{"id":17109,"date":"2020-08-14T08:25:24","date_gmt":"2020-08-14T06:25:24","guid":{"rendered":"https:\/\/timp.pro\/2020\/08\/14\/crm-tags-identify-your-customers-after-the-vacations\/"},"modified":"2020-08-14T08:25:24","modified_gmt":"2020-08-14T06:25:24","slug":"crm-tags-identify-your-customers-after-the-vacations","status":"publish","type":"post","link":"https:\/\/timp.pro\/en\/crm-tags-identify-your-customers-after-the-vacations\/","title":{"rendered":"CRM tags: identify your customers after the vacations"},"content":{"rendered":"<div class=\"trix-content\">\n<div>We are back once again to talk about the <a href=\"https:\/\/www.timp.pro\/blog\/30-crm\/303-crm-timp-seguimiento-profesional-clientes\">CRM module that you have available in your TIMP panel<\/a>.<br \/>\nAnd this time it is the turn of the <strong>CRM Tags<\/strong>: <strong> <\/strong>a fantastic tool to quickly locate those customers with whom you want to perform a specific action.<\/p>\n<p>In this case, as September arrives and we all go back to the routine, it is the ideal moment to <strong>launch a communication to those users of your center who stopped their activity during the summer.<\/strong><\/p>\n<p>Make sure they come back!<\/p>\n<p>\n<\/div>\n<h2>CRM tags: what are they for?<\/h2>\n<div>\n<strong>Tags help you segment your customers <\/strong>according to different categories: tastes, interests, location in the center&#8230;<\/p>\n<p>Once you have them segmented, it is much easier to <strong>carry out actions aimed specifically at those customers<\/strong> <strong>that interest you<\/strong> according to their profile.<\/p>\n<p>In this case, we are going to prepare the ground to win back those customers who stopped coming to your center during the summer.<\/p>\n<p>\n<\/div>\n<h2>Labeling your customers<\/h2>\n<div>Let&#8217;s see how the process works.<br \/>\nYou will see that it is really simple. <\/p>\n<\/div>\n<h3>Create a label<\/h3>\n<div>The first thing you need to do is to <strong>create a new label<\/strong>.<br \/>\nTo do this,<strong> go to the CRM section of your TIMP panel<\/strong> and click on the <strong>&#8220;Tags&#8221;<\/strong> tab <strong>.<\/strong><br \/>\nOnce there, select the<strong> &#8220;New label&#8221;<\/strong> option.  <\/p>\n<p>In this window that opens <strong>we will give a name to the label<\/strong> we have created.<br \/>\nIn this case, <strong>&#8220;Drop out in summer&#8221;<\/strong> will be used to identify the clients who did not renew their quota in July (or whatever month you prefer): <\/p>\n<figure class=\"attachment attachment--preview attachment--jpg\">\n<\/figure>\n<p>If you want, <strong>you can write a short description for the label and assign a color <\/strong>of your own <strong>. <\/strong><br \/>\nIn this example we have used yellow. <\/p>\n<p>When you click on <strong>&#8220;Create tag&#8221;<\/strong>, <strong>it will appear in the list of tags<\/strong> in this section.<\/p>\n<\/div>\n<h3>\n<figure class=\"attachment attachment--preview attachment--jpg\">\n<\/figure>\n<p>Add the label to the corresponding clients<\/h3>\n<div>Now that you have created the &#8220;Summer Dropout&#8221; tag, it is time to <strong>search for those customers who did not renew their monthly payment<\/strong> in July.  <\/p>\n<p>Once located, go to each customer&#8217;s file and you will see a drop-down menu called &#8220;Tags&#8221;:<strong> select the tag you want and add it to the customer&#8217;s file<\/strong>.<br \/>\nYou can add as many tags as you want to their file. <\/p>\n<figure class=\"attachment attachment--preview attachment--jpg\">\n<\/figure>\n<p>In this example, you will speed up this process more if you have that label prepared in advance and <strong>tag customers as they stop renewing their quota<\/strong> instead of doing it all after the fact.<\/p>\n<p>\n<\/div>\n<h3>Filter your customers by tags<\/h3>\n<div>You have already created the label and you have put it on those customers who have not come in the summer.  <\/p>\n<p>With this done, when the time comes to launch, for example, an email campaign to encourage them to come back after the summer, <strong>you will only have to filter them by the tag: &#8220;Summer dropout&#8221;.<\/strong><\/p>\n<p>And that&#8217;s it: <strong>you have in front of you the list of those specific clients<\/strong>, not one more and not one less.<br \/>\nYou can now let them know that your center is still open for them in September.   <\/p>\n<p>And as a cherry on top, an idea: what if in that email you offer them an attractive promotion for the return trip?<br \/>\n\ud83d\ude09 <\/p>\n<p>As you can see, this is a very simple process but it <strong>makes it very easy for you to perform any action only with those customers you consider<\/strong>: contact them, apply a discount, activate the autopurchase&#8230; whatever is necessary at any time and circumstance.<\/p>\n<p>Create your own labels and let nothing escape you!<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In September you want your customers to come back.<br \/>\nIdentify them with Tags and launch a campaign! <\/p>\n","protected":false},"author":233048127,"featured_media":8339,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-17109","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM tags: identify your customers after the vacations - TIMP<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/timp.pro\/en\/crm-tags-identify-your-customers-after-the-vacations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM tags: identify your customers after the vacations - TIMP\" \/>\n<meta property=\"og:description\" content=\"In September you want your customers to come back. 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