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Classification And Tagging

  • Updated

Purpose

Assign one (classification) or more (tagging) values to any record that matches the filtering criteria.

 

Category Location: All, Calculate or manipulate, Frequently used

 

Field Description

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Classification

1.  Set:  Field to hold classification value (single value, text)

2.  To:  Classification value (will replace existing value)

 

Tagging

3.  Tag: Field to hold tagging value (multi-value, text)

4.  With: Tag value (will append to existing value)

 

Tips

  • When writing a single value (classification), the new value will replace the existing value.
  • When writing multiple values (tagging), the new tags will be added to existing tags.
  •  You can do multiple classification and tagging actions in one task.

 

Examples

  1. Classify and route leads by company size.
    • Filter for lead records with Company Revenue <$100m and="and" country="US" or="or" canada="Canada">$100m>
    • Set attribute Account Type = “Inside Sales” and Territory = "North America"
  1. Tag customer for upsell campaigns.
    • Filter for customers that have purchased product A
    • Tag attribute Upsell Products = “Product B, Accessory A1, Accessory A2”.

 

 

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