How to use tags to manage leads

Utilize tags in the Mobly app to easily attribute and assign your leads in your CRM

After you scan a badge in the Mobly app, you're given various tag groups so you can better classify the lead you just met. These tags will get sent to the CRM as mapped fields on the lead object. With this information in the CRM, you can classify and attribute your leads in any way that is important to your company.

For example, if I were an HR company, I might ask the following questions to my leads at my upcoming trade show.

Are you currently using any HR software? If so, which one?
How large is your HR team?
What are your biggest HR pain points?
What products are you most interested in?

You can set up tags in Mobly to align with these qualifying questions and give your reps an easy way to segment leads and streamline CRM automation right from the tradeshow floor. Your tags might look like this:

Current HR Software: Workday, UKG Pro, BambooHR, Ceridian Dayforce, Zenefits
HR Team Size: 1 - 5 people, 6-20 people, 21-100 people
Pain Points: Payroll, Compliance, Recruitment, Performance Management
Product of Interest: Employee Self-Service, Time Tracking, Performance Reviews

Working with your Mobly CSM, you can then map this tag to a field on the lead object in your CRM.

Using tags to trigger automation

On the CRM side, you can use flows to automate any marketing and segmentation processes you want based on those Mobly tag fields.

Some awesome examples we've seen our customers set up are:

When a lead is added with "Hot" as their lead score, assign the lead to a specific AE and add a task to follow up.
When a lead is added with "Payroll" as their product of interest, send the payroll product email to them customized with their name.
When a lead is added with "West" as their territory, add the lead to the west queue of leads.
When a lead is added with "Large" as their shirt size, trigger an order for a company-branded shirt in that size to be sent.
When a lead is added with "Yes" as their response to the "Send whiskey?" tag, trigger a Sendoso workflow to send a branded whiskey gift set.