| A | B | C | |
|---|---|---|---|
1 | Tag | When to use | What it does |
2 | CONFIRMED | Use for confirmed or paid bookings. | •Increases your conversion rate. •Moves them to the CONFIRMED opportunity stage. •Removes from all campaigns so they don't get followup texts. •Makes it possible to segment for sending future marketing messages. |
3 | FOLLOWUP | Use when they say they will get back to you. | •Moves them to the FOLLOWUP opportunity stage. •Makes it possible to segment for sending future marketing messages. |
4 | NOT INTERESTED | Use when they say they will be going elsewhere. | •Moves them to the NOT INTERESTED opportunity stage. •Removes from all campaigns so they don't get followup texts. •Makes it possible to segment for sending future marketing messages. |
5 | OUT OF AREA | Use when they are out of your service area. | •Removes opportunity so your conversion rate is not affected. •Removes from all campaigns so they don't get followup texts. •Makes it possible to segment for sending future marketing messages. •Never includes them in future marketing campaigns. |
6 | OVERBOOKED | When you don't have availability for a customer's date (last minute orders, no delivery trucks/drivers available, wants a unit that's already booked) | •Removes opportunity so your conversion rate is not affected. •Removes from all campaigns so they don't get followup texts. •Makes it possible to segment for sending future marketing messages. |
7 | REVIEW REQUEST | Use after delivery/pickup is completed to ask for a review. | •Adds them to the REVIEW REQUEST campaign. •Sends them a text asking for a review the following Tuesday at 10am. •Be sure to check the campaign text before adding this tag to ensure that you didn't forget to include your review url. |
8 | DND | Do not disturb (DND). Use when you never want to contact them again. | •Moves them to the DND opportunity stage •Removes from all campaigns so they don't get followup texts. •Never includes them in future marketing campaigns. |
9 |