How Can I Effectively Use Tags and Automations in SPARK MINDS?
Tags and automations are essential tools in SPARK MINDS that streamline workflows, manage processes efficiently, and enhance organization. This article provides a comprehensive overview of how tags and associated automations function, highlighting their practical applications and best practices.
What are Tags and Automations?
Tags: Tags in SPARK MINDS are labels that can be added to clients or processes to identify specific attributes or track progress. These can be used to mark actions, such as completing a signup form or showing interest in a program. Examples include booking appointments or scheduling trials.
Automations: Automations are workflows triggered when specific actions occur—such as when a tag is added to a profile. These are useful for tasks like enrolling clients in classes, sending confirmation emails, managing memberships, or sending reminders.
Common Uses for Tags in SPARK MINDS
Appointment and Event Tags
Tags play an important role in organizing and managing bookings and special events:
'booked-ignite-trial': Used for tracking trial class bookings.
'booked-ignite-phone-call': Assigned to bookings for specific events such as birthday parties, afterschool programs, or summer camps.
Intake Forms and Automated Tagging
For prospects signing up via opt-in forms, tags are automatically applied. For instance, the Ignite Program tag is added by default, initiating relevant automations. You do not need to add additional tags manually to intake forms.
Automations Triggered by Tags
Automations in SPARK MINDS are designed to trigger based on tag assignments. Some key considerations include:
Timing: Automations only apply to new tag assignments. Tags added to profiles before the automation’s setup will not retroactively trigger workflows.
Examples: Enrolling someone in a class automatically or sending post-signup emails.
Best Practices for Using Tags and Automations
Strategically Assign Tags: Use intuitive and descriptive tag names to streamline processes.
Understand Automation Limitations: Be aware that automations tied to tags will only apply moving forward and not retroactively.
Leverage Preconfigured Tags: Use default tags, like those for trial classes or special events, to reduce manual effort.
Keep Automation Goals in Mind: Ensure each automation tied to a tag serves a clear purpose, such as improving efficiency or reducing manual interventions.
Troubleshooting and FAQs
Will automations trigger for contacts with preexisting tags? No, automations only trigger for contacts tagged after the automation setup.
Do I need tags on intake forms? No, relevant tags like Ignite Program tags are automatically applied when prospects use the opt-in forms.
By understanding how to use tags and automations effectively, you can save time, optimize processes, and manage your operations more efficiently within SPARK MINDS.