Create New Tags in the Send or Schedule Page: A Game Changer for Email Campaigns
The digital marketing landscape is forever evolving, and businesses are continually seeking innovative ways to streamline their processes for optimum efficiency. Enter the latest feature enhancement by Bosseo CRM: the ability to create new tags directly from the Send or Schedule page during email campaign setups. This recently introduced feature aims to enhance user experience, boost productivity, and simplify email marketing tasks.

Previously, marketers had to navigate through multiple steps and pre-plan their tags before initiating an email campaign. Now, with Bosseo CRM’s upgraded functionality, creating a new tag is a straightforward, within-the-flow process. This change promises to save time, simplify automation setups, and ultimately increase efficiency for businesses across different sectors.
Benefits of the New Feature
No Need for Pre-Creation
Creating tags on the go eliminates the need for pre-planning every campaign’s tags. This flexibility means that if a new requirement arises during the campaign setup phase, users can address it instantly without retracing their steps.
Simplified Automation
With the ease of adding tags, automating workflows becomes a seamless experience. This feature simplifies setting triggers and actions based on the new tags, streamlining the entire marketing automation process.
Time Efficiency
Time is a valuable resource, especially in marketing. By allowing tag creation during the scheduling phase, Bosseo CRM reduces the time spent on campaign preparations, enabling faster execution and more agile marketing strategies.
Use Cases Across Various Industries
Home Improvement Businesses
For home improvement businesses, keeping track of various service categories and client preferences can be quite challenging. Utilizing the new tag creation feature, companies can swiftly organize their campaigns based on specific services like plumbing, electrical work, or landscaping. By tagging these services during email setup, businesses can categorize their client base more efficiently and target them with relevant information and promotions.
Legal Practices
Law firms can greatly benefit from the ability to create tags as they organize their communications according to practice areas such as personal injury, family law, or corporate legal services. Tags can also help in segmenting emails based on client case statuses (e.g., pending, active, resolved) which provides clarity and enhances communication with clients and potential leads.
Medical Practices
In the medical sector, patient communication is crucial. With the new feature, medical practices can create and apply tags for different types of communications, such as appointment reminders, health tips, or insurance updates. This categorization ensures that patients receive information that is relevant to them and are reminded of services that enhance their health and wellness journey.
How to Use the New Feature
Following the steps of a typical email campaign setup in Bosseo CRM, you’ll navigate to Email Marketing, create or open a campaign, and proceed to the Send or Schedule screen. There, you’ll see the ‘Add Tags’ option. Enable this feature, type your new tag in the dropdown, and click the Add button. Itβs a simple yet powerful addition that brings more control to campaign management.

Conclusion
Bosseo CRM continues to modernize and streamline marketing efforts with innovative tools designed for efficiency and productivity. The enhanced ability to create tags directly in the Send or Schedule page is tailored to eliminate redundancies, improve automation, and provide businesses across various fields with a flexible and user-friendly approach to email marketing. As businesses adapt to these enhanced capabilities, they can look forward to simplifying their process and maximizing their outreach effectively. Whether in home improvement, legal, or medical sectors, Bosseo CRM’s new feature is set to bring productivity to a new high.
This update underscores Bosseo CRM’s commitment to enhancing user experience through thoughtful enhancements aimed at making the CRM not just a tool, but a partner in business growth.




