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Tags

Tags allow you to label companies in your dataset based on the filters. It is a commonly used feature to segment companies, create audience or tag them with suggested messaging.

To set up your Tags navigate to Companies page in GoodFit app, select your filters and click "Create new tag".

Notes

  • You can set as complex filters as required using Groups & OR statements.

  • All tags are calculated dynamically which mean that whenever there's a change to a company's data points we will evaluate whether it falls under any of the existing tags.

  • You can sync tags to your CRM (it's a multipicklist property).

  • We see tags used most effectively when they map to your sequences / value propositions. It allows sales reps to quickly evaluate what's the best messaging for each company.

  • You can use tags in Scoring - it's a great way to summarise some data points.

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