HubSpot, one of the leading CRM platforms, offers a variety of tools to optimize this management. Among them, association tags stand out for their ability to improve data organization and segmentation.
In this article, we’ll explore what HubSpot association tags are, how to use them, best practices, and examples to maximize their potential.
What are HubSpot association tags?
Association tags in HubSpot are tools that allow you to categorize and organize relationships between different records in your CRM. For example, you can associate contacts with companies, deals, tickets, and other custom objects, and then tag these associations for better segmentation and analysis.
How to use association tags?
- Creating Association Tags:
- Head to your HubSpot account and navigate to the settings menu.
- Select “Properties” and then “Association Tags.”
- Create a new association tag by specifying the phone number list name and type of relationship it defines (for example, “Supplier” between a company and a contact).
- Association of Registries:
- For any record, whether it’s a contact, company, deal, or ticket, you can associate another record using the “Associate” option.
- Select the relationship type and corresponding label to clearly define the connection.
- Segmentation and Filtering:
- Use association tags in your search filters and lists to segment data more precisely.
- For example, you can create a list of all contacts tagged as “VIP Clients” associated with certain companies.
Best practices for association tags
- Establish a Clear Nomenclature:
- Use clear and descriptive tag names to avoid confusion.
- Example: Instead of “VIP”, use “VIP Corporate Client”.
- Train your Team:
- Make sure all team members understand search engine optimization mails how and when to use association tags.
- Provides regular training and updates on best practices.
- Review and Update Regularly:
- Periodically review your association tags to ensure they remain relevant and useful.
- Remove outdated tags and add new ones as needed.
- Consistency in Use:
- Apply labels consistently across all records to maintain an organized and efficient database.
Examples of using association tags
- Project management:
- If your company manages multiple projects strategies to reach top-level business executives for different clients, you can use association tags to link contacts to specific projects.
- Example: “Project Manager” associated with “Project A”.
- Supplier Tracking:
- Associate contacts with supplier companies using labels such as “Primary Supplier”, “Secondary Supplier”, etc.
- This facilitates relationship management and supplier segmentation for analysis or communication campaigns.
- B2B Relations:
- For B2B companies, use association tags to identify key contacts within client companies.
- Example: “Decider” or “Influencer” associated with a specific company, which helps personalize and better direct marketing and sales strategies.
- Customer Service:
- In support ticket management, association tags can help identify which contact type is associated with a specific issue.
- Example: “Premium Customer” associated with a support ticket, allowing for better prioritization and management of requests.
Conclusion
HubSpot’s association tags are a powerful tool for improving data organization and segmentation in your CRM. By implementing these tags effectively, you can streamline relationship management, improve data segmentation and analysis, and ultimately boost the success of your marketing and sales strategies. By following best practices and using clear examples, your company can get the most out of this essential HubSpot feature.