Penny loves being organized, and she wants to make being organized easy for you! Tags are used to filter your contacts based on category, products they purchased, their tasks, their social media label, or anything else you deem important for your clientele.

This article will show you what tags Penny creates for you and your contacts and how you can create your own.

Pre-existing Tags

First, let's get to know Penny's pre-existing tags 🏷️. These are displayed on the left side in each section of your Penny account. There are Prospecting tags, Contact Tags and Product tags.

1. Prospecting Tags

You guessed it - these tags are for "Prospects" only. There are 4️⃣ prospecting tags:

  • Potential consultant - for contacts who are ready to take a leap and become part of your downline!

  • Hot Prospects - for contacts who are very likely to make a purchase in the future or want to know more about your products and business

  • There's a chance - for contacts where your reachout that expressed some interest and are willing to chat more

  • On the fence - for contacts who need to think about it or research a bit more on their own before they purchase or become a consultant

  • Not Interested - for contacts who don't respond or aren't a prospect. (This keeps them in your contacts section but doesn't delete them)

Click this link here 👈 to learn more about Prospecting tags.

🔥 Hot Tip 🔥 You can type any of the given tagging options into the search bar under the Prospecting and Customer Care section. Like this 👇

2. Contact Tags

These are the tags that are associated with how your contacts are categorized. Here is how to find them:

1 - Navigate to "Contacts" in the lefthand sidebar. This is where you will find all your contacts that exist in your Penny account.

2 - There, you'll see "Customers", "Prospects", "Recommended", "Downline/Upline", "Facebook", and several more. If you type in any of these filter tags into the search bar, you'll get a list of contacts that match them. 📌

3 - You can also click each menu option instead of searching and see what contacts fall under that filter tag. 📋

🔥 Hot Tip 🔥 Once you categorize a contact under "Maybe Later" or "Not Interested", these tags won't disappear. You'll need to remove them before you change their category.

3. Product Tags

Product tags are products that your customers have purchased in the past. This way, when you type in a product in the search menu, you will see a list of contacts who have purchased said product.

See below for examples of where you can find product tags 👇

4. Sample Tags

Sample tags are used most often when doing Reachouts. The "Sent a Sample" function can be found on a contact's profile, it's as easy as clicking on it. Then, when completing the task you can add notes on what sample you sent.

The Sample Tag is then searchable in your contacts via the heading "Given Sample".

Custom Tags

You can make your own custom filter tags to help identify your contacts better. For example, you can create a "New Mom" tag to cater to your clientele who just welcomed a new bundle of joy into the world! 🍼 👶🏽 Can you say, Reachouts right before Mother's Day, anyone?

How to create a custom tag

1 - Search and open your contact's profile card

2 - Click the "Profile" tab

3 - Select the "Tag" toggle that appears underneath

4 - Add your tag by typing in the name of an existing tag or making a new tag

5 - Click the + button to save it

🔥 Hot Tip 🔥 In the search bar, you can type in more than 1 filter tag at a time to narrow down your search. 🤓 Like this 👇

🔥 Hot Tip 🔥 Penny is case-sensitive. Remember to be consistent with your tags as you won't be able to edit their spelling or upper/lower casing after inputting them into the Penny OR you can delete the single tag and start over again.

Video Tutorial

Click the video below to watch a tutorial on how to create and use filter tags.

Filter tags are a great way to create your own custom reach out campaign. Use tags to make your next sale! Learn more by clicking the link below:

The product images shown are for illustration purposes only and may not be an exact representation of the product.

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