How to Create a Tag using Drip Campaign Automation
Do you tag contacts in your CRM based on inactivity or time? Are you spending time managing your CRM tagging leads as HOT when they are new COLD as they get older?
Create powerful, automated workflows using drip campaigns and API-integrated CRM. Some examples of workflows:
Tag Contacts in CallAction to start a new drip campaign with the Start tags feature
Tag a Contact in Follow up Boss or other CRMs to start a new action plan
Tag Lead based on age or amount of time non-responsive
This automated workflow allows you to do time-delayed scheduled tags. Use the email parser to capture leads in CallAction and sync them to your CRM.
How to Automatically Create a Tag in a Drip Campaign
Login to CallAction
Click on Tools
Click on Drip Campaigns
Create New or Edit existing drip campaign
Next, you are ready to select the "Create Tag" option in the drip campaign.
Select the Create Tag Message Type in Drip Campaign
Select Time Delay of Campaign
Select the Create Tag option from the campaign type drop-down list
Enter a new Tag (or select from the auto-suggest list) that will be created
When the drip campaign reaches the step, CallAction will create the tag and push it to integrated CRMs.
Automatically Tags Contacts in CallAction
Contact will be tagged automatically in CallAction
Tag is pushed to API integrated CRMs
Create multiple tags at different times in the contact history
Try CallAction free for 14 days
If you are looking for call tracking and powerful text drip campaigns, look no further than the CallAction sales and marketing automation platform. Check out the reviews and our blog to learn more and set up a free trial now.