Tags allow you to later filter your customers and leads to perform analysis and actions on them. Tags originally did not have an associated time stamp on them, but all tags going forward will. This allows you to do things like make advertising campaigns that tag your leads and then later filter to see how many lead came in from that campaign during a specific period.
We also give you the ability to drop down and choose from existing tags.
Customer Tags
A customer tag allows you to group customers easily, filter leads, and customize automated emails based on this. In a customers profile, you can enter in the tags, press enter on your keyboard, and then save the profile to create customer tags.
You also have the ability to make reports for tags, group and sort tags. We’ve also added some useful stats when viewing a tag.
New Tags are now able to be used in the following entities
- Emails from Email Center: Tags can now be applied to emails in the Email Center.
- Automations: Use tags to categorize and track your automations. Tags help manage automation workflows, making it easier to search and monitor progress.
- Customer Contacts: Tags can be added to customer contacts for personalized tracking.
Simply select the entity (email, automation, filter, or contact) and apply the appropriate tag for better categorization and management.
There is also a tag page that will allow you to add, edit, delete, and organize your tags and the customers they apply to. To learn more, watch the video below.