Segmentation Tags

In the world of financial planning, effective client segmentation is crucial. Segmentation Tags enable advisers to categorize and organize their clients based on their own defined criteria. This article provides an overview of what Segmentation Tags are and how they function within the ClientManager CRM platform.

What are Segmentation Tags?

Segmentation Tags are user-created labels or markers used to categorize individual clients. These tags provide a flexible categorization system that allows advisers to group clients based on criteria relevant to their financial practice. For instance, a financial adviser can tag clients who share an interest in fishing with the 'fishing' tag or categorize clients with whole life insurance under the 'whole life' tag. This flexibility supports more personalized client management.

Key Features of Segmentation Tags

Multiple Tags Per Client

Clients can be assigned multiple tags, allowing for comprehensive categorization that reflects their various attributes and relationships with the adviser.

Tag Length and Limit

Tags should ideally be short and descriptive, with a maximum limit of 50 characters. This ensures efficient and clear categorization.

Renaming and deleting tags

Managing Segmentation Tags is a straightforward process. Here's a step-by-step guide on how to rename or delete tags:

1. Access Settings: Start by accessing the your settings in the top right corner.

2. Navigate to Practice Settings: Within the settings menu, look for 'Practice Settings' in left navigation bar.

3. Select Segmentation Tags: Once in the Practice Settings section, locate 'Segmentation Tags.' This is where you can view and manage your existing tags.

4. Locate the Tag: In the Segmentation Tags section, you'll see a list of the tags you've created. Find the tag you want to modify or delete in the list.

5. Click on the Tag: To make changes to the tag, click on the tag's name in the list. This action will open a menu with options for managing your tag.

6. Choose Rename or Delete: In the menu that appears, you'll have two options: 'Rename' and 'Delete.'

   • To rename the tag, select the 'Rename' option. You can then enter a new name for the tag.

   • To delete the tag, select the 'Delete' option. Be aware that when you delete a tag from the settings page, it is automatically removed from all user profiles where it had been assigned to clients.

Benefits of Segmentation Tags

Segmentation Tags offer several advantages:

• Personalization: Advisers can tailor their services and communications to meet each client's unique needs and preferences.

• Efficiency: Easily filter and sort clients based on specific criteria for targeted communications or services.

• Organization: Maintain an organized client database, simplifying access to relevant information.