Tagging in OroCRM is a simple feature that adds a lot of value to the way users interact with their Accounts and Contacts. Because Tags are so simple, yet powerful, it is easy to get value from them immediately. Here are a few ideas, best practices and things to avoid while getting the most benefit out of tags in OroCRM.
What is a Tag or Tagging?
Tags are a great way to organize your data in relevant ways that are important to your company. In OroCRM tags are supported for Accounts, Contacts and Users by default and can be used throughout the system as a way to generate reports, segment into groups, see activities, set rules and much more.
How to Tag
In OroCRM adding a tag is simple and can be done at any step in your workflow. By default you can add tags to Accounts and Contacts during the creation process or by clicking on the edit button from any record.
Tags are divided into “All Tags” and “My Tags” and defaults to the “All Tags” tab by default as shown. This allows each user to see the tags they have added vs the system assigned tags or those by other users.
Simply select an existing tag from the list of previously used tags or create a new tag inline by just typing the desired tag and it will be populated in the list below. Save and close the record and your tags are now visible as you view the record.
Clicking on a Tag while viewing an Account or Contact will also allow you to see a list of everywhere that tag has been used. This is very useful as a quick way to see others who may be similar.
We have seen tags used in a variety of different ways but here are some of the ideas we see on a regular basis:
- Filter reports based on customers with a certain tag. For example, one OroCRM client tags using levels like “Gold Client” or “Silver Client” to see how these top tier groups are performing.
- Generate a mass email based on a certain tag being assigned to an account.
- Tag your internal CRM users to measure performance of your team. This is very useful for grouping sales or customer service staff to potentially test new approaches or other KPI’s.
- Automate tagging based on certain criteria being met. Let’s say once a customer hits a certain order volume annually you can automatically assign a tag to target this customer differently than the rest.
- A/B test various marketing results based on tags assigned by your staff.
- Temporarily add a tag and remove it once an action is taken. A great use-case for this is to auto-assign a tag to users who have an open cart that has not yet converted.
- Tag your most common problem customers for an at-a-glance view as soon as you pull up their account.
- Categorize customers and create a tag based on their purchasing behavior or in-conversation topics that come up. For example, if you sell auto parts, knowing if a customer tends to buy performance truck parts, exotic sports car accessories or drives a mini-van you can use this for marketing and sales purposes.
Keep it Simple and Clean
To keep tags under control and manageable create a tagging plan and stick to it. While we did provide a quick and useful view of just your tags for ease, the concept of less is more is very true in this case. 100 tags might be useful but 1,000 tags can get out of hand quickly. Limit access to this feature as needed via the user assigned role in OroCRM.
These are a few simple ideas of how you can use tags in OroCRM. There are many more ways to use tags that are specific to your business. Feel free to get creative along the way and take advantage of this simple, yet powerful feature in OroCRM.
What tags will you create in OroCRM? Send us a note and tell us what tags you build!