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Using Tags in LevelUp Masters

This tutorial shows you how to create and apply Tags. You’ll learn how to organize contacts, segment audiences, and use tags to trigger automations across your account.

The Tags feature in LevelUp Masters helps you keep your CRM organized and your automations precise. Tags can be applied to contacts based on their actions, interests, or stage in the customer journey. For example, you can tag leads who download a resource, attend an event, or purchase a product. These tags can then be used to segment audiences for targeted campaigns or to trigger workflows automatically. By leveraging tags, you gain greater control over personalization and improve the efficiency of your marketing and sales processes.

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