Servgrow’s Tag Manager revolutionizes the way you organize and manage your business. By allowing you to create custom tags for customers, jobs, estimates and employees, it helps streamline operations and improve efficiency. With tags, you can easily filter and access crucial information, ensuring no detail is missed. This leads to better customer service, optimized team collaboration, and targeted marketing campaigns. Whether you need to categorize customers by residential/commercial, service history, location, prioritize jobs by urgency, or segment your customer base for targeted marketing campaigns, Servgrow's Tags Manager provides the flexibility and precision you need and helps boost engagement and sales.
Case Study: DYW Carpet Cleaning utilized Servgrow's Tag Manager, they tagged customers by location and service type. They then utilized Servgrow custom SMS campaign to a launch a text campaign offering a special promo to customers in a specific area. This targeted approach led to a 25% increase in sales in that region within a month. The precise segmentation allowed them to connect with their customers more effectively, resulting in higher engagement and repeat business.
Step by Step Guide to Set Up Your Tags Manager
The tag manager is located in your company profile. We have 4 segments that you can create tags for and assign them accordingly. These segments are:
Customers
Jobs
Estimates
Employess
Let's add some create and manage some tags!
Navigate to settings and then company profile
Click on 'Tags Manager'
Now click on the segment for which you would like to manage the tags. If you haven't added any tags, you won't see any in there.
To add a new tag, click 'Add Tag' and title the tag accordingly.
To Delete a tag, click the 'Trash Icon'
To Edit a tag, click the 'edit' icon and then change the tag to what you would like.
Now, get to creating tags in Servgrow's Tag Manager!