🏷 Common Room Tagging

What Tags Are, Why They Matter, and How to Build Them

Default Tags

Your Foundation for Filtering Signal from Noise

What Is a Tag?

A tag in Common Room is a structured label that identifies who someone is or what an organization represents in your go-to-market motion.

Think of tags as your noise filter.

They standardize:

• Who your right personas are
• Which companies fit your ICP
• Who has buying authority
• Who is already a customer

When built correctly, tags power:

• Segments & Workflows
• Prioritization
• Marketing targeting
• Customer filtering
• Reporting

Without tags, everything looks like activity.
With tags, you see strategy.

Default Tags: Your Core GTM Building Blocks

Default tags are static, criteria-based labels configured in Settings.

They are foundational and typically include:

Ideal Persona (Contact Tag)

Who uses or champions your product?

This tag identifies:

• Daily product users
• Champions
• Power users
• Key operators

Common filtering criteria:

• Job Title
• Department
• Role
• Custom CRM fields

You can expand beyond these by adding:

• Custom titles
• Specific functions
• Location filters
• Role-based attributes

📌 Best Practice
Your Ideal Persona should represent the person most likely to:

• Log into your platform daily
• Advocate internally
• Drive adoption

Economic Buyer (Contact Tag)

Who controls budget or approves decisions?

This tag identifies:

• C-Suite
• VP
• Director
• Head of Department
• President
• Partner

By default, Common Room includes broad executive criteria. You can:

• Exclude irrelevant executives (e.g., CFO, CPO)
• Add department-specific requirements
• Combine title filters with role filters

📌 Best Practice
Economic Buyer tags should reflect:

• Budget authority
• Decision-making power
• Strategic oversight

Ideal Customer Profile (Organization Tag)

Which companies are right for your business?

ICP tags operate at the organization level and typically use:

• Industry
• Company size
• Revenue
• Geography
• Tech stack
• CRM attributes

This should represent your broad, qualified company universe.

📌 Best Practice
Keep ICP broad enough to capture opportunity, but structured enough to eliminate poor-fit accounts.

Customer Tag (Organization Tag)

Who is already a customer?

This is typically driven by your CRM.

Examples:

• Salesforce Account Type = Customer
• HubSpot Lifecycle Stage = Customer

If CRM fields are not yet mapped, define those first before building this tag.

📌 Why This Matters
Customer tags allow you to:

• Exclude customers from outbound segments
• Build expansion workflows
• Track retention behavior
• Prevent prospect confusion

🧠 How Default Tags Work Together

When combined in segments, you can answer questions like:

• Show ICP companies with engaged Ideal Personas
• Surface Economic Buyers at non-customer ICP accounts
• Identify active champions inside existing customers

That’s how signal becomes actionable.