Segment with tags

We like to be able to report on the organisations in Insightly. In the past this proved to be difficult when we had multiple segments that described groups of organisation.

Now we tag our organisation according to how far they are in the prospecting stage together with the product that it applies to so for example we have "product X Interest", "product X Lead", "product X Subscribed", "product X Unsubscribed".

However we also need to know if the organization is able to host our products themselves or require hosting from a third party" (This affects how we deliver the product and how we maintain it).

As well as these we have a whole host of other tags that when put together give us a well defined segment.

When we report we combine the different tags to report on specifically segmented organizations so that we can better target our conversations with them.

1

Comments

8 comments
  • Thanks for the tip, David! Our Customer Success team is a big fan of tags too. :)

    For anyone who hasn't tried using tags yet, check out our Using tags article and the Working with tags webinar to get started.

    0
    Comment actions Permalink
  • I should add to this tip one thing that improves tags. 

    When you first add a tag to a contact or organization you are not able to put spaces into the tag otherwise when you type a space a new tag is started. You can start off without the spaces or enter the underscore as space.

    Then from either the contacts list or organization list select the tag. This will filter the list of contacts or organizations. In the filter bar you are then able to rename the tag to whatever you want so that you can at that point add spaces to it.

    It is a bit of a cumbersome workaround but it does make the tags more readable.

    0
    Comment actions Permalink
  • Nice workaround, Dave! Thanks!

    0
    Comment actions Permalink
  • Thanks Brenda,

    By the way were you going to email me or has the prize been rescinded ;)

    0
    Comment actions Permalink
  • I'm actually emailing you directly. I had to make sure the office was OK with sending it overseas! ;)

    0
    Comment actions Permalink
  • I use filters and tags to segment my marketing and keep an eye on who my customers are. 

    I tag each record with the vertical, company size, geography, and if I have any sort of personal connection to the contact (NYU alum, or 'friend-of-so-and-so'), I put that in the tags, too. 

    And I created filters for Prespect/Suspect/Prospect/Client so I know how far along my marketing pipeline the company is. 

    0
    Comment actions Permalink
  • These are some great ideas.  But is there not a problem with the proliferation of tags? How do you manage tags so that you don't have multiple versions of the same tag? Or rathery- how do you make sure people use the appropriate tag and not create redundant ones? 

    2
    Comment actions Permalink
  • It might be helpful to have nested tags or tag categories. Tags can be used for so many things, it is easy for the right hand side to become a frustrating, time eating, unorganized, confusing tag monster....

    0
    Comment actions Permalink

Please sign in to leave a comment.