Overview:
Consistent tag naming ensures clarity and prevents proliferation of similar but distinct tags (e.g., “Prospect” vs. “Prospects”).
Guidelines:
Use Singular Nouns: e.g., “VIP” not “VIPs.”
Prefix with Category: e.g., “Stage: Onboarding” or “Region: EMEA.”
Avoid Special Characters: Stick to letters, numbers, and hyphens.
Limit Length: Keep tags under 20 characters for readability.
Maintain a Tag Glossary: Document all tags and their meanings in your internal wiki.
Tips & Best Practices:
Review tags monthly to merge or retire outdated ones.
Train new team members on tag conventions during onboarding.
Use dynamic groups for high‑volume segmentations, reserving tags for ad‑hoc labels.
Troubleshooting / FAQs:
Too many similar tags: Export your tag list and consolidate duplicates in one cleanup session.
Team not following conventions: Share the tag glossary and enforce via periodic audits.
Cannot rename a tag: Remove the old tag from all customers, create a new tag with the correct name, then reapply.