Recently, I found myself writing new knowledge base articles about tags in Batchbook. I was surprised to find that we didn’t already have articles about tags. Afterall, they are a central feature that we talk to customers about a lot on the support team.
Using tags = categorizing your contacts. That’s a big reason why folks are using a CRM, to categorize and label their contacts for easy lookup. So why didn’t we already have a few support articles around tags? Perhaps because they are so simple I was overlooking a lot of their value. And their value has increased a lot recently. I figured it’s time to right this wrong and give tags some much deserved love!
Tags help keep things organized
Super useful to begin with, tags have taken a tremendous leap in usefulness over the last year.
Tags have always played a key role in helping to identify, label and categorize records.
Want to know your clients from your vendors? Use tags.
Want to know who is a participant versus board member? Again, tags.
And not just for contacts but to-dos, communications and lists as well. For example, I’m a big fan of tagging lists I create so that I can find them quickly with filters in my account. Easy to create on the fly, tags have always been small powerhouses of organized bliss.
Now, tags have even more superpowers
We’ve started introducing more functionality to tags. First, we let you create email alerts based on tags. Any time a user on the account creates a contact with a particular tag you can get a notification.
We’ve also released Automations, where tags went from useful to MVP. With Automations you can use tags to trigger new to-do’s and/or Emails! Now you can add a tag and automatically send emails and/or create to-dos. This helps you stay in better touch and keep on top of details like never before.
Some of my favorite automations triggered by tags include:
- Tag communications with a ‘hot lead’ tag. This triggers a to-do for my team to follow up on.
- Tag web form submissions to send an acknowledgement email and create a to-do to follow up.
- Tag a group of contacts (with batch actions) to start a to-do workflow for all them at once.
I guess I’m feeling a little sheepish about short changing tags for so long in our knowledge base. They are useful, powerful tools in Batchbook that are too often overlooked.
To give tags the attention they deserve, I’ll be sharing a few pointers on how to best organize your tags soon. If you have any questions about how to harness the power of tags in your account, let me know and I’ll be happy to help.