{"id":11439,"date":"2022-10-11T16:07:55","date_gmt":"2022-10-11T13:07:55","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=11439"},"modified":"2025-01-30T17:00:23","modified_gmt":"2025-01-30T14:00:23","slug":"how-to-use-tags-for-prospects","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/how-to-use-tags-for-prospects\/","title":{"rendered":"How to use tags for prospect management"},"content":{"rendered":"<p>Snov.io uses a tagging system to label prospects based on their status or activities and to allow you to filter them based on the tag criteria.<\/p>\n<p>Below are default tags that we apply to a prospect profile automatically after a certain event or activity:<\/p>\n<table style=\"height: 624px; width: 97.275%; border-collapse: collapse; margin: 25px 0px; font-size: 0.9em; font-family: sans-serif; min-width: 400px; box-shadow: rgba(0, 0, 0, 0.15) 0px 0px 20px; border-style: none; border-color: #e0d3d3; background-color: #ffffff;\" border=\"1\" cellspacing=\"10 \" cellpadding=\"10\">\n<tbody>\n<tr style=\"border-radius: 5px; background-color: #7d63ec; color: #ffffff; text-align: left;\">\n<td style=\"width: 22.363%; height: 24px; text-align: center;\"><span style=\"font-size: 12pt;\"><strong>Tag name<\/strong><\/span><\/td>\n<td style=\"width: 36.7336%; height: 24px; text-align: center;\"><span style=\"font-size: 12pt;\"><strong>When applied<\/strong><\/span><\/td>\n<td style=\"width: 45.8723%; text-align: center;\"><span style=\"font-size: 12pt;\"><strong>Notes<\/strong><\/span><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 22.363%; height: 24px; text-align: left;\">\u00a0<strong>In campaign<\/strong><\/td>\n<td style=\"width: 36.7336%; height: 24px; text-align: left;\">\u00a0Applied when prospect is added to a campaign<\/td>\n<td style=\"width: 45.8723%; text-align: left;\">This tag is applied when you launch a campaign.<\/p>\n<p>Also means that prospect was already added to one of your campaigns.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 22.363%; text-align: left;\"><strong>Not contacted yet<\/strong><\/td>\n<td style=\"width: 36.7336%; text-align: left;\"><span style=\"font-weight: 400;\">\u00a0Applied to prospects added to a campaign who have not yet received an\u00a0 email<\/span><\/td>\n<td style=\"width: 45.8723%; text-align: left;\">Usually comes with \"In campaign\" tag and is replaced with \"Contacted\" tag when prospect is sent an email.<\/td>\n<\/tr>\n<tr style=\"height: 21px;\">\n<td style=\"width: 22.363%; height: 21px; text-align: left;\">\u00a0<strong>Contacted<\/strong><\/td>\n<td style=\"width: 36.7336%; height: 21px; text-align: left;\">Applied when prospect is sent an email from a campaign<\/td>\n<td style=\"width: 45.8723%; text-align: left;\">This tag is applied when prospect receives the first email<\/p>\n<p>Also means that a prospect was already contacted in your past campaigns.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 22.363%; height: 24px; text-align: left;\">\u00a0<strong>Campaign completed<\/strong><\/td>\n<td style=\"width: 36.7336%; height: 24px; text-align: left;\">\u00a0When prospect completes an email sequence (receives all the emails)<\/td>\n<td style=\"width: 45.8723%; text-align: left;\">This tag is applied when a prospect reaches the final step in your email sequence. Also means that a prospect have completed a sequence before.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 22.363%; height: 24px; text-align: left;\">\u00a0<strong>Replied<\/strong><\/td>\n<td style=\"width: 36.7336%; height: 24px; text-align: left;\">\u00a0When prospect replies to any of the sequence emails<\/td>\n<td style=\"width: 45.8723%; text-align: left;\">This tag is applied after we register a response from a prospect. Also means that a prospect have replied to your emails before.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 22.363%; text-align: left;\">\u00a0<strong>Auto-Replied<\/strong><\/td>\n<td style=\"width: 36.7336%; text-align: left;\">\u00a0When there was an automatic response to a campaign email<\/td>\n<td style=\"width: 45.8723%; text-align: left;\">This tag is applied when we detect auto-response to one of the campaign emails.<\/td>\n<\/tr>\n<tr style=\"height: 21px;\">\n<td style=\"width: 22.363%; height: 21px; text-align: left;\"><strong>\u00a0Bounced<\/strong><\/td>\n<td style=\"width: 36.7336%; height: 21px; text-align: left;\">\u00a0When there was an email delivery error<\/td>\n<td style=\"width: 45.8723%; text-align: left;\"><span style=\"font-weight: 400;\">After we register that an email sent to a prospect bounced, this tag is applied.<\/span><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 22.363%; height: 24px; text-align: left;\">\u00a0<strong>Unsubscribed<\/strong><\/td>\n<td style=\"width: 36.7336%; height: 24px; text-align: left;\">\u00a0When prospect opts out using an unsubscribe link in any of your emails<\/td>\n<td style=\"width: 45.8723%; text-align: left;\">This tag means that a prospect have unsubscribed and will not be emailed again.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">Using tagging system, you can categorize prospects by their status or activities, and filter them by those tags.<\/span><\/p>\n<h2 id=\"add\"><strong><span style=\"font-size: 20pt;\">How to add custom tags<\/span><\/strong><\/h2>\n<p>Follow the steps below to tag multiple prospects within a list:<\/p>\n<ul>\n<li>G<span style=\"font-weight: 400;\">o to your <\/span><a href=\"https:\/\/app.snov.io\/prospects#\/\"><span style=\"font-weight: 400;\">prospects list<\/span><\/a><\/li>\n<li>Select prospect profiles you want to tag<\/li>\n<li>Click <strong>Add tags<\/strong> on the toolbar at the top<\/li>\n<li>Type a tag name into the input field (repeat to add multiple tags)<\/li>\n<li>Click the <strong>Add<\/strong> button<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-block-image shadow aligncenter wp-image-17693 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/2022-10-11_14-09-26-1.png\" alt=\"\" width=\"908\" height=\"353\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/2022-10-11_14-09-26-1.png 908w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/2022-10-11_14-09-26-1-300x117.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/2022-10-11_14-09-26-1-768x299.png 768w\" sizes=\"(max-width: 908px) 100vw, 908px\" \/><\/p>\n<div class=\"notification-block note\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/ph_circle-wavy-warning.svg\" alt=\"note\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p>You can create tag of different colors for visual reference. Hover the cursor over coloured square and choose desired color while adding the tag.<\/p>\n<\/div>\n<\/div>\n<p><span style=\"font-weight: 400;\">You'll see the tags you added in the <\/span><b>Tags <\/b><span style=\"font-weight: 400;\">column on prospect list page.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-block-image shadow aligncenter wp-image-17697 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/2022-10-11_14-41-47.png\" alt=\"\" width=\"908\" height=\"351\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/2022-10-11_14-41-47.png 908w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/2022-10-11_14-41-47-300x116.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/2022-10-11_14-41-47-768x297.png 768w\" sizes=\"(max-width: 908px) 100vw, 908px\" \/><\/p>\n<p>To add more tags to a single prospect, click <strong><em>+<\/em><\/strong> button\u00a0 next to a tag list.<\/p>\n<h2 id=\"filter\"><strong><span style=\"font-size: 20pt;\">How to filter prospects with tags<\/span><\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">To filter contacts in the prospect list based on their tag:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Open <strong>Tags<\/strong> filter box<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Set filter condition: <strong>And<\/strong> - to show prospects that have all tags you select; <strong>Or<\/strong> - to show prospects with at least one of the selected tags\u00a0<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Select tags<\/span><\/li>\n<li>Click anywhere on the prospect list screen to load results<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-block-image shadow aligncenter wp-image-17699 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/gif-tag.gif\" alt=\"\" width=\"900\" height=\"356\" \/><\/p>\n<p>You'll see a list of prospects filtered by selected tags.<\/p>\n<p><span style=\"font-weight: 400;\">To further manage filtered contacts, select them and choose the next action:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-block-image shadow aligncenter wp-image-17702 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/Copy-of-2022-10-11_15-45-28.png\" alt=\"\" width=\"908\" height=\"350\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/Copy-of-2022-10-11_15-45-28.png 908w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/Copy-of-2022-10-11_15-45-28-300x116.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/09\/Copy-of-2022-10-11_15-45-28-768x296.png 768w\" sizes=\"(max-width: 908px) 100vw, 908px\" \/><\/p>\n<ul>\n<li>Create deals<\/li>\n<\/ul>\n<p>Create a deal in Snov.io CRM for each selected prospect.<\/p>\n<ul>\n<li>Verify email (if not verified)<\/li>\n<\/ul>\n<p>Verify selected prospects.<\/p>\n<ul>\n<li>Delete tags<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Remove tags from selected prospects.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click the cross icon next to a tag to delete it from a single prospect.\u00a0<\/span><\/p>\n<ul>\n<li>Move prospect<\/li>\n<\/ul>\n<p>Move selected prospects to another list. For example, when you need to transfer certain contacts to a list associated with another email campaign.<\/p>\n<ul>\n<li>Delete<\/li>\n<\/ul>\n<p>Delete from a prospect list.<\/p>\n<p><em>Have more questions? We\u2019re here to help at help@snov.io or live-support chat.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Snov.io uses a tagging system to label prospects based on their status or activities and to allow you to filter them based on the tag criteria. Below are default tags that we apply to a prospect profile automatically after a certain event or activity: Tag name When applied Notes \u00a0In campaign \u00a0Applied when prospect is [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11439"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=11439"}],"version-history":[{"count":1,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11439\/revisions"}],"predecessor-version":[{"id":36959,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11439\/revisions\/36959"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=11439"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=11439"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=11439"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}