Understanding Tags and Automations in SPARK MINDS
Tags in SPARK MINDS are labels that can be assigned to users, programs, or processes to organize data and trigger actions in the system. These are essential for streamlining workflows, automating processes, and ensuring efficient follow-up with leads or existing members.
For example, predefined tags like ignite-kids-bjj for kids' programs and ignite-adult-bjj for adult programs ensure a clear categorization of leads. Additionally, the system enforces a rule where each program can only have a single tag, simplifying lead assignment and automation processes.
Purpose of Tags and Automations
Tags and automations work together to simplify various administrative tasks:
Automation Activation: Tags can automatically trigger workflows, such as client enrollment, sending updates.
Organization and Tracking: Tags categorize clients or actions, such as tracking attendance for trials or monitoring program sign-ups.
Enhanced Communication: Even if specific user preferences are unknown, assigning general tags like ignite-kids-ma ensures relevant follow-ups. Tags can also activate nurture sequences for leads requiring additional engagement.
AI Bot Integration: The Introboost AI feature automates engagement with leads by interacting directly via pre-set workflows. For instance, Facebook Ads leads can be imported into the database using a Zapier webhook and subsequently handled by the AI bot.
Tag-Based Automation Triggers
Tags activate automations only when newly applied, ensuring current members are not affected retroactively. For example, creating an automation for a new program tag will trigger only for contacts tagged after its setup. This feature helps maintain control over proactive workflows without influencing historical data.
Using Tags for Appointment and Event Tracking
SPARK MINDS also allows the use of tags for efficient scheduling and event management:
Trial Classes: The booked-ignite-trial tag manages trial class appointments.
Special Programs: For programs like birthday parties or camps, the booked-ignite-phone-call tag organizes related schedules.
Attendance Reporting: Attendance can be tracked with specific Ignite tags such as ignite-[program]-attended. For no-shows, you can define additional tags using a similar format.
Custom Tags for Mixed Age Groups: Specialized tags such as ignite-junior-bjj allow proper segregation for broader age spans like 4-17. This helps set up targeted automation flows and ensures smooth scheduling using dedicated calendars.
Key Guidelines for Tag Application
Program Tags: Use predefined tags like ignite-kids-bjj for kids' programs and ignite-adult-bjj for adult programs to connect prospects to appropriate class trials or automations specific to their interest area. In cases where a lead's interest is unknown, a general program tag still ensures follow-up while adhering to the single tag per program rule.
Automation Tagging: No extra tags are required on intake forms (e.g., waivers) since opt-in forms already apply necessary tags to initiate automations.
Naming Conventions: Adopt a consistent format, such as ignite-[program]-action, to standardize your tags and make them easily identifiable.4. Single Tag Per Program: Adhere strictly to the rule of one tag per program, as the system treats different categories like kids and adults as distinct programs, ensuring streamlined processing and minimal errors.
FAQs and Troubleshooting for Tagging
3. How is the AI bot activated for Facebook Ads leads?
The AI bot is not directly triggered by program tags. Leads generated via Facebook ads need to be imported into your database using a Zapier webhook. Once imported, the AI bot can automatically engage with those leads.
1. Will creating a tag-based automation affect existing members?
No, automations will not retroactively trigger for members who already have the tag before the automation was established. They apply only to new contacts tagged after the automation is set up.
2. Should I manually add tags to all forms?
No, intake or opt-in forms automatically apply the necessary tags, such as Ignite program tags, to ensure automation workflows are triggered.
Conclusion
By leveraging tags and automations effectively, SPARK MINDS allows for seamless organization, process automation, and meaningful client engagement. Remember to use tags systematically, adhere to naming guidelines, and ensure automations align with your operational goals. For further details, refer to your internal tag management resources or documentation.
Furthermore, the Introboost AI functionality and the resources available in the Spark Ignite Onboarding Hub provide actionable insights and tools to optimize lead engagement and operational efficiency.