01 / sales follow-up
Taxonomy / index / next action
Tag Management
Give customers, products and campaigns a useful place in the system — then find the group when the next action arrives.
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BSIMPLE / SETTINGS / TAGS
01 / name the thing
Let's jump into Tags
What are they, why are they a thing in BSimple and what practical power can they give you?
What are Tags?
Tags are the system by which the BSimple platform groups "things". There are no rules for tags: you define the names and decide which records belong together. That makes them useful as a lightweight operating language for your business, provided each tag has a clear job.
Start with a question your team needs to answer. For example: which leads need follow-up, which customers buy a particular brand, which accounts order on Tuesday, or which customers own a coffee machine that creates a cross-sell opportunity? Name the tag after that decision, not after an internal abbreviation nobody else will understand.
02 / design the index
A good tag makes the next group easier to find.
RecordUseful tagDecision it supports
CustomerInvite TuesdayWho should receive the next order invitation?
ProductNeeds reorderWhich products need attention before purchasing?
Campaign groupSeasonalWhich customers or products belong in the message?
Product ownerCoffee machineWho is a relevant audience for a grinder, filter or maintenance cross-sell?
Buying patternMonthly buyerWho may need a replenishment reminder before the next order?
03 / find the group
Why do we care about tags?
Tags give you a repeatable way to find a useful group without rebuilding a filter every time. Use them to report on a customer or product segment, organise leads for follow-up, launch a campaign to a defined audience, or decide who should be invited to order and on what day.
A good tagging system is specific enough to guide an action. Useful examples include Lead - hospitality, Customer - orders Tuesday, Brand - Acme buyer, Pattern - monthly buyer, Product owner - coffee machine, and Opportunity - cross-sell grinder. Keep the record type or intent in the name where that prevents confusion, and review tags that no longer support a live workflow.
We really have created a flexible segmenting tool for you inside BSimple. Tags can be broad enough for a weekly operating list or precise enough to support a single campaign or product follow-up.
One taxonomy, four operating uses.
LEADSKeep quote-sent, follow-up and qualification groups visible to the sales team.
REPORTBuild a view of a specific customer or product group.
CAMPAIGNTrigger targeted email or SMS for people who share a useful condition.
ORDER DAYInvite the right customers on the right day and support replenishment.
04 / turn the group into action
Classify once. Find the group. Act with context.
The tag is not the outcome. It is the handrail that takes a useful signal to the person, message or product decision that should follow.
Signal→Tag→Find→Act
02 / targeted message
Customer - orders Tuesday
Find the right audience for a Tuesday invitation instead of sending the same ordering message to every account.03 / product cross-sell
Product owner - coffee machine
Build a relevant audience for grinders, filters or maintenance products without guessing from the customer name.04 / replenishment
Pattern - monthly buyer
Use a buying-pattern segment to prompt a timely reorder or review customers who have gone quiet.A clearer next action