Last updated Aug 28th, 2024
Contact tags allow you to filter for community Contacts with certain attributes, and can be used to filter Contacts on the Contacts, Activity, and Organizations pages.
Common Room allows you to automatically tag Contacts to make it easier to surface Contacts well-matched to your programs. You can also create and apply your own custom tags to track community Contacts (for example, swag recipients or beta testers).
To view the complete list of the custom tags used within your Common Room, view the table below or go to your App settings.
Tag | Description | Customizable |
---|---|---|
Contributor | Contributors engage with other Contacts of the community. | ✅ Yes |
Influencer | Community Contacts with broad reach in at least one connected signals. | ✅ Yes |
Economic buyer | Contacts who likely hold purchase decision power within their Organization. | ✅ Yes |
Community qualified | Defined and customizable by your team. | ✅ Yes |
Ideal persona | Defined and customizable by your team. | ✅ Yes |
Product qualified | Defined and customizable by your team. | ✅ Yes |
Contact of interest | A community Contact with a known role or Organization. (A“known role” means we have a value for their role, versus their role field is empty). | ❌ No |
Pioneer | The first person from an Organization to engage in your community. | ❌ No |
Ideal Persona and Product Qualified will require your team to perform initial set up, they are 100% configured and defined by your Organization. If they haven't been set up yet, no "Edit" button will be visible. Your team will need to choose the "Set up" option first, and then once configured the "Edit" option will become available.
Contributor engagement is calculated by their activity in these signals:
Influencer engagement is similarly calculated by Contacts with broad reach in at least one of these signals:
The Contributor, Influencer, Community Qualified, Ideal Persona, and Product Qualified default tag criteria can be customized to a criteria that best fits your community. Any tag which is not suitable to your community can also be turned off. To customize or disable a default tag:
Customizing default tags is not required. If you do not customize tags, Common Room will automatically update the tag criteria as you add signals to your community.
Contact tags can be created in a variety of ways. To create a Contact tag from the Contacts page:
To create a Contacts tag from a Contact profile:
To create a Contact tag from the App settings page:
To apply a Contact tag from the Contacts page:
To apply a Contact tag from a Contact's profile:
You can remove a Contact tag from within a Contact profile by clicking the x on the tag.
There is no way to manually add a Default Contact Tag to a Contact in your community, these will be automatically assigned based on the criteria associated with the tag. Only custom tags created by users in your organization can be manually added to Contacts.