Suggested by Stephani Nicole – New
Our clients would like a quick way to "Tag" a Contact or Lead to add them to a Segment. Other Marketing Automation platforms like Hubspot have a nice way of doing this.
Here is an idea for implementing:
Tag Management
- Navigate to a Segment - see a new icon on the right-side of the editor called "Tags" - click this icon. Add, remove & edit tags for this segment
- Navigate to Settings and a new section called "Segment Tags" - see a list of all segments and the tags associated with them. Add, remove & edit tags
Tag Use
If D365 user has proper security role -
- they will see a new section on the Contact/Lead record called "Segment Tags" - they can quickly add or remove tags here.
- they can select multiple Contacts/Leads in a View and then click on a new button in the Command Bar called "Segment Tags" - here they can add or remove tags
- they can create views based on Tags: for example, show me all Contacts tagged with "XYZ"
Whenever a Tag is added to a Contact/Lead - they get included in the Segment (whether it is static of dynamic doesn't matter)
Whenever a Tag is removed from a Contact/Lead - they get removed from the Segment (whether it is static or dynamic doesn't matter)