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How can I manage program tags and automations in Spark Ignite for onboarding leads?

Nelson Gomez avatar
Written by Nelson Gomez
Updated over 2 weeks ago

How Can I Manage Program Tags and Automations in Spark Ignite for Onboarding Leads?

Spark Ignite offers a versatile tagging system and robust automation features to streamline the onboarding process. Proper management of tags ensures that leads are categorized effectively for both kids' and adults' programs, custom age groups, as well as integrations like Facebook ads. This guide will help you navigate tagging mechanisms, automate lead engagement, and set up custom tags.

Overview of Tagging Mechanisms

Tags in Spark Ignite facilitate the categorization of leads and automate interactions tailored to program-specific requirements. For instance:

  • Kids' Programs: Use the tag ignite-kids-bjj to tag leads for kids-specific programs.

  • Adults' Programs: Use the tag ignite-adult-bj for leads associated with adult programs.

These tags ensure that the right automations are triggered based on the program the lead is interested in.

Setting Up Tags for Age-Specific Programs

For programs targeting specific age groups, such as ages 4-17, you can create a custom tag. For example:

  • A custom tag like ignite-junior-bjj can be used for handling prospects in the 4-17 age range.

  • Leads tagged with this custom tag will receive automations specific to their group.

  • Automations should link to a group’s dedicated calendar setup to allow prospects to book age-appropriate trial classes without triggering duplicate processes.

Note: The AI bot within Spark Ignite works with one tag per program and cannot accommodate all age ranges (e.g., 4-17) under a single tag. Each program should be treated as a separate entity.

Leveraging Automations with Tags

In Spark Ignite, tags play a fundamental role in automating engagement workflows. Each tag corresponds to a specific program and triggers automations relevant to that program. For instance:

  • Leads assigned ignite-kids-bjj will receive onboarding workflows specific to kids' training programs.

  • Automation can be customized further to fit unique preferences when using custom tags.

Ensure that you’ve linked your automations to the correct tags and calendars to manage scheduling efficiently.

AI Interactions and Facebook Ad Leads

Spark Ignite supports lead integration from Facebook ads via a Zapier webhook. Here’s how it works:

  • The Zapier webhook captures details of leads from Facebook ads.

  • These leads are integrated into your Spark Ignite database.

  • Once inside, they are assigned relevant program tags, which allow the AI bot to interact with them and continue the onboarding journey.

No additional or special tags are required to activate the AI bot for Facebook ads leads beyond their existing program tag.

Best Practices for Tagging and Automations

  • Match Tags to Programs: Always align the tag to the specific program to avoid confusion and ensure seamless automation.

  • Set Up Custom Tags Thoughtfully: For unique groups or demographics, create informative and purposeful tags.

  • Streamline Calendars: Use dedicated calendars for different tags to avoid overlapping schedules or automation issues.

  • Integrate Leads Smartly: Utilize Zapier or other webhooks to integrate leads from external sources efficiently.

By following these practices, you can effectively streamline your onboarding process and deliver tailored experiences to your leads.


Related Topics

  • Setting Up Zapier Webhooks for Lead Integration

  • Understanding Spark Ignite Automations

  • Automating Engagements for Different Age Groups

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