Tags

A Tag is a label used to categorize and group leads based on attributes like interest, status, or actions. Tags help streamline organizations and allow for quick filtering and segmentation.​

Popular Use Cases of Tags​

Outbound Campaigns

1. Lead Management

• Make promotional calls to inactive leads.
• Example: Inform customers about a 20% discount ending soon.

2. Event Outreach

• Reach out to participants with event details.
• Example: Invite leads to your upcoming webinar on AI trends.

3. Customer Insights

• Collect feedback after a product purchase.
• Example: Ask customers to rate their experience after a recent order.​

Outbound Automation

1. Appointment Management

• Automate reminders to reduce missed meetings.
• Example: Notify clients 24 hours before their scheduled appointment.

2. Lead Follow-Ups

• Set automated calls to nurture cold leads.
• Example: Follow up with potential clients 3 days after an inquiry.

3. Customer Retention

• Ensure repeat business with personalized check-ins.
• Example: Call customers a week after delivery to ask about their satisfaction.