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.
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:
List of Categories with examples
Type | Description | Category | Example | Automated Dashboard linked to this emoji |
Campaign | Email campaign engagement | ✉️ | Spring campaign ✉️ |
|
Campaign | Paid campaign engagement | 💳 | LinkedIn launch ad 💳 |
|
Campaign | Social campaign engagement | 📣 | LinkedIn team post 📣 |
|
Campaign | SMS campaign engagement | 📱 | March promo📱 |
|
Medium | Channel / Source engagement (medium) | 🔈 | Social 🔈 |
|
Medium | Source-specific | ☄️ | LinkedIn ☄️ |
|
Referrer | Organic referrer visit | 🔎 | Google 🔎 |
|
Offering | Product Interest | 📦 | Model X 📦 |
|
Offering | Service interest | 💼 | Exec training 💼 |
|
Persona | Partnership related | 🤝 | Partner interest 🤝 |
|
Persona | Employee | 👫 | Team 👫 |
|
Persona | Job applicant | 📝 | Job seeker 📝 |
|
Highlight | Clicked on phone number | 📞 | US office phone click 📞 |
|
Highlight | Buying signal | 💵 | Pricing page 💵 |
|
Highlight | Alerting / negative event | 💥 | Cancellation page 💥 |
|
Highlight | Important or recent action | 🔥 | Recent pricing view 🔥 |
|
Highlight | Bowser tab pinned | 📌 | Contact page 📌 |
|
Content | Video engagement | 📹 | Overview video 📹 |
|
Content | Document engagement | 📁 | NBA case study 📁 |
|
Topic | Topic of interest | ✨ | Sustainability ✨ |
|
Event | Event/webinar activity | 🎙 | Launch webinar 🎙 |
|
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!