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One feature that I sometimes take for granted in Batchbook is tags. But time and again, our users tell us how helpful tags are in keeping them organized and helping them find the right information.
75% of Batchbook users regularly use tags
A simple way to stay organized
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The popularity of tags probably has a lot to do with their simplicity. When you are working on a contact or To-Do, it takes two seconds to add a tag to it. These tags then serve as a quick way to look at a group of similar records.
From the filter bar, it just takes a click to view all records that share a tag. So, if you tag your contacts as “leads”, you can quickly view all of your leads for easier follow up.
In one use case, a Batchbook user is using tags to note which contacts need a follow up call or email. When they have time to do the follow up, they just look up all contacts with one of those tags and work through it, removing the tag when the follow up is done.
All of this can be done right from the filter on the contact browse page. But, of course, there is even more you can do with tags.
Build a list from tags
Once you start tagging contacts, you can build lists based on those tags. Lists are great for a lot of things, such as exporting to services like MailChimp or Eventbrite, or even to a spreadsheet, or just keeping an active up to date list of contacts easily accessible from within Batchbook. You can even email a small group people right from a list.
[testimonial_slider autorotate=””] [testimonial name=”Lyssa Thompson, Crush Music” quote=”Tags help me sort and find contacts with specific interests, including ones that overlap.” id=”t1″] [/testimonial_slider]
When you build your list, you can get choosy with how tags will influence it.
- Find everyone who shares a tag
- Create a group based on contacts that have this tag OR that tag
- Build a segment based on contacts who have this tag AND that tag
- Make a list that includes contacts who don’t have a certain tag
Just with tags, you can make some pretty specific lists of contacts. Of course, you can also introduce other search criteria to narrow down your segment even further.
Stay on top of tasks
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As Melony mentioned in her post about To-Dos, categories is a great way to group tasks. But did you know you can also use tags on To-Dos? Used in combination, categories can help you see all of your tasks that relate to a certain project, and tags can help you parcel them out to different parts of the project.
For instance, you might be working on a new website for your business. That is a whole big category of tasks. With tags, you can seperate tasks into things like research, design, technical development, copy, etc.
Tags can also be used on your communications. We automatically tag any emails you record with Batchbox, so you can always filter to see just those. But you can take this further by tagging your communications with things like “prospect” or “customer service”. That way, you can focus on a group of communications and follow up as needed.
Tips from the pros:
- Customize your Batchbox tag. That way, you can look at it by user. Be sure to check the Batchbox tag on contacts, as we apply it to any new contacts that get created via Batchbox.
- Use tags instead of To-Dos for tasks that aren’t time sensitive. If you have a lot of follow up to do, don’t let it clog your task list. Instead, add a follow up tag and view those contacts as a group when you have time to do the follow up.