A question I get asked a lot is how to setup tags and tag categories for marketing automation. Whilst there is no one size fits all, there is a structure which is a good place to start, and you can then evolve it to fit your business.
Being able to segment your database, your contacts, customers & prospects allows for highly targeted marketing. You can narrow down to specific groups and send the right messages to them at the right time.
I like to see a tag and have it named so well I know what it is being used for. Having a solid naming convention makes a massive difference.
Simple syntax to leverage: Category – subcategory – specific detail
Some general notes:
There it is, I have put this out there. I aim to return to elaborate further. I would love to hear how you manage your tagging and categories please comment or reach out 🙂