Tags are labels or keywords that can be applied to contacts, leads, or data within a CRM or marketing automation system. These tags help categorize and organize information, allowing businesses to segment their audience, track specific behaviors, or manage workflows more efficiently. Tags are highly customizable and can be used to group contacts based on various criteria, such as interests, location, purchase history, or engagement level.
Contact Segmentation: Assigning contacts into certain categories, demographics, characteristics, or likes and dislikes for targeted marketing.
Lead Scoring: Using tags to capture leads with special value by monitoring certain actions or activities.
Campaign Management: Using tags for identification of contacts that have contributed to definite marketing initiatives, like websites or promotions.
Task Assignment: By applying tags to particular contacts or leads, assigning given follow-ups or tasks to team members depending on the type of contact.
Tracking Engagement: Targeting users by their activities around an email, content, or product for more relevant communication.
Better Organization: Tags simplify how large data of contacts or other information can be sorted and accessed so that nothing falls through the cracks.
Targeted Marketing: Using tags, an organization can divide a relatively large audience into smaller subsets to create meaningful marketing campaigns.
Increased Efficiency: Labels can be used to sort contacts by a tag field, providing additional efficiency for the sales and marketing departments while conducting lead and follow-up work.
Improved Analytics: Usage tracking through tags helps to follow the tendencies of the contacts, their activity, and overall level of interaction which can be useful for effective marketing.
Customized Workflows: When applied, tags can be used to initiate various activities that depend on the set rules for tagged contacts, for instance, follow-up emails for the Tagged Interested contacts.
EngageBay offers a comprehensive tagging system to help you categorize and manage your contacts efficiently:
Customizable Tags: A contact’s custom fields should be used to create more relevant tags that can group your contacts by any parameter important to your company.
Tag-Based Automation: Create form-filling processes in which certain actions happen when labels or tags are put on the contacts (For instance, sending of follow-up emails to those that can be labeled “new leads”).
CRM Integration: To help you keep track of your contacts more effectively, EngageBay’s CRM lets you tag and categorize leads right from the interface.
Tag Filtering: Report contacts’ lists with a tag field, which allows quick sorting of contacts to the target audience for further marketing or sales campaigns.
Add Tags: Open the contact record to add a tag to that contact. Use the bulk action to add a tag to multiple contacts.
Manage Tags: With the help of Tag Manager, keep track of all your tags. Here's how you can access the Tag Manager:
Click the profile picture on the top right --> Select Account Settings --> Tag Manager.
This option helps you edit a tag, delete a tag, or add a new tag. You can also select multiple tags and delete them.
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