Tags
How Tags Work
Every contact in CAPTURE has tags attached to them. Tags are how the system knows who should receive what — so when you send a newsletter, you're sending it to the right people without having to think about it.
You don't need to apply tags manually. They're added automatically by forms, imports, and workflows. This page explains what the tags mean so you can understand what you're looking at when you open a contact record.
Your club's onboarding guide has the full list of tags specific to your account. The categories below are consistent across every CAPTURE client.
Source Tags
These tell you how a contact found you. Applied automatically when someone submits a form, or manually when your team adds a contact.
| Tag | Meaning |
|---|---|
| source-website | Submitted a form on your website |
| source-facebook | Came through a Facebook lead form or ad |
| source-phone | Added manually after a phone call |
| source-walk-in | Added manually after a walk-in visit |
| source-referral | Referred by an existing member |
| source-import | Imported from a spreadsheet or previous system |
Interest Tags
These tell you what someone is enquiring about. Applied based on which form was submitted or which option was selected.
| Tag | Meaning |
|---|---|
| interest-membership | Membership enquiry |
| interest-society | Society or group golf enquiry |
| interest-weddings | Wedding or venue hire enquiry |
| interest-green-fee | Visitor tee time enquiry |
| interest-lessons | Golf lesson enquiry |
| interest-meetings-events | Meetings and events enquiry |
Your account may have additional interest tags depending on your club's facilities — check your onboarding guide for the full list.
Compliance Tags
These are the most important tags for marketing. They determine who you can and can't send emails to.
| Tag | Meaning |
|---|---|
| gdpr-marketing-yes | This contact has opted in to receive marketing emails |
| gdpr-marketing-no | This contact has NOT opted in — do not send marketing content |
| newsletter-subscriber | Signed up specifically for your newsletter |
Golden rule: Only contacts tagged
gdpr-marketing-yesANDnewsletter-subscribershould receive marketing emails. CAPTURE enforces this when you send campaigns, but it's worth understanding why some contacts won't appear in your marketing lists — it's because they haven't opted in, and that's by design to keep you GDPR compliant.
Content Tags
Applied when someone downloads a brochure or resource from your website.
| Tag | Meaning |
|---|---|
| brochure-membership | Downloaded the membership information pack |
| brochure-weddings | Downloaded the wedding brochure |
Your account will have content tags matching whatever brochures and downloads are set up on your website.
Data Tags
Used for data management — tracking where contacts were imported from and what segment they belong to.
| Tag | Meaning |
|---|---|
| data-existing-member | Current club member (used to separate members from prospects) |
| data-origin-activecampaign | Migrated from a previous ActiveCampaign account |
If your data was migrated from a different system, you'll have a corresponding data origin tag. Check your onboarding guide for details.
Campaign Tags
These track who's been included in a specific marketing campaign. They follow the format campaign-[date]-[name] — for example, campaign-03.26-mothersday tracks everyone included in a Mother's Day promotion.
We create these together as you plan campaigns. They're useful for making sure you don't email the same people twice about the same offer.
Adding Tags Manually
Most tags are applied automatically, but sometimes you need to add one by hand — for example, tagging a walk-in enquiry as source-walk-in, or adding newsletter-subscriber to someone who's given verbal consent.
On a single contact:
- Open the contact record
- Find the Tags section on the left panel
- Type the tag name and press Enter
In bulk:
- Go to Contacts
- Select multiple contacts using the checkboxes
- Click Bulk Actions > Add Tag
Via import: Include a "Tags" column in your CSV with comma-separated tag names. See Data Imports for details.
Important: Only add gdpr-marketing-yes and newsletter-subscriber tags manually if you have proof of the contact's consent. See Email Marketing for GDPR guidance.