Add Tags & Labels: Your Marketing Station can contain a lot of data, so it’s important to use tags and labels to keep things organized.
Labels are not customizable and are used to filter your leads by status (customer, lead, unqualified, vendor, job applicant, etc.).
Tags are fully customizable, and we suggest using them to mark things like your ideal customers, where a contact originated, industry, product interest, or other things you’d like to filter by quickly.
Assign Qualified Leads to Sales Reps: When a lead shows high intent and meets your qualification criteria, assign them to your sales team for follow-up. The sales rep will receive notifications whenever the lead returns to your website or engages with your content online, ensuring they don’t miss an opportunity.
Add Engaged But Non-Sales-Ready Contacts To Nurture Campaigns: Sometimes a lead will be qualified, but isn’t quite ready to move to the sales team. These contacts should be sent to nurture campaigns aligned with their content and activity interests. These nurture campaigns can all be set up within Marketing Station under the “Emails” tool.
Review Surge Reports Weekly To Identify Accounts “Heating Up”: The Activities Surge Report identifies accounts showing a spike in interest by comparing current engagement against historical behaviour. You should review this report weekly to make sure you’re not missing out on any potential opportunities.