Tagging Smart data drives smart automation.
TAG TYPE
TAGS
PURPOSE
APPLICATION
Identify where leads originated to measure ROI and track performance by channel.
Auto applied during list import or form submission; + assigned through workflow triggers.
List-Buy-2025Q1, Referral, Website-Form Event-Lead
Source
HVAC-Owner, Technician, Manager, Inspector, Realtor, PropertyMgr, Restoration-Pro
Imported from list data or manually
Segment contacts by professional type to tailor content and nurture sequences.
Audience Role
Tagging tells the system what a contact does. Each tag captures specific actions or details — how someone entered the database, what role they play, or how they’ve engaged. These tags drive automations by triggering follow-ups, nurture sequences, or next-step actions. For example, when a contact opens or clicks an email, the system can tag them as Engaged and move them into a follow-up sequence. Clear, consistent tagging keeps the database organized and ensures automation happens accurately and in real time. Note: Mastermind supports basic tagging , automation, and segmentation. For more advanced lead scoring, multi-tag workflows, or CRM-level reporting, IAQ Health may later benefit from migrating to a dedicated platform such as HubSpot or ActiveCampaign,
added when identified via outreach.
New-Lead, Engaged, Converted, Inactive
Track lifecycle stage and trigger relevant automation or follow-up.
Auto applied through workflows when contacts opens or clicks, etc.
Engagement Stage
NC, SC, GA, National
Enable localized campaigns.
Assigned during list import.
Region
Prospect, Customer, Partner, Alumni
Support long-term relationship management and retention marketing.
Auto-applied through purchases,
Lifecycle Type
enrollment, or program finish.
06
Recommended: Book in a quarterly health check.
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