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CRM Tag System - Complete Guide

CRM Tag System - Complete Guide

Learn how to use the tag system to categorize and manage fans, improving marketing effectiveness

The tag system is one of the core features of CRM, allowing you to precisely categorize fans for more targeted marketing and service.

🏷️ Tag System Overview

What are Tags?

Tags are descriptive labels you add to fans, used for:

  • Categorizing and organizing fans
  • Identifying specific groups
  • Personalizing marketing campaigns
  • Tracking user characteristics

Tag Types

  1. Manual Tags: Manually assigned by you
  2. Automatic Tags: Automatically assigned based on rules

📝 Creating and Managing Tags

Creating New Tags

  1. Go to the CRM dashboard
  2. Switch to the "Tag Management" tab
  3. Click the "Manage Tags" button
  4. In the popup dialog, select the "Create Tag" tab
  5. Fill in tag information:

Tag Information Fields

  • Tag Name (required): Concise and clear name
  • Description (optional): Detailed explanation of tag purpose
  • Color: Choose from 15 preset colors
  • Category: Select appropriate category

Tag Categories Explained

1. General Tags

Used for general classification labels

  • Examples: VIP Customer, Important Contact, Partner

2. Behavior Tags

Based on user behavior

  • Examples: Active User, Frequent Buyer, Content Sharer

3. Demographic Tags

Based on user characteristics

  • Examples: Business User, Student User, International User

4. Custom Tags

Created according to your specific needs

  • Examples: Beta User, Tester, Opinion Leader

🤖 Automatic Tag Rules

System Preset Tags

The system automatically creates the following tags:

  • New Subscriber: Users who subscribed in the last 30 days
  • High-Value Customer: Customers with total spending over $100
  • Frequent Buyer: Users with more than 5 purchases
  • Inactive User: Users inactive for more than 90 days

Creating Automatic Tag Rules

  1. When creating a tag, select the "Automatic Tag" option
  2. Set trigger conditions:
    • Lifecycle Stage: When user reaches specific stage
    • Spending Amount: When total spending reaches specified amount
    • Purchase Count: When purchase count reaches specified number
    • Activity Level: Based on last active time

Automatic Tag Examples

High-Value Customer Tag

{
  "type": "total_spent",
  "operator": "greater_than",
  "value": 100
}

New User Tag

{
  "type": "lifecycle_stage",
  "value": "new",
  "days": 30
}

Inactive User Tag

{
  "type": "last_active_days",
  "operator": "greater_than",
  "value": 90
}

🎯 Tag Application Strategies

1. Customer Value Segmentation

Create tags based on spending amount and frequency:

  • Diamond Customer: Spending > $500
  • Gold Customer: Spending $200-$500
  • Silver Customer: Spending $50-$200
  • Regular Customer: Spending < $50

2. Engagement Classification

Create tags based on user activity level:

  • Super Active: Daily activity
  • Active User: Weekly activity
  • Regular User: Monthly activity
  • Inactive User: No activity for 30+ days

3. Content Preference Tags

Based on user content consumption habits:

  • Tech Article Enthusiast
  • Business Content Follower
  • Lifestyle Reader
  • Educational Content Consumer

4. Marketing Response Tags

Based on user response to marketing campaigns:

  • Email Active User: Frequently opens emails
  • Promotion Sensitive: Responds well to discount campaigns
  • Content Sharer: Frequently shares content
  • Opinion Leader: High influence user

📊 Tag Analysis and Optimization

Tag Usage Statistics

Regularly check tag usage:

  • Number of users per tag
  • Tag growth trends
  • Tag activity levels

Tag Effectiveness Evaluation

Evaluate tag performance in marketing campaigns:

  • Conversion rates for different tagged users
  • Lifetime value of tagged users
  • Engagement levels of tagged users

Tag Optimization Recommendations

  1. Regular Cleanup: Delete unused tags
  2. Merge Similar: Combine functionally similar tags
  3. Rename: Use clearer tag names
  4. Standardize: Establish tag naming conventions

🔧 Tag Management Best Practices

Naming Conventions

  • Use concise and clear names
  • Avoid abbreviations and technical jargon
  • Maintain naming consistency
  • Use either English or your native language consistently

Color Management

  • Use different colors for different tag categories
  • Use prominent colors for important tags
  • Maintain color usage consistency

Tag Quantity Control

  • Avoid creating too many tags
  • Recommend no more than 10 tags per fan
  • Regularly review and clean up unused tags

Permission Management

  • Clearly define who can create and modify tags
  • Important tag modifications require approval
  • Record tag creation and modification history

⚠️ Notes and Limitations

System Limitations

  • Maximum 100 tags per creator
  • Tag name length limited to 50 characters
  • Description length limited to 200 characters

Performance Considerations

  • Large numbers of tags may affect system performance
  • Complex automatic tag rules require more computational resources
  • Recommend regular cleanup of unused tags

Data Consistency

  • Deleting tags will also delete all related assignments
  • Modifying tag names affects all places using that tag
  • Automatic tag updates may have delays

🚀 Advanced Features

Tag Combination Queries

Use multiple tags for compound queries:

  • Users with multiple specific tags
  • Users with any of several tags
  • Users excluding specific tags

Tag Import/Export

  • Bulk import tag data
  • Export tag usage reports
  • Backup tag configurations

API Integration

Automatically manage tags through API:

  • Automatically assign tags
  • Bulk update tags
  • Sync external system tags

📈 Tag Marketing Applications

Email Marketing

Precision email marketing based on tags:

  • Send personalized content to different tagged users
  • Adjust email frequency based on tags
  • Test response rates for different tagged users

Content Recommendations

Recommend relevant content based on tags:

  • Recommend tech articles to tech-tagged users
  • Recommend business content to business-tagged users
  • Personalize homepage content display

Promotional Campaigns

Targeted promotions for specific tagged users:

  • Exclusive discounts for high-value customers
  • Welcome offers for new users
  • Return incentives for inactive users

📞 Getting Help

If you encounter issues while using the tag system:

  1. Check the CRM Getting Started Guide
  2. Read the Segment Management Guide
  3. Contact our technical support team

Next: Learn how to use Segmentation Features for more advanced fan management.

CRM Fan M...CRM Segme...