People by tag

Report of people by tags (TAG)

People by Tag

The report of People by Tag allows segmenting leads, customers and contacts based on the tags applied during the journey, making behavioral analysis and the prioritization of engagement strategies easier.

Main features and benefits:

• Advanced segmentation: enables grouping people by status such as AI: Workspace Created, In Onboarding, Referral, among others, creating strategic follow-up clusters.

• Customer journey management: each tag reflects a stage of the lifecycle (e.g.: onboarding, referral, lead qualification), allowing monitoring where the largest volumes of customers and opportunities are.

• Prioritization of efforts: by understanding which groups have greater representativeness, teams can allocate service, sales and customer success resources more intelligently.

• Insights for growth: tags like “Referral” create room to measure the impact of referral programs, while “Onboarding” highlights bottlenecks or advances in implementation.

• Campaign personalization: by crossing tags with consumption and support data, it is possible to create ultra-targeted campaigns aligned with each group's context.

This report is key to applying the 8Cs of Conversational Marketing in practice, ensuring convenience, consistency and trust in every interaction.