Tags and Custom Fields:
- Tags Assigned: Utilize tags to categorize contacts based on their behaviors or attributes.
- Custom Fields: These fields allow for the collection and storage of specific information tailored to your needs.
Examples of Custom Fields:
- Age: Record and segment contacts by age.
- Birthday: Track birthdays for personalized marketing or outreach.
- Pipeline Stage: Monitor where each contact is within the sales process.
- Pipeline Status: Identify the current status of contacts within the pipeline.
Identifying Contacts Based On:
- Email Presence: Find contacts who either have or lack an email address.
- Interest Area: Target contacts with particular interests inferred from their purchase history.
- Survey/Form Responses: Filter contacts based on how they have responded to specific forms or surveys.
Common Use Cases
Tag(s) Applied Custom Field(s) Age Birthday Pipeline Stage Pipeline Status
Finding contacts that
- Do or don't have an email address
- Have a particular area of interest based on past purchases
- Have replied to a form or survey a particular way