How to Use Tagging to Better Segment Your Contacts

The great thing about personalization is that it exhibits your leads that who they’re. It exhibits them that you just perceive their points, wants, and the way your services or products matches inside that equation.

What’s even higher is that it doesn’t require a ton of labor in your finish. You don’t have to individually analysis every prospect in your database to find out what their data degree is and what they should make their lives simpler. All you have to do is make use of the appropriate marketing automation instrument.

You want a instrument that may give you the appropriate capabilities with out all of the pointless bells and whistles that you just gained’t find yourself utilizing. You want a small business CRM that lets you observe your prospects’ habits so you may decide varied elements, like:

• The place they’re within the purchaser’s journey
• What content material they interact with probably the most
• What actions they’re taking in your web site
• Which of your emails they’re opening and clicking on
• What CTAs are driving them to motion

It additionally doesn’t harm to have a instrument with tagging capabilities, so you may take that data, label, and phase your leads primarily based on no matter organizational method works for you. Tagging is a straightforward strategy to filter your leads and prospects into lists so you may goal them with content material that shall be most related to them.

Fortunately, with BenchmarkONE, you may create tags on your contacts utilizing varied totally different approaches. Let’s dive into how you should use tagging to phase your contacts for higher, simpler, personalised outreach.

Totally different Methods to Use Tagging to Section Contacts

By Habits

Realizing the place your prospects visited in your website offers you data on what they’re searching for. This may help you establish what kind of content material you need to ship them.

In BenchmarkONE, you may set it up in order that if a prospect visits a particular web page, you may routinely tag them primarily based on relevant data. So, for instance, in case you run a dance studio and somebody clicks in your ballet coaching programs, you may set it up so an automated “ballet” tag is added to their contact profile. This tells you that they’re particularly considering data relating to ballet, so that you’ll know to ship them any associated content material, reductions in your ballet courses, or ballet course schedules.

You may even take it one step additional by establishing a rule to routinely ship an electronic mail about ballet programs or presents to any prospect who clicks on a ballet-related useful resource in your web site.

The identical capabilities can be utilized primarily based on electronic mail and buy exercise. You may arrange tags in order that in case your prospects click on on a specific piece of content material from one in every of your emails, or in the event that they buy one thing in your website, they’ll be routinely despatched related content material or data on associated merchandise. It’s a straightforward strategy to provide them with exactly what they need with out them having to dig round in your website to seek out it.

By How They Transformed

The method of changing a website customer to a lead is a crucial one. The extra leads you’ve gotten, the larger your promoting pool is. And the larger your promoting pool, the upper your chance of changing extra results in prospects is.

The place am I getting with this? Nicely, by figuring out how your guests are changing, you faucet into the lead sources which are only. You may decide if sure channels are producing extra conversions over others, and it will probably make it easier to establish the place you need to focus extra of your efforts. It might probably additionally make it easier to extra simply establish what content material these lead sources crave.

Listed here are some tags you can use for this tactic:

• Choose-in – Leads who signed up on your electronic mail campaigns.
• Type – Leads who downloaded a bit of gated content material.
• Purchases – For leads that make a purchase order. I like to recommend getting extra particular by including a touch and the identify of the actual product they bought.
• Gross sales – Leads that have been sourced by your gross sales staff.
• Advertising and marketing – Leads that have been transformed from inbound advertising and marketing ways.
• Social Media – In case you’re operating any social campaigns, you may tag people who convert from them.

By Advertising and marketing Personas

It doesn’t harm to go the plain route and create tags primarily based in your buyer personas. In spite of everything, you spend lots of time placing collectively your marketing plan, which incorporates completely outlining your very best consumers, so that you would possibly as nicely put that data to make use of as a lot as doable.

Take into consideration the way you’re segmenting your personas and what kind of traits you’re utilizing to outline them. Issues like:

• Area
• Trade
• The place they’re within the purchaser’s journey
  • Consciousness
  • Consideration
  • Choice
• Job title
• Gender
• Age

Establishing tags primarily based on advertising and marketing persona traits can also be a great way to find out in case you’re correct about who your very best purchaser is. In case you’re discovering that sure tags aren’t getting used, it might let you know that you’re focusing on a demographic that doesn’t really align together with your services or products.

Ensure you seek the advice of together with your advertising and marketing staff to find out any traits you need to embody or omit. It additionally doesn’t harm to seek the advice of together with your buyer help staff, as they know your present prospects finest and may help you uncover any areas you’re overlooking.

By Enterprise Kind

Within the earlier level, we talked about utilizing tags to phase your prospects primarily based on trade. A associated but broader method could possibly be to make use of tags primarily based on the kind of enterprise they’re affiliated with.

Maybe you’re a advertising and marketing firm, otherwise you supply a service that’s utilized by all kinds of various firms. In that case, this method is sensible for you, as it can will let you decide which prospects are tied to a small enterprise, an company, or different companies. Listed here are some examples:

• Small enterprise
• Company
• SaaS
• Design company
• Huge Information
• Non-Revenue

This can be an particularly useful method in case you’re simply beginning out. Over time, it’s possible you’ll need to get extra particular by tying in descriptors to present the tags extra context.

Ideas For Efficient Tagging

Automate, Automate, Automate!

As an alternative of manually tagging all of your leads, arrange automated tagging so that you don’t even have to consider it. That manner, if a lead performs a sure motion, they’ll routinely be tagged with the suitable label. It frees up time so you may focus in your different array of mandatory duties. You may also rating your tags in order that if a sure motion is completed greater than as soon as, they obtain a better rating, which may help you establish who your extra qualified leads are.

Don’t Do It On The Fly.

Whilst you could consider new tags to create within the second, it’s finest to plan your tags upfront so you may create them in your platform forward of time. It will guarantee nothing falls by the cracks and that when it comes time to tag a brand new lead, you are able to do so rapidly and simply by grabbing a tag that already exists.

Routinely Audit.

Ensure you check-in routinely to guage your tags. As your enterprise grows, some tags will grow to be non-applicable and make room for brand new tags which are extra correct on your wants and buyer habits. You may at all times archive previous tags as an alternative of deleting, in case you aren’t positive in case you ought to completely take away it or not.

I hope this weblog publish has made you a stable believer within the energy of tagging and what it will probably do on your record segmentation. Bear in mind, personalization is extraordinarily vital for efficient lead nurture, and tagging your leads appropriately is one of the simplest ways to go about it.