coreILLA - Workflow Builder: Contact Tag Triggers for Firearms CRM Automation
Tags are a crucial element in managing your firearms-related contacts. They allow you to categorize and organize customer data, such as gun owners, potential buyers, FFL holders, or specific enthusiasts based on their firearm preferences. Contact tags in coreILLA can trigger workflows for sending marketing emails, compliance reminders (like background checks or renewals), and updates about specific firearm releases or promotions.
Covered in This Article:
What does the Contact Tag Workflow trigger do?
What can cause a tag to get added or removed?
What does the Contact Tag Workflow trigger do?
In the firearms industry, tags can be applied to contacts to fire off automated workflows. For example, tagging a customer with "Glock Enthusiast" could trigger a workflow sending them the latest offers on Glock products. Tags also help ensure regulatory compliance by organizing contacts for background check reminders or age restrictions.
You can configure filters in coreILLA to trigger automation based on tag additions or removals. For example, you can filter customers tagged as "Ammo Buyers" to automatically receive a notification when new ammunition stock arrives.
Click on Add Trigger
Click on Contact Tag
Click on Add filters
Click on Select
You can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed. It will fire off for both instances if you do not specify that.
What can cause a tag to get added or removed?
In firearms sales, manually adding tags can help keep your list clean and organized. For example, after a purchase, you could manually tag a customer as "Purchased 1911," allowing targeted marketing for related accessories. Tags can also be removed when no longer relevant, such as after a purchase cycle ends.
Added/Removed via Workflow
Automated workflows in coreILLA can add or remove tags. If a customer subscribes to your newsletter and later completes a purchase, a workflow could remove the "Lead" tag and add a "Customer" tag. This tagging can help automate further communication, like sending a thank-you email or compliance documentation.
Added via Third-Party Tools (e.g., Zapier)
Many integration tools like Zapier can help add tags to coreILLA based on external triggers. For instance, a form submission on a firearms-related website could automatically tag a contact with the type of firearm they're interested in. However, note that Zapier and similar tools typically only add tags and cannot remove them.
Added via CSV Import
When bulk-importing firearm customer lists, coreILLA allows you to add tags directly in the CSV file. Each contact row can have tags indicating gun preferences, certifications (like NRA membership), or geographic regions for better-targeted messaging. This method is useful for importing contacts from gun shows or in-store registrations.
Covered in This Article:
What does the Contact Tag Workflow trigger do?
What can cause a tag to get added or removed?
What does the Contact Tag Workflow trigger do?
In the firearms industry, tags can be applied to contacts to fire off automated workflows. For example, tagging a customer with "Glock Enthusiast" could trigger a workflow sending them the latest offers on Glock products. Tags also help ensure regulatory compliance by organizing contacts for background check reminders or age restrictions.
You can configure filters in coreILLA to trigger automation based on tag additions or removals. For example, you can filter customers tagged as "Ammo Buyers" to automatically receive a notification when new ammunition stock arrives.
Click on Add Trigger
Click on Contact Tag
Click on Add filters
Click on Select
You can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed. It will fire off for both instances if you do not specify that.
What can cause a tag to get added or removed?
In firearms sales, manually adding tags can help keep your list clean and organized. For example, after a purchase, you could manually tag a customer as "Purchased 1911," allowing targeted marketing for related accessories. Tags can also be removed when no longer relevant, such as after a purchase cycle ends.
Added/Removed via Workflow
Automated workflows in coreILLA can add or remove tags. If a customer subscribes to your newsletter and later completes a purchase, a workflow could remove the "Lead" tag and add a "Customer" tag. This tagging can help automate further communication, like sending a thank-you email or compliance documentation.
Added via Third-Party Tools (e.g., Zapier)
Many integration tools like Zapier can help add tags to coreILLA based on external triggers. For instance, a form submission on a firearms-related website could automatically tag a contact with the type of firearm they're interested in. However, note that Zapier and similar tools typically only add tags and cannot remove them.
Added via CSV Import
When bulk-importing firearm customer lists, coreILLA allows you to add tags directly in the CSV file. Each contact row can have tags indicating gun preferences, certifications (like NRA membership), or geographic regions for better-targeted messaging. This method is useful for importing contacts from gun shows or in-store registrations.
Updated on: 10/22/2024
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