Keeping your contacts organized is essential for any small business owner. One way to make managing your contacts easier is by using smart tags. These tags help you group your contacts based on interests, behaviors, and more—making it simple to find the right people and personalize your communication.

📌 Why This Matters

When you have a growing list of customers and contacts, it can get overwhelming to keep track of all the important details. Smart tags allow you to quickly sort and find specific groups, which saves you time and helps you send messages that truly connect. This means less guesswork and more meaningful interactions with your customers.

✨ What’s New

• Automatic Tagging: Contacts can now be tagged automatically based on actions they take or information they provide, so you don’t have to do it manually.
• Enhanced Tag Management: Easily add, remove, or update tags to keep your contact lists organized and current.

🛠️ How to Use It

1. Step 1: Identify the categories or behaviors that are important for your business—for example, frequent buyers, local customers, or newsletter subscribers.
2. Step 2: Set up tags in your CRM for those categories.
3. Step 3: Enable automatic tagging if available, or apply tags manually when you add new contacts.
4. Step 4: Use these tags to filter your contacts when sending emails, offers, or messages to ensure they are relevant.

💡 Pro Tip

Using smart tags to segment your contacts allows you to send personalized offers that can increase customer loyalty and sales.