” and give the tag a name

In this case, since I have up to what I called level 7, I’ll call it “Blog Level 8 | 100K+”

Drip - Create Tags

Then I will click on Add. The tag is now set up.

The reason I gave it a number here is just to make it easy for me to sort these rules. I know that 8 will be higher than 7 and it can sort them accordingly.

Drip Add Tags

Step 2 – Create the Rule (Trigger Link)

Click on Automations and then Rules. Then click on “New Basic Rule”.

Give the Rule a name. In this case I’ll name it “Apply Tag | Blog Level 8 | Over $100K”

Please notice that I’m being VERY consistent in my naming conventions here. For more on this, check out my tutorial on creating a naming structure for all of your Drip features. 

Drip - Create Rule

For my Trigger, I’ll choose “Clicked a trigger link”

Then I’ll enter a destination URL. In my case, that will be

Then it’s going to automatically generate that Trigger URL. You can copy it here if you want, but you don’t need to as it’ll be available whenever you’re creating an email.

For the action, I will select “Apply a tag” and the tag will be Blog Level 8 - $100K+

Drip Rule Details

Then, click on “Save Rule”

And then click on Draft and then Activate. I have created and activated the rule.

Step 3: Add the Trigger Link to an Email

Once in an email, select text that you want to be the trigger link and click the “insert link” icon.

Instead of using a regular link, select the “Trigger link” tab and choose the trigger link you created.

In my case, that will be “Apply Tag – Blog Level 8 - $100K+”

For the URL, choose the one I already chose, and click Insert.

Now if anyone clicks that link, they will be tagged and you’ll know that they are KILLING it in their blogging business. I mean – Over $100K/month is ridiculous.

You can do this for ANY links in your emails and easily segment your audience once you set it up like we did today.

Drip - Add Trigger Link

Step 4: Save the Segment (optional)

This step is optional and somewhat unnecessary, but it’s nice to do. Technically, you can just select all tagged subscribers and email them.

But by saving them as a segment, you can easily see and choose from a few segments that are really important to you and your business.

To do that, choose the tag you created and then click the “Refresh” button.

Then click on Save Segment and give it a name.

Click “Save Segment”.

Drip - Save Segment

QUESTION: How are you using segmentation in your business? Go ahead and leave your answer to this question in the comments area below