What are tags and what are they used for?
Tags are keywords used to organize and manage data. Their use enhances customer management and facilitates targeted marketing efforts.
WiseCRM enables logical grouping of companies and individuals using tags. The use of tags enhances customer management and facilitates targeted marketing efforts.
What are tags?
Tags are keywords that allow the organization and management of contacts and their actions within a system. In WisePlatform, tags can be added to:
- Contacts (companies or individuals)
- Products in the online store
- Newsletters
- Leads / offers / contracts
- Invoices
- Images
Tags can be added without limits, so the same contact or action can belong to multiple groups. Tags can relate to aspects such as a company's industry or location "construction", "Uusimaa" or characteristics of a contact like their origin "online shoppers", "newsletter subscribers".
What are tags used for?
Many parts of WisePlatform utilize customer segmentation based on tags.
Targeted Communication
Tags enable targeted communication by serving as the foundation for creating marketing and communication target groups. Taking time to define these target groups ensures that the right message reaches the right audience, achieving effective communication results.
All data accumulated between a company and its contacts can be tagged and utilized. Segmentation can be based on factors such as customer purchase history (what products they've bought, how much they've spent) or other behaviors (survey responses, event registrations).
Once desired target groups are defined and tagged, various campaigns, offers, and emails can be tailored specifically to these groups.
Data Organization
Various elements such as online store products, newsletters, leads, offers, contracts, and invoices can be organized based on tags. This often facilitates operations and information retrieval within the system.
Content Integration on Websites
Tags also facilitate easy information integration on websites. For instance, the "list companies" feature in the article management content editor utilizes tags. This feature can provide visibility to sponsors within articles, for example.
More about tags
In the system's email marketing section, it's possible to create mailing lists that automatically update based on tags.
Using the CRM search tool, it's possible to add tags to person and company contacts in bulk. This makes it easy to add a tag to multiple contacts at once.