Tags – How to Use Tags do Fine Tune your Relationship with the Prospects

The Tags system is a powerful tool to send tailored messages to your prospects. When creating a form or a relationship message, you can create tags to link to these items. Every time the prospect interact with one of the items that have a tag, the tag is saved in the prospect profile. When you create a filter or a trigger to a relationship message, you can you specify which tags will be used to filter which prospects will receive the message.

To add a new tag, just write the tag name in the text box and click on the “Add Tag” button.


To remove a tag, clique on the “x” at the right side of the tag.

You can also add tags manually on the prospect record if you want.