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Tags are how the system knows which workflow to enroll a contact in. They’re used during lead imports and in your CRM to control automations.

Niche Tags

Add the appropriate tag when importing leads or setting up a lead order. Fresh and aged leads use different tags.
NicheFresh LeadsAged Leads
Final Expensefexfex aged
Veteran Final Expensevetvet aged
Mortgage Protectionmortgagemortgage aged
Trucker Life Insurancetruckertrucker aged
Ethos Abandoned Cartsethos abandonedethos abandoned
IULiuliul aged
Your onboarding doc has the exact tag for your niche.

Control Tags

TagWhat It Does
ai offTurns the AI off for that contact. Remove to re-enable.