Exclude these contacts from marketing campaigns
Posted: Tue May 20, 2025 8:35 am
Sales Enablement
Sales Stage Tags:
sales-lead, sales-qualified-lead, opportunity-open, deal-won, deal-lost
Applied by sales team or integrated CRM.
Targeting: Marketing can provide targeted content based on the sales stage (e.g., case studies for late-stage opportunities). Automate tasks for sales when a tag is applied.
Objection Handling Tags:
Applied by sales reps.
Targeting: Marketing can send relevant content addressing these specific objections (e.g., ROI calculators for objection-price).
5. Operational and Internal Tags
do-not-email, blacklist, internal-team-member, test-contact
Used for internal management and ensuring compliance.
Targeting:
Implementing Tags: A Step-by-Step Approach
Effective tag implementation requires planning, consistency, and the right tools.
1. Define Your Tagging Strategy and Naming Convention
This is the most crucial step. Without a clear strategy, tags can quickly become chaotic and useless.
Purpose: What information do you really laos email list need to capture? Don't tag for the sake of tagging.
Categories: Group your tags logically (e.g., interest:, behavior:, status:, product:).
Naming Convention: Establish a consistent, clear, and easy-to-understand naming convention.
Example: interest-email-marketing, behavior-downloaded-ebook, status-customer-active, product-premium-plan
Use hyphens for readability.
Keep it concise but descriptive.
Consider using prefixes for categories.
Documentation: Create a central document (spreadsheet, wiki) that lists all your tags, their definitions, and when they are applied. This is vital for team consistency.
2. Choose the Right Tools
Your marketing automation platform, CRM, or email service provider (ESP) will be central to your tagging strategy. Ensure your chosen tools support:
Automated Tagging: The ability to automatically add/remove tags based on actions (form submissions, link clicks, page visits, purchases).
Manual Tagging: For ad-hoc categorization or sales team input.
Segment Creation: Robust features to build segments based on multiple tags and conditions.
Workflow Automation: The ability to trigger actions or entire sequences based on tag changes.
Popular platforms with strong tagging capabilities include:
Your Website/CMS: To track page visits, content consumption, and form submissions.
Your E-commerce Platform: To track purchases, abandoned carts, and customer value.
Your CRM: To sync sales interactions, lead stages, and customer service data.
Third-Party Apps: (e.g., webinar platforms, survey tools) to automatically apply tags based on actions within those tools.
4. Implement Automated Tagging Rules
Set up rules within your marketing platform to automatically apply and remove tags. This is where the real efficiency comes in.
Sales Stage Tags:
sales-lead, sales-qualified-lead, opportunity-open, deal-won, deal-lost
Applied by sales team or integrated CRM.
Targeting: Marketing can provide targeted content based on the sales stage (e.g., case studies for late-stage opportunities). Automate tasks for sales when a tag is applied.
Objection Handling Tags:
Applied by sales reps.
Targeting: Marketing can send relevant content addressing these specific objections (e.g., ROI calculators for objection-price).
5. Operational and Internal Tags
do-not-email, blacklist, internal-team-member, test-contact
Used for internal management and ensuring compliance.
Targeting:
Implementing Tags: A Step-by-Step Approach
Effective tag implementation requires planning, consistency, and the right tools.
1. Define Your Tagging Strategy and Naming Convention
This is the most crucial step. Without a clear strategy, tags can quickly become chaotic and useless.
Purpose: What information do you really laos email list need to capture? Don't tag for the sake of tagging.
Categories: Group your tags logically (e.g., interest:, behavior:, status:, product:).
Naming Convention: Establish a consistent, clear, and easy-to-understand naming convention.
Example: interest-email-marketing, behavior-downloaded-ebook, status-customer-active, product-premium-plan
Use hyphens for readability.
Keep it concise but descriptive.
Consider using prefixes for categories.
Documentation: Create a central document (spreadsheet, wiki) that lists all your tags, their definitions, and when they are applied. This is vital for team consistency.
2. Choose the Right Tools
Your marketing automation platform, CRM, or email service provider (ESP) will be central to your tagging strategy. Ensure your chosen tools support:
Automated Tagging: The ability to automatically add/remove tags based on actions (form submissions, link clicks, page visits, purchases).
Manual Tagging: For ad-hoc categorization or sales team input.
Segment Creation: Robust features to build segments based on multiple tags and conditions.
Workflow Automation: The ability to trigger actions or entire sequences based on tag changes.
Popular platforms with strong tagging capabilities include:
Your Website/CMS: To track page visits, content consumption, and form submissions.
Your E-commerce Platform: To track purchases, abandoned carts, and customer value.
Your CRM: To sync sales interactions, lead stages, and customer service data.
Third-Party Apps: (e.g., webinar platforms, survey tools) to automatically apply tags based on actions within those tools.
4. Implement Automated Tagging Rules
Set up rules within your marketing platform to automatically apply and remove tags. This is where the real efficiency comes in.