ProspectIn’s Tags

Published by Melany on

8 minutes

Have questions about Tags on Prospectin and don’t know how to answer them without going to the Support team? You’ve come to the right place!🌟

In this article, we’ll look at what a tag is, and how it’s used in Prospectin.

What is a Tag?

A“Tag” means “marker”, “label”, so the action “to tag” is the fact of marking someone on the networks, in a comment on a publication for example, or marking someone with a label, a small note attached to associate him with a criterion X, as on ProspectIn.

The tag can be a real tool for building, interacting or maintaining relationships in the context of B2B prospecting and which, when well used, can allow you to boost your posts on the Linkedin network.

To learn more about this issue, I invite you to read this article.

How to tag a prospect?

You can tag a prospect or prospects from the “Campaign” tab by selecting the prospect or prospects and clicking on the green icon.

  • Click on “Create a tag”
  • Choose the associated color
  • Define the name of the tag
  • Validate

Can I modify a tag (name, color)?

You can indeed modify a tag.

  • Click on “Tags” in the “Campaign” tab
  • Select your tag and click on the little pencil next to it
  • Update and validate

How to delete a tag?

You can delete a tag very easily from the “Campaign” tab:

Can we tag a prospect several times?

Absolutely! What a dilemma it would be to force you to choose between your 2 flagship criteria “Potentially interested” and “To follow up in X days”. 🤯

You can add several tags to the same prospect, following the same approach explained in the part above “How to tag a prospect?”.

⚠️ Attention, this is only possible from the “Campaign” tab.

Is there a limit of tags for a prospect?

Absolutely not!

You can put as many tags as you want and… put some colors on your interface! 🌈

Can we tag a prospect from the “Prospect” tab?

You can indeed tag from the Prospect tab, by selecting your prospect from the list and clicking on the green tag icon.

Can I sort my leads by tag order?

No. At least not yet. 🙄

More broadly, it’s not yet possible to organize your leads in a campaign alphabetically, or by tag.

How to filter by tags?

One of the main advantages of tagging is that you can search for your leads according to a defined criteria within a campaign, in other words, you can filter by tags within the campaign.

You can filter your prospects according to the chosen tag so that the list of concerned prospects appears.

What does “untagging” mean?

As we have just seen, you can tag certain prospects and filter them in order to carry out specific actions on this list of people.

But you can look for the opposite: to have all the people who are precisely not tagged, who do not have the X tag, it is the anti-tag.

This trick can be a real help.

Case For example, you are looking for all the people who did not receive message 2 in your scenario where there are several message steps.

The anti-tag will be very useful in this situation.

To do this, go to the “Campaign” tab, and filter by “Message sent” and select “Message 2” :

Tag all the people from this filter “Message 2 received” :

Clear all filters to get all leads from the campaign.

In “all filters”, apply the filters “message sent” and the anti-tag “message 2”:

Can we tag from Linkedin?

You can indeed tag from the Linkedin messaging system so that a prospect is exported in a campaign with the defined tag, directly.

For Piwaa users, you can refer to this article on how to use tags on Piwaa, the Linkedin messaging system. 2.0 !

Can I add a tag automatically depending on an action I do on Linkedin?

And now our flagship feature is coming into play.

I named the triggers!😁

Triggers

allow you to automatically trigger actions based on certain events and conditions.

You can discover more about this functionality in this article, here we will focus on tags

.

You can either:

  • Define an output action on all people “Being tagged as” (the trigger )

Or

  • “Add a tag” to all people responding to an action X. ( the output )

Case 1:

You want to automatically transfer all the people you have tagged “do not contact” into a specific “do not contact” campaign:

Case 2:

You want to automatically tag all the people who have not responded to your message as “To be recalled” by transferring them to a specific “To be recalled” campaign.

Users cases

This paragraph is going to give you some tips on how to use tags for certain cases.

Case 1: Delete pending invitations

You want or need to delete your pending invitations.

NB: It is recommended to always have less than 1500 pending invitations to avoid being limited or blocked by Linkedin

Let’s start again. You want to delete your pending invitations, in order to re-launch them later, but you don’t want to waste a lot of time tracking down all the people to whom you have already sent an invitation. That’s normal!

You should also know that when you delete a pending invitation, you have to wait 3 weeks before you can invite the person again on Linkedin.

When will I know when to re-invite these people? How can I find these people?

The Tag.

  • Go to the tab “Campaign”, in the campaign of your choice,
  • Filter people by their “pending” status
  • Tag these people by creating a “pending” tag and a “deleted on 24/02” tag

You will have to proceed campaign by campaign, because from the “Prospect” tab, you will not be able to tag several prospects at the same time.

But you already knew that, you’ve read it, I had even put a little⚠️!

You can then delete your pending connection requests from the “dashboard” tab :

Now, you can go back into your campaign, filter by the 2 defined tags, your leads will have the “not connected” status and so you can re-launch when the 3 week delay is over.

⚠️ If your leads still have the “pending” status even though you have removed the pending invitations, you need to run a “Visit” action on these leads to update the information, and their statuses.

You can use this tutorial to run a visit.

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Case 2 : Modify a message during the execution of the scenario

You have launched a scenario with a connection request and two message steps but you want to modify your message while the scenario is running.

Our tool takes into account the modification you made to your message only for people who are not yet in queue.

What about people who are already in the queue?

You will have to delete these actions and restart them in another scenario.

How can I find them afterwards? Why a new scenario?

The Tag.

  • Go to the campaign in which your scenario is running.
  • In “all filters”, filter by “Has a pending action”

  • Tag these people by creating the tag “queue”

  • Go to the “Queue” tab and delete the actions:

  • Go back to your campaign, filter by the “Queue” tag, select the leads and assign them to a scenario with a message in the first step.

NB: In this case, you will restart the messages, you will not be able to put these actions in the initial scenario which had a connection request in the first step since these people have already moved to the next step. This is why you have to put them in a new scenario.

Case 3: Export the people of a group as you go along and find them easily in the CRM

You want to export the people of a group as you go along and be able to find them easily in your campaign

To export the members of a Linkedin group, we recommend exporting by increments of 2000 so that Prospectin’s algorithm doesn’t see anything. 👀

So you will have to export as you go along to, stay within the bounds, but also since members can be added gradually and you will want to add them as you go along.

  • Go to Linkedin and click on “Groups” on the left of your screen

  • Export them in the following way:

Once in your campaign, tag them so you can find them easily.

You can either transfer in different campaigns depending on how you organize your campaigns and your prospecting (by profession, by region, by sector, by gender etc..)

Or you can leave them in the campaign that you have created for this purpose.

To add potential new members of the group over time, reset the marker that allows you to scan the profiles:

Similarly, re-export and tag them on Prospectin.

Case 4: You want to insert Mr. and Mrs. in your automated messages

This little trick developed by our dear CEO allows you to send messages starting with Mr. and Mrs. with the {{firstname}} tag in the automated messages of a scenario.

This is explained in this article.

Case 5: I can segment my campaign to send a personalized message to certain profiles

You have a campaign that gathers all the managers of the Occitania region, and you want to segment this list by the type of manager (financial, marketing, communication..) to send them a personalized message.

Or, you establish several different campaigns by transferring prospects from one campaign to another.

If you want to segment in the same campaign, you will have to use tags.

You can search in your campaign with the “Title” keyword and with the “Contains” method:

When the list appears, you can tag the prospects.

Do the same for all the segments you want.

Then, you will just have to filter by the tag to send your personalized message.

If there are any questions left unanswered, feel free to come to support so we can answer them, and, update this article! 😁

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