A staple of any CRM is the ability to organize your contacts using event tags. You can easily do this within the Accountable! Click here to create event tags.
But you should be known, how to use Event Tags & how to create Event Tags. Don't worry about it we will describe it elaborately follows as
How to Use Event Tags in Your CRM Strategy
Customer relationship management (CRM) is all about understanding and engaging with your customers. One of the most effective ways to do this is by hosting events that bring people together around shared interests or goals. By using event tags in your CRM strategy, you can better track and analyze event attendance, engagement, and ROI. In this article, we will explore how event tags can enhance your CRM efforts.
What Are Event Tags in CRM?
Event tags in CRM are essentially labels that you can assign to events to categorize and organize them. They can help you track attendance, engagement, and outcomes for each event, as well as analyze trends and preferences among your customers. By using tags, you can quickly filter your events to find the ones you need, which can save you time and effort.
Why Use Event Tags in CRM?
Event tags can help you in several ways when it comes to your CRM strategy.
Firstly, they can help you track attendance and engagement for each event. By tagging events with attendee names or numbers, you can quickly identify who attended each event and track their level of engagement. This can help you build more meaningful relationships with your customers and identify potential advocates for your brand.
Secondly, event tags can help you measure the ROI of each event. By analyzing the tags assigned to each event, you can identify which ones were most successful and why. This can help you refine your event strategy and focus your resources on events that deliver the most value for your business.
Lastly, event tags can help you personalize your marketing and engagement efforts. By analyzing the tags assigned to previous events, you can identify trends and preferences among your customers. This can help you create targeted campaigns that appeal to specific audiences and build stronger relationships with your customers.
How Managing Lists
In order to access your lists, click on the "Selling" tab, and then click on "Event Tags." From here, you will be presented with all of your lists (if you have created any already).
To create a new tag, click the "+ New Tag" in the top-right. A modal will appear allowing you to enter the name for your tag. Once you are ready, click on the "Save" button to see your new tag.
To edit an existing tag, click the "pencil" icon next to the tag. A modal will appear allowing you to update the name of your tag. Once you are ready, click on the "Save" button to see your updated tag.
To delete a tag, click the red "x" icon next to the tag. An alert will appear asking if you would like to delete the tag permanently. Click "Ok" to delete the tag or "Cancel" to stop the cancel process.
And that's how you manage your Event Tag.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform, or by asking our team on Facebook.
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