Lead Tags

 What are Lead Tags?

Why would I want to tag my leads?

Getting started with Lead Tags

Using tags is simple, and involves just 2 steps:

1. Manually Tag a lead
   Using the LeadBoxer interface you can manually tag your leads. In order to do this
   a) select the lead
   b) click the Lead Tags icon
   
   We have added 4 default tags: Competitor, Customer, Key account and Partner.  
   Obviously you can add other tags yourself. There is a hard limit of 100 tags.
2. Set your Lead Tag filter
   Once you have added lead tags to your leads, you can use the filters to include or exclude them from/ to your Segments.

Automatically tag leads 

In below example we take the LeadBoxer user ID from the LeadBoxer cookie and use it to send a signal to our servers with the Lead Tag: customer

<script defer src="//script.leadboxer.com/?dataset=yourDatasetId"></script>
<script type="text/javascript">

setTimeout(function(){   // we add a small delay to make sure the visitor and cookie are created before we use it
		
   var leadTag = "customer"		// define the lead tag
   var userId = ot_uid();	        // define userID
		
   // Construct API call to add lead tag to the visitor
   var url = "https://kibana.leadboxer.com/api/management/update_lead_tags?action=add&userId=" + userId + "&leadTags=" + leadTag;
  
   // send the data to the LeadBoxer API
   fetch(url,{mode: 'no-cors'});			
				
   // optional logging		
   console.log("Added customer tag to userId: " + userId);
	
 }, 3000); // end of timeout function			
</script>

Add, remove & overwrite tags

You can use these parameters to add or remove specific tags:  &action=add or &action=remove

NOTE:
If you do not provide one of these parameters, then the request will overwrite all existing tags that are already present.