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๐Ÿท๏ธTags: What, Why, and How to Set it up?
๐Ÿท๏ธTags: What, Why, and How to Set it up?

Everything about Saleshandy Tags

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! ๐Ÿ‘‹

Wanna take your outreach game to the next level? ๐Ÿš€ Well, you're in luck! ๐ŸŒŸ

Let's chat about how to supercharge your prospecting with tags in your Saleshandy account! ๐ŸŽฏ


What are Saleshandy Tags?

Saleshandy Tags are like digital sticky notes you can attach to your Prospects. They're handy labels that help you sort, organize, and target your outreach efforts.๐Ÿ“๐ŸŽจ

Why use Saleshandy Tags?

Imagine your prospects are like puzzle pieces ๐Ÿงฉ, and tags are the glue that holds your strategy together. They help you group prospects based on common traits, interests, or stages in your sales process. This means more personalized and effective outreach. ๐ŸŽฏ๐Ÿค

For example, you can filter Prospects using Tags:

  • Based on the priority - Most valuable or least valuable

  • Based on their source - Downloaded from the web or bought from a third party.

  • Based on the target audience - location-wise, age-wise, gender-wise, interest-wise, etc.

You can add any category as per your requirement.

How to Set Up (Add/Remove) Saleshandy Tags?

Ready to dive into the world of tagging? Let's get you started on the path to organized prospecting! Here's the scoop on how to Add and Remove Tags like a champ.

๐Ÿ’กRemember: Whether you're hanging out in the 'Prospects' tab or cozying up in the 'Sequences' section, tags are at your service! It's all about making your life easier. ๐Ÿ™Œ

1๏ธโƒฃ From the 'Prospects' Tab

  • Head to the 'Prospects' tab in your Saleshandy account. Look for the Tag icon (it's your tagging superhero! ๐Ÿฆธ).

  • Click it to reveal the tag options for your prospects. You can Click "[+] Create new tag" in the window. Name your tag and watch it come to life. ๐Ÿท๏ธโœจTime to jazz things up! ๐Ÿ’ƒ

2๏ธโƒฃ Inside the 'Sequences' Tab

  • If you're creating sequences, head to the 'Prospects' section within 'Sequences.' You'll spot the same trusty tag icon there.

  • Click it to start tagging prospects like a pro! Ready to rock? ๐Ÿค˜

How to Reuse Saleshandy Tags?

  • Go to the filter icon if you plan to use the same tag again for another Prospect.

  • Find your tag there, and boom โ€“ it's like a tag reunion! Let the good times roll! ๐ŸŽˆ๐Ÿฅ‚

How to Bulk Tag via CSV?

Have a bunch of prospects in a CSV file?

Saleshandy lets you tag them all simultaneously, saving you time and energy. You're like the tag wizard! ๐Ÿง™โ€โ™‚๏ธโœจ

๐Ÿ“บVideo Guide

How do Saleshandy Tags help?

  • Easy Sorting: Tags are your digital labels, effortlessly categorizing your prospects. ๐Ÿท๏ธ

  • Quick Access: Jump to the 'Prospects' tab, and use tags to find who you need. ๐Ÿ”

  • Bulk Brilliance: Customize outreach for different groups, making it spot-on. ๐Ÿ’Œ

  • Targeted Touch: Sort by industry or job title, and nail that personal touch. ๐Ÿ’ผ๐Ÿ“ง

  • Personal Connection: Tags = tailored emails = valued prospects. Win-win! ๐Ÿ’ฌ๐ŸŽฏ

In Short ๐ŸŒˆ Tags organize, customize, and connect โ€“ turning your outreach into a superpower. ๐Ÿš€๐Ÿท๏ธ๐ŸŒŸ

Now that you've got the lowdown on the what, the why, and the how it's time to dive in and start tagging! ๐Ÿท๏ธ

Your outreach game is about to level up, making your interactions more personal and efficient. Let those tags work magic, and watch your prospects become connections! ๐Ÿค

Mission accomplished; you've successfully Added/Removed Tags to your Prospects.๐Ÿ‘

Wishing you a delightful experience! โค๏ธ

Happy Selling. ๐Ÿค

Warmest regards,

Saleshandy Team

๐Ÿ‘‰ Next Steps

Check out the below article If you want to know more about

๐Ÿ’ก Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. ๐Ÿค—

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