Managing your customer contacts can get overwhelming as your business grows. Automated contact tagging is a simple way to keep everything organized, so you can easily know who your customers are and how best to engage with them.

📌 Why This Matters

Keeping your contacts well-organized saves you time and helps you connect with customers more effectively. Instead of manually sorting through lists or guessing who’s interested in what, automated tags let you categorize customers based on their actions or information. This means you can personalize your messages, track customer journeys, and make smarter business decisions without extra hassle.

✨ What’s New

• Automatic Contact Tagging: Easily add tags to contacts based on specific triggers, like submitting a form or making a purchase, so your contact list stays organized without manual work.
• Customizable Tag Rules: Set your own conditions for when and how tags are applied, giving you full control over your customer segmentation.

🛠️ How to Use It

1. Step 1: Decide which customer actions or attributes you want to track with tags—like new sign-ups or repeat buyers.
2. Step 2: Set up tagging rules that match those actions, so tags are applied automatically when those conditions are met.
3. Step 3: Use these tags to filter and segment your contacts in your CRM, making it easier to send targeted messages or offers.

💡 Pro Tip

Using automated contact tags helps you quickly identify loyal customers and tailor your communications, making your marketing efforts more relevant and potentially increasing sales.