Smart Tag Strategies for Campaigns

Turn simple labels into powerful voter targeting.

Tags are more than just organizational tools — they’re one of the most strategic features inside Vottiv. Used well, they give you a real-time edge in understanding, segmenting, and re-engaging your voters.

This article covers best practices and creative strategies to help you get the most out of tags on your campaign.

1. Tag Based on Field Observations

Train your canvassers to tag voters with things they see at the door — these tags become valuable micro-targeting tools later.

Examples:

• 🏳️ “American Flag” – great for patriotism messaging or veteran outreach

• 🐕 “Dog at Door” – helpful for volunteers dropping yard signs

• 🚫 “Do Not Contact” – exclude these from future contact attempts

• ✅ “Strong Supporter” – great for volunteer recruitment or early voting reminders

Pro Tip: Use the Canvassing Tag Assignment option to let field teams add tags directly from the app.

2. Tag Your Relationships

Don’t just rely on the voter file — tag people based on personal or team connections.

Examples:

• 👥 “Friends & Family” – great for personalized asks or early fundraising

• 🗣️ “Known by Staff” – leverage relationship when making follow-up contact

• 🤝 “Endorser” – easy to reference for public support or influence outreach

3. Use Tags to Track Issue Interest

Capture issue preferences during phone calls, canvassing, or surveys by tagging accordingly.

Examples:

• “Pro-Life”

• “Supports School Choice”

• “Small Business Owner”

• “Concerned About Crime”

Later, build targeted messaging groups or event invites based on these tags.

4. Layer Tags for Multi-Step Strategy

Combine tags with group filters to build ultra-precise universes.

Example Strategy:

• Start with a broad group like “GOP Primary Voters”

• Filter to only those tagged with “Strong Supporter”

• Further narrow to “Yard Sign” or “Volunteer Prospect”

• Launch a hyper-targeted text or call campaign to mobilize that segment

5. Tag for Recontact and Retargeting

Tag voters based on past interactions and how you plan to follow up.

Examples:

• “Follow-Up Call Needed”

• “Persuadable”

• “Sign-Up from Event”

• “Voted Early” (track GOTV progress)

This allows you to launch smart, rolling outreach throughout the campaign without duplicate touches.

6. Use Tags with Custom Imports

When you import a donor list, volunteer database, or external data set, always tag it clearly.

Examples:

• “2023 Donors”

• “Church Outreach List”

• “Chamber of Commerce Members”

These groups may not be in the voter file — but once tagged, they’re part of your strategy.

Final Tip: Keep Tag Names Clear and Consistent

Avoid duplicates or confusion by following a tag naming system. For example:

• ✅ “Volunteer Prospect” not “Volunteers?” or “PotentialVol”

• ✅ “Flag” not “flag spotted” or “flag-in-yard”

Use tags like smart campaign shorthand — they should be useful for your whole team.