2 questions about tags

How do you change a customer’s tag status? For example they started out as a prospect but they are now a customer.

How do you add or alter a new tag to a tag group?

You can set up a sequence inside the campaign builder to add/remove the tags you need.

So, if you have a Customer tag that you apply, and you want that to remove the Prospect tag, just set up a Tag Goal sequence that starts with the Customer tag, then in the sequence that follows, use the ‘add/remove tag’ action to remove the Prospect tag.


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Thank you Jeff!