🏷️ Tags
Last Updated December 20th, 2024
This article explains how to use tags in DealTrail to efficiently organize and track contacts, deals, and opportunities. It highlights the customizable nature of tags, their role in segmentation, filtering, and automation, and provides a step-by-step guide on creating, applying, and managing them.
Using Tags in DealTrail: Organize and Track Your Contacts with Ease
Tags in DealTrail offer a powerful and flexible way to categorize and track your contacts, deals, and opportunities. Whether you’re managing customer relationships, running marketing campaigns, or keeping track of specific projects, tags help you segment and filter your data in ways that enhance your business processes.
What Are Tags in DealTrail?
Tags are custom labels that you can assign to contacts, deals, and other objects in your CRM. Think of tags as keywords or identifiers that make it easy to categorize and search for items. Each tag can represent a specific attribute, behavior, or status of a contact or deal, allowing you to group similar records together.
For example, you might use tags like “New Lead,” “Interested in Product A,” or “Follow Up” to track the current status or characteristics of a contact or deal.
Key Features of Tags in DealTrail:
• Flexible and Customizable:
Tags are highly customizable. You can create any tag that fits your business model, such as tags for specific products, services, marketing campaigns, or lead statuses. The flexibility of tags allows you to tailor them to your exact needs.
• Easy to Apply:
Adding tags to contacts is quick and easy. With just a few clicks, you can apply one or more tags to any record, ensuring that your data is well-organized and easy to track.
• Search and Filter Capabilities:
Tags make it simple to search and filter through your contacts and deals. For example, you can easily find all contacts tagged with “Interested in Product A” or filter deals based on specific campaign tags. This ability to segment your records by tags helps you stay focused on the most important data.
• Batch Tagging:
You can apply tags to multiple records at once, which is especially useful when you need to tag a large group of contacts or deals with the same label. This bulk action saves time and ensures consistency across your data.
• Tag Grouping:
DealTrail also supports grouping similar tags together, making it easier to organize related tags. For instance, you can create a tag group for all marketing campaign-related tags, such as “Summer Sale,” “Webinar Invite,” or “Free Trial.”
• Automation and Workflow Integration:
Tags can be used in automation rules and workflows, allowing you to trigger actions based on specific tags. For example, you could set up an automation to send follow-up emails to contacts tagged as “Follow Up” or assign tasks to your sales team for leads tagged as “Hot Lead.”
• Customizable Reports:
Tags can be included in your reporting filters, making it easy to generate reports based on specific tags. This is useful for tracking campaign performance, lead generation, or other metrics that are tied to particular tags.
How to Create and Manage Tags in DealTrail:
1. Accessing the Tag Management Section:
• To start using tags, log into your DealTrail account and navigate to the Settingssection.
• Under CRM Settings, find and select Tags to open the tag management interface.
2. Creating New Tags:
• Click on the Add New Tag button to create a new tag.
• Give your tag a meaningful name that reflects its purpose (e.g., “Lead - Follow Up,” “Closed - Won,” “Product A Interest”).
• Click Save to store the tag. Your new tag will now be available to assign to contacts, deals, or other CRM records.
3. Assigning Tags to Records:
• To apply tags to a record, simply open the contact, deal, or opportunity you want to update.
• In the Tags section, start typing the name of the tag you want to assign, or select from existing tags.
• You can assign multiple tags to a single record to categorize it in different ways.
4. Batch Tagging Contacts or Deals:
• If you want to apply tags to multiple records at once, navigate to the list view of your contacts or deals.
• Use the checkboxes to select the records you want to tag.
• Once selected, choose the Bulk Actions dropdown and select Add Tag.
• Choose the tag(s) you want to apply and click Apply to tag all selected records at once.
5. Editing and Deleting Tags:
• If you need to edit a tag name, navigate to the Tags section in Settings and select the tag you want to modify.
• Update the tag name and click Save to apply changes.
• To delete a tag, click the Delete button next to the tag you no longer need.
6. Using Tags in Automation and Workflows:
• Tags can be incorporated into automations and workflows to trigger specific actions based on the presence of a tag.
• For example, you can create an automation rule that sends an email to contacts who are tagged as “Interested in Product A.”
Use Cases for Tags in DealTrail:
• Lead Qualification:
Tags can help you track the qualification status of leads. For instance, you could use tags like “Qualified Lead,” “Hot Lead,” or “Cold Lead” to easily track where each lead stands in your sales pipeline.
• Tracking Campaigns:
If you’re running multiple marketing campaigns, tags help you segment your contacts based on which campaigns they’ve interacted with. Tags such as “Summer Sale” or “Webinar Registration” allow you to easily identify contacts who have participated in those campaigns.
• Event Management:
Tags can be used to track event participation, such as “Event - Webinar” or “Event - Trade Show.” This makes it easy to follow up with attendees and measure the success of your events.
• Customer Support and Service:
Use tags to track service requests or support issues. Tags like “Support Case - High Priority” or “Customer Satisfaction - Follow Up” ensure your team knows which customers require immediate attention.
• Project Management:
For businesses that manage multiple projects, tags help you categorize contacts or deals by project type or status. Tags such as “Project - Website Redesign” or “Project - Marketing Campaign” help you stay organized and ensure nothing falls through the cracks.
Why Tags Matter for Your Business:
• Efficient Data Organization: Tags help you quickly organize and categorize your records, making it easier to manage your data and access the information you need when you need it.
• Improved Segmentation: By tagging contacts and deals, you can segment your audience in a more meaningful way. This segmentation allows you to target your communications and efforts more precisely, improving engagement and conversions.
• Enhanced Automation: Tags play a key role in automation, helping you trigger actions based on customer behavior or status. This can save you time and ensure that your processes are streamlined and consistent.
• Better Insights and Reporting: With tags, you can generate more accurate reports and gain deeper insights into your business activities, whether it’s tracking lead conversion or measuring the effectiveness of a campaign.
Tags in DealTrail provide you with a flexible and powerful way to organize, track, and manage your contacts, deals, and opportunities. By customizing and using tags effectively, you can streamline your processes, enhance your automation, and gain valuable insights into your business activities.
Start using tags today to improve your organization, segmentation, and automation efforts, and keep your business running smoothly!