Classification and Tagging

Classification and Tagging

Purpose

Assign one (classification) or more (tagging) values to any record that matches the filtering criteria.

Field Description for Classification

• Set – Field to hold classification value
• To – Classification value (will replace existing value)

Field Description for Tagging

• Tag – Field to hold tagging value
• To – Tag value (will append to existing value)

Tips

• When writing a single value (classification), the new value will replace the existing value.
• When writing multiple values (tagging), the new tags will be added to existing tags.
•  You can do multiple classification and tagging actions in one task.

Examples

1. Classify and route leads by company size.
   • Filter for lead records with Company Revenue < $100M and Country = US or Canada
   • Set attribute Account Type = “Inside Sales” and Territory = “North America”
2. Tag customer for upsell campaigns.
   • Filter for customers that have purchased product A
   • Tag attribute Upsell Products = “Product B, Accessory A1, Accessory A2”.

Support Contacts

If you have any additional questions, please feel free to contact us at support@openprisetech.com.