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.
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.
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.
Key Guidelines for Tag Application
Program Tags: Use tags like ignite-kids-ma to connect prospects to appropriate class trials or automations specific to their interest area. If a lead's interest is unknown, assigning a general program tag ensures basic follow-up.
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.
FAQs and Troubleshooting for Tagging
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.