What are tags in Salesforce Account Engagement?

Tags on boxes in a cluttered room

It wasn’t until a year after implementing Account Engagement that I started using tags.

In hindsight, I wished I started immediately.

Imagine moving into a new home. And instead of having a clear plan how to transport and organize your belongings, you quickly pack stuff in unlabeled boxes and spontaneously unload the boxes in different rooms of the house. You’d miss out on an opportunity to start fresh from a clean slate, and over time your new house would turn into an unorganized mess.

That’s almost what happened with my Account Engagement instance. Luckily, we caught it early and we’re starting to use tags.

It’s never too late to start using tags in Account Engagement.

Tags in Account Engagement are a way to label items like forms, prospects, files, emails, and more so that you can be more organized and find things faster.

Once you apply tags to items, you can click that tag and view all items associated with it.

Example use cases of Account Engagement tags

  • Apply a tag called “Widget A5” to all kinds of assets related to your Widget A5 product
  • Use a tag for “Summer 2023 Promo” to see the forms, landing pages, and emails related to your summer campaign
  • Create tags for your buyer personas (e.g. Technical Buyer, Economic Buyer, End-User) and then segment by tag
  • Flag prospect records as “Potential Spam” and have a dynamic list that auto-updates based on records with that tag

When to use a list instead of a tag?

Keep in mind that you can use lists (static and dynamic) as well. In fact, often times it’s better practice to use a list instead of a tag.

If the purpose of a tag is to create a “list” of prospects, then you don’t probably don’t need the tag, because you can just build rules into the list itself (or an automation rule) and skip the additional step of tagging.

Lists also show you the % of prospects that are mailable. Tags don’t.

When to use folders instead of tags?

If you’ve ever used a CMS like WordPress, you might be familiar with the concept of categories vs tags. In WordPress, a post can only be in one category, but it can be associated with multiple tags.

In Account Engagement, an item like an email or list can be organized into just one folder, but you can apply multiple tags.

One approach could be to place all assets of the same type into one folder. Example: put all forms into a folder called /Forms/ and then apply tags like “EMEA Campaign 2023” and “Widget 21”.

General rule of thumb for when to use tags in Account Engagement

When organizing different types of related items, like prospects, emails, landing pages, etc, you can use tags to view them on one screen.

Tags are a useful way to organize in Account Engagement, and if you’re not already using them, I’d recommend you consider the benefits and try it out.

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