Tag Categories

By leveraging our standard tag categories, you get a range of benefits when it comes to our tag solution.

Philip Schweizer avatar
Written by Philip Schweizer
Updated over a week ago

Why use Tag Categories anyway?

Using the tag categories (Emojis) in tags and scores brings a range of benefits, most importantly:

  • Usability

    • Categories make it intuitive for the various teams who see tags to understand their meaning. This leads to higher adoption of the use of tags, lower training requirements, and more engaged team members.

    • Have a look at this demo leads' profile, and how images support the purpose for someone who sees the tags & scores.

Demo lead with example SalesWings tags with emojis
  • Automated reporting & dashboards in Salesforce

    • Using standardized tagging structures with the categories, you are unlocking the possibility for automated reporting and dashboards to gain powerful insights. Our managed package will include the following 4 automated Salesforce dashboards:

      • Email attribution dashboard

        • Detailed dashboard showing the impact of email campaigns on lead qualification rates, won opportunities, and more

      • Channel attribution dashboard

        • Detailed dashboard showing the impact of the various type of channels/mediums (i.e. social, email, paid) on lead qualification rates, won opportunities, and more

      • Paid attribution dashboard

        • Detailed dashboard showing the impact of the various paid campaigns

      • Intent attribution dashboard

        • Detailed dashboard showing insights on interest in products, services, topics, videos, documents, and more

Our standard Tag Categories

We encourage you to be very disciplined with these categories and update existing tags with our tag categories to benefit from the Salesforce reporting and usability parts.

Our core tag categories are embedded into the SalesWings rule creation interface through a category picker:

SalesWings standard Emojis

List of Categories with examples

Type

Description

Category

Example

Automated Dashboard linked to this emoji

Campaign

Email campaign engagement

βœ‰οΈ

Spring campaign βœ‰οΈ

  • SW - Emails | Attribution & Campaign Dashboard

Campaign

Paid campaign engagement

πŸ’³

LinkedIn launch ad πŸ’³

  • SW - Paid | Attribution Dashboard by paid campaign

Campaign

Social campaign engagement

πŸ“£

LinkedIn team post πŸ“£

Campaign

SMS campaign engagement

πŸ“±

March promoπŸ“±

Medium

Channel / Source engagement (medium)

πŸ”ˆ

Social πŸ”ˆ

  • SW - Channels | Attribution Dashboard by channel

  • SW - Paid | Attribution Dashboard by paid campaign

Medium

Source-specific

β˜„οΈ

LinkedIn β˜„οΈ

Referrer

Organic referrer visit

πŸ”Ž

Google πŸ”Ž

Offering

Product Interest

πŸ“¦

Model X πŸ“¦

  • SW - Intent | Interests and Opportunities Dashboard

Offering

Service interest

πŸ’Ό

Exec training πŸ’Ό

  • SW - Intent | Interests and Opportunities Dashboard

Persona

Partnership related

🀝

Partner interest 🀝

  • SW - Intent | Interests and Opportunities Dashboard

Persona

Employee

πŸ‘«

Team πŸ‘«

Persona

Job applicant

πŸ“

Job seeker πŸ“

  • SW - Intent | Interests and Opportunities Dashboard

Highlight

Clicked on phone number

πŸ“ž

US office phone click πŸ“ž

Highlight

Buying signal

πŸ’΅

Pricing page πŸ’΅

Highlight

Alerting / negative event

πŸ’₯

Cancellation page πŸ’₯

  • SW - Intent | Interests and Opportunities Dashboard

Highlight

Important or recent action

πŸ”₯

Recent pricing view πŸ”₯

  • SW - Intent | Interests and Opportunities Dashboard

Highlight

Bowser tab pinned

πŸ“Œ

Contact page πŸ“Œ

Content

Video engagement

πŸ“Ή

Overview video πŸ“Ή

  • SW - Intent | Interests and Opportunities Dashboard

Content

Document engagement

πŸ“

NBA case study πŸ“

  • SW - Intent | Interests and Opportunities Dashboard

Topic

Topic of interest

✨

Sustainability ✨

  • SW - Intent | Interests and Opportunities Dashboard

Event

Event/webinar activity

πŸŽ™

Launch webinar πŸŽ™

  • SW - Intent | Interests and Opportunities Dashboard

Saleswings Tricks

Need more information on Tag categories and how beneficial they can be? In episode 2 of our SalesWings tricks, Philip takes you through how valuable these categories and dashboards can be!

Need additional categories?

If you have ideas for useful additional categories of emojis, share them with us in the chat!

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