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What is a Tag?

A Tag is a word or phrase assigned to a contact or group of contacts to describe or compartmentalize them, allowing you to better target the marketing you send their way. In this case, selecting tag means that when the tracker is triggered, it will alter tags on the contact in some way.

Is it included in my plan?

Yes. Sonar is a free subscription available to all our SimplyCast users, so all the features of Sonar are fully unlocked for you. This does not mean, however, that the features of 360 such as email, SMS, and others are unlocked.

How do I use it?

When you open our application at app.simplycast.com and sign in, you will notice some tabs along the very top of the window. If you click "More" you can find Sonar in the menu that drops down. By opening Sonar and creating a new Sonar project, you will be transported to the editing page, where you can add rules and change settings and tracker types. Clicking the plus sign to "add additional tracking data," you can use the dropdowns to build a tracking rule with this feature in it.

How does this benefit me?

By modifying tags automatically, based on what the customer does on your site, you allow for some saved time. It also helps the salesperson to know ahead of time what to talk to the customer about. This makes building a rapport and closing a sale easier. For example, if you have a group of customers that prefer fresh produce, they can be tagged ("Loves produce," "Fresh," etc.)


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