A brief introduction to Salespanel tags
Tagging visitors on your Salespanel account helps you categorize and organize visitors, leads, and accounts for further operations. You can use tags to mark a certain set of visitors or exclude them altogether. Every visitor on Salespanel can be tagged irrespective of their status as leads, companies, or visitors. When a tagged anonymous visitor converts into a lead, the tag is carried forward to the new contact along with all lead data.
Salespanel provides you multiple ways you can add/remove tags to any visitor.
1. You can go to the detail page or the information drawer for any visitor or lead and add/remove tags from there.
2. You can use the SDK to add/remove tags on any visitor from your website.
3. You can automate the addition or removal of tags using segment triggers.
How can I add or remove tags using SDK
Salespanel SDK provides a method that can be used to add or remove tags from the visitor on your website. You can provide multiple tags for both operations.
To add tags, you can use
$salespanel.push(["set", "tags:add", ["tag1", "tag2"]]);
To remove tags, you can use
$salespanel.push(["set", "tags:remove", ["tag1", "tag2"]]);
How is this useful for me?
Salespanel tags are designed to give you more control over your visitor’s lifecycle and help you better engage and categorize your customers.
You can leverage activities that the visitors do on your website to tag them only if they are genuinely interested and are engaging in the right way, not just scrolling through. This can range from anything from button clicks to page visits.
Let’s say you have multiple products that you offer. When a visitor goes to the pricing page for product A and clicks on a button, you can use the SDK to tag the user as “Product A”. Now in Salespanel, you can create a segment where you can see only those visitors who are actually interested in Product A, and not just passing through.
Or you can tag visitors who click a link on the “Careers” page as “Job Seeker”, and then you can update your dashboard settings to exclude the job seekers from your dashboard (you can still continue to track them or set tracking off for these visitors). You can even use this functionality to product qualify leads by monitoring and tagging users based on how they engage with your product.
You can use Tags to monitor the customer journeys of your visitors. Salespanel website SDK records visitors' digital behavior and allows marketers to track and apply tags to them as they progress through key milestones– identification, engagement, conversion, and up-sell. Using these tags, you can enhance your lead qualification and let your sales team only focus on potential buyers.
Salespanel's CRM integrations sync these tags to your CRM by using custom fields available on contact/lead objects. It helps the sales team to understand and follow the customer on the journey and customize the message depending on which stage they are in on the journey.
Apply Tags using Salespanel Segments UI
You can also set up a Segment Trigger which can automatically add a Tag on the lead whenever the lead is qualified for that Segment. It's a great way to mark leads that are qualified for a stage and since Salespanel already passes this information further to the CRM, it creates an alignment between sales and marketing teams.