By assigning a tag you place a contact into a certain group. Contact tags help you work with contacts effectively in various places in Quanda. They are used, for example, for quickly selecting the recipients of an e-mail campaign. Think in advance about which groups of contacts you will need for your further communication (for example: potential and existing customers, by product category, place of purchase, way of purchase, the way they use your product, their relationship to your company, their influence on closing a deal and so on).
For every group created with a tag it is worth preparing a plan of what you will send to that particular group and when, so that the contacts in a given group receive the right information.
This targeting will very significantly affect the results of your e-mail campaigns. We recommend paying increased attention to this split and doing it really thoroughly.
Do not overdo the number of groups, though. It is important that you can then handle creating e-mails for the individual groups according to your plan, and stay in regular communication with all contacts.
Tags get assigned to contacts:
- by import
- when transferring contacts from a CRM, if you have the tags created there
- through the relevant document for the contact import, where you pair the relevant column from your document with the Contact tags field in Quanda
- you can upload several tags, just separate them with a comma (lower and upper case letters and diacritics are distinguished when tags are created)
- by automation
- in an e-mail campaign, where you set one of the conditions for adding a tag to a contact
- through contact automation, where you set one of the conditions for adding a tag to a contact
- manually
- in the contact detail, where you pick from the tags you have created in Quanda in the Contact tags field
- in the contact list, where you pick contacts with the check boxes and can then add tags you have created in Quanda to them in bulk
You will find tag editing under Contacts > Add/edit contact tags. The number in brackets next to a tag says how many contacts the tag is assigned to. You can add tags here, but also delete them. If a tag is added to a contact by automation from an e-mail campaign (the crossed arrows), it cannot be deleted, because other things may be tied to it.
The maximum number of tags in one account is 500.
Do you have questions? We will be happy to answer them. Just contact our customer support at +420 605 163 892, e-mail: support@onquanda.com.
Updated březen 8, 2021