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:
- 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.
- 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