Common Use Cases - Typical Scenarios

Tags and Custom Fields:

• Tags Assigned: Utilize tags to categorize contacts based on their behaviors or attributes.

• Custom Fields: These fields allow for the collection and storage of specific information tailored to your needs.

Examples of Custom Fields:

• Age: Record and segment contacts by age.

• Birthday: Track birthdays for personalized marketing or outreach.

• Pipeline Stage: Monitor where each contact is within the sales process.

• Pipeline Status: Identify the current status of contacts within the pipeline.

Identifying Contacts Based On:

• Email Presence: Find contacts who either have or lack an email address.

• Interest Area: Target contacts with particular interests inferred from their purchase history.

• Survey/Form Responses: Filter contacts based on how they have responded to specific forms or surveys.

Common Use Cases

Tag(s) Applied Custom Field(s) Age Birthday Pipeline Stage Pipeline Status Finding contacts that

• Do or don't have an email address

• Have a particular area of interest based on past purchases

• Have replied to a form or survey a particular way