Mapping Tags to Your CRM/MAP

How to map Mobly Tags into your CRM

Overview

Properly mapping tags to your CRM or Marketing Automation Platform (MAP) helps you classify and segment leads efficiently. By assigning tags at events, you can streamline lead management, automate workflows, and ensure seamless data integration between Mobly and your CRM.


Using an Open-Text Field

To avoid integration errors, map your tags to an open-text field in your CRM/MAP. This ensures flexibility in updating tag options without causing mismatches or disruptions in data flow.


Best Practices

  1. Define a Tagging Strategy: Establish a consistent tagging structure to enhance lead segmentation and reporting.
  2. Automate Workflows: Set up CRM flows that leverage Mobly tags for lead nurturing, follow-ups, and campaign triggers.
  3. Regularly Review Tags: Periodically evaluate and refine your tagging strategy to align with evolving business needs.

By following these guidelines, you can maximize the efficiency of your lead management process and enhance marketing automation directly from the tradeshow floor.

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