Adding tags / segment contacts

Hi Sebastian,

At the moment I’m afraid this type of segmentation is not quite possible from within Leadin but I’ll definitely bring this feedback to my team. To confirm, what are you currently using for your Marketing Automation? Want to confirm if it’s possible that we’ll integrate with them in the future.

Thanks,
Shay

Hi Shay,

thanks a lot for your reply. Right now we use AgileCRM for automation. It would probably be fine if we could just export the data from Leadin and then import it into Agile or whatever we’d be using. So kind of like:

name ; email address ; tag1 ; tag2 ; tag3; tag4…

That would already be sufficient. So we would need to be able to say what is a tag in the contact form – then leadin would have to understand this and add the value to the contact.

Thanks a lot,
Sebastian

Thanks for getting back to me Sebastian, and for confirming. It does make sense what you’re looking to achieve. While it’s not something that we’re currently planning on implementing for Leadin, this info should already be included in the export from Leadin itself.

When you export your contacts it will include the information provided on your forms, and if there was an age field in the form there would be an age column in the export. Understandably there’s a little manual work involved to tag them but the info should be included in the export to filter on inside something like Excel.

Regardless I’ll definitely keep you posted as we have news on the ability to tag/segment contacts inside Leadin but I hope this helps in the meantime!

Thanks,
Shay

Hi Shay,

ah okay I was not aware that this is already supported in the export, cool!

Thanks a lot and sure, keep me posted ??

Thanks a lot,
Sebastian