DATE:
AUTHOR:
Angus
RELATED ROADMAP ITEMS:
Lead Capture
Enhancement New feature

Week 37 - Lead Capture tagging

DATE:
AUTHOR: Angus
RELATED ROADMAP ITEMS: Lead Capture

We have recently released a new Lead tagging feature in our Lead Capture App. This allows users to apply tags to leads captured through the webapp forms. The tagging functionality enables more organized lead segmentation, routing, analysis and management for better follow-up and conversions. Users can now categorize incoming leads based on attributes like source, location, interests etc using tags. We are excited for users to leverage this new capability to gain more context and insights on their lead data. The tagging feature is the latest addition to our Lead Capture webapp aimed at providing more customization and actionability for users to maximize the value of their lead capture efforts.

Here are some potential advantages of using tags on lead captures:

  1. Segment leads - Tags allow you to categorize and segment leads based on criteria like location, interests, source, etc. This makes it easier to analyze and follow-up with leads.

  2. Route leads - You can use tags to route leads to the appropriate sales reps or teams. For example, assigning region-specific tags.

  3. Identify hot leads - Tags can indicate levels of interest or engagement that can help identify promising leads to prioritize.

  4. Context for sales - Tags give sales reps context about the lead before following up for more informed conversations.

In summary, tagging leads from capture forms allows much more organized lead management, segmentation, automation and analysis compared to untagged data. It provides more context and customization in dealing with leads.

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