What is a tag
Learn about tags - one of the segmentation options.
Definiton
Tag is a customizable, flexible tool used to label and categorize users, companies, deals, and other objects to streamline management and enhance targeting capabilities. Tags allow for the easy grouping and segmentation of data, enabling more targeted marketing campaigns and personalized interactions.
They serve as simple yet powerful identifiers that can be applied to objects within the platform to filter and sort them according to specific criteria or attributes, facilitating efficient and effective data organization and access.
Categories of Tags
As mentioned before in the User.com app tags can be applied across various objects to enhance data management and operational efficiency. Here's a breakdown of different types of tags:
User tags: user tags help segment users based on behavior, preferences, engagement levels, or demographic details. For instance, you might tag users as "Hot lead" or "Cold lead" to tailor your marketing and sales efforts based on their interactions with your business.
Company tags: these tags can categorize companies by industry, size, relationship status like "VIP Client" or "Partner", or any other relevant characteristic.
Product tags: tags can describe features of the products ("Eco-friendly" or "New"), categories ("Electronics"), or promotional statuses ("Sale"). This helps in managing product listings.
Deal tags: deal tags are used within the CRM section to track the status and attributes of deals. Tags such as "Urgent," "High priority," or "At risk" can help sales teams prioritize their efforts and manage their pipeline more effectively.
Ticket tags: these tags can help support teams to organize their workload and respond appropriately thanks to categorizing and prioritizig the tickets. Tags can indicate the nature of the issue ("Technical" or "Billing") or urgency ("High priority", "Low priority").
Messages tags: this type of the tag is specifically used within the context of chat conversations to categorize and manage conversations in the Inbox section. By tagging chat messages, support teams can track the number of the requests connected with a specific problem or topic ("Payment issues", "Refund request").
How to Create a Tag
In order to start using tags around the platform you need to create them first and write a description. Please, go to Tools > Tags section. There you can see different categories on the left. Choose a category (the object you want to create a tag for) and click on a "Create Tag +" button.
We highly recommend to name all the user lists using the same style to keep the consistency and simplify the integration process.
Once you create a tag it will be ready for the usage.
In order to learn more about the process of adding/removing the tag to/from a specific object, please check this article.
Use Cases
Tags in User.com can be instrumental in improving data management, campaign targeting, and customer support, making business processes more efficient and responsive to your needs. Let's check some examples for the inspiration.
Tagging Imported Objects for Easy Filtering
You have a database of fresh leads from your Sales Team after the offline conference. Now you want to upload this database to User.com to work with the records in the CRM section. After the import you need to have an easy way to filter all these users out to create the deals for your Sales Team and assign them to specific agents. This is the moment when user tags will help you with that.
On the first step of the CSV import process you can add a new tag to all the records from the file. It will create a common characteristic for all of them, allow you to trigger an automation for these specific users and keep the track of the imports in the system.
Using Tags for Segment Management
Let's say your company operates in multiple industry sectors and needs to tailor its communication and product offerings based on industry-specific needs. Then you can apply the tags such as "Healthcare", "Education" or "Retail" to each company or user profile (depending on your data structure) in the database.
The sales and marketing teams use these tags to segment their communications effectively. For instance, they can send targeted marketing emails with industry-relevant case studies, ensuring that content is directly applicable to each sector. Additionally, sales reps can prepare for meetings by quickly filtering company profiles by tags, allowing them to tailor their pitches to address industry-specific challenges and opportunities.