Understand tags

Who can use this feature?

  • All users
  • Available on all plans and license types

Tags identify an account or user with a custom label. Tags can indicate anything you wantfrom an account that is a renewal risk or a power user of your product. 

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Where tags appear

Once a tag is applied to an account or user, you can:

  • View tags in the Account and User profiles
  • Use tags in segments, SuccessPlays, and campaigns using these filters: Tagged with or Is not tagged

What you need to know

  • There are no limits to the number of tags you create. You can remove tag assignments, but you cannot edit or delete tags.
  • You can apply and remove tags individually, in bulk (if permissions allow), or by file integration.
  • You can apply and remove tags manually or automatically using segment triggers.

Common tags to get started

Use the following examples for inspiration.

Early warning system

Tag: [new user]

Users during their first 30 days. These are new users that may require help with training or extra support.

Tag: [power users]

Users that are highly engaged on a daily basis with your app. By default, Totango looks for users that were active 20 of the last 30 days. You can add conditions to look for specific user-actions and modules used.

Power-users are great candidates for feedback questionnaires, testimonials, referrals and other types of advocates. Use Totango to identify them and target them with specific campaigns.

Tag: [inactive user]

Users that were not active in the application for the last 30 days. These users may need help to get back on track.

Tag: [new-account]

New accounts are accounts that were recently provisioned (within the last 30 days) and still in their onboarding phase. Customers during onboarding typically require more team attention to keep on track.

Target new accounts with onboarding campaigns to automate your onboarding processes.

Tag: [renewal-risk]

Renewal risks are paying customers with a renewal date in the next 90 days and a poor health score.

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