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Unlocking Enhanced Campaign Efficiency with Bosseo CRM’s New Tagging Feature
In today’s competitive digital landscape, the ability to quickly and effectively segment audiences is crucial for personalized communication and optimized marketing strategies. The newest update to Bosseo CRM allows you to tag contacts directly from the campaign statistics page, advancing your campaign efficiency to the next level. This feature is a game-changer for businesses, providing seamless contact management and personalized targeting post-campaign.
Understanding the New Feature
The new feature in Bosseo CRM lets users add and automate tags based on campaign interactions — an innovative advancement in campaign management tools. Now, you can integrate tagging actions directly from the campaign statistics page, alleviating the prior need for pre-planning, bulk actions, or workflows. With this update, each interaction — from opens to clicks — can automatically trigger relevant tagging right from where you analyze your campaign’s performance.
The Problem Solved
- Lack of immediate segmentation options post-campaign.
- Need for elaborate pre-planning or workflows to manage tagging.
Key Features and Benefits
Let’s break down the core features and advantages this new tagging process offers:
Interactive Tagging from Statistics
Add tags to contacts who opened, clicked, etc., directly from the campaign statistics page. This streamlined process saves time and encourages spontaneous segmentation based on actual engagement data.
Automated Future Tagging
Utilize the “All” selection to auto-tag future campaign interactions such as opens and clicks, ensuring that your audience data remains always current.
Effortless Monitoring with Trackable Logs
Keep tabs on tagged contacts and view logs directly within the campaign statistics for easy tracking and reporting. This improves transparency and enhances strategic insights.
Use Cases Across Various Industries
Home Improvement Industry
For home improvement services, where each client might have varying needs based on their home’s specifications or the season, managing client info quickly post-campaign ensures personalized deals or DIY tips reach the right segments. This tagging ensures ongoing dialogues remain relevant and personalized.
Legal Practices
Law firms can benefit immensely, as tagging permissible contacts based on their inquiries about specific legal services ensures that follow-ups are precise and well-informed. It’s an easy way to sort potential clients by their needs — family law, corporate law, or personal injury, for example.
Medical Practices
For medical and wellness centers, tagging allows for the streamlined distribution of relevant health information or appointment reminders based on past engagement, enhancing patient communication and fostering trustful relationships.
How To Implement
Here’s a quick guide to utilizing the new tagging feature:
- Navigate to Marketing → Email Campaigns
- Access the campaign statistics via the 3-dot menu on a sent campaign
- Select Load More → Opened, Clicked, etc.
- Choose contacts to tag and click on Add Tags
- For auto-tagging future interactions: Select All → Add Tags → Enable Auto-Tagging
Important to Note
- Auto-tagging isn’t available for Skipped contacts.
- Action logs are visible under Bulk Actions, not for future auto-tagging.
- Enable future auto tagging by selecting all contacts.
With Bosseo CRM’s new tagging feature, tailor your campaigns with unmatched precision and ease, giving every business the tools to thrive through strategic personalization. Implement it today and unlock the full potential of your marketing efforts!
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