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Voters 8

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8

Infuisonsoft: Contacts by Tag

P
 Patrick Allmond

In a lot of CRMs, like Keap, contacts are tagged based on their status.
I'd like to be able to see a number of Contacts by Tag. So, if I have 100 people tagged as "Good Lead" I want to be able to display that number 100 in a Metric.

  • 2021/05/03 -
A

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Jake Pigue

Right now, my Keap integration with Databox is almost useless. It helps us see the collective number, but it can't be broken down very well.

There are so many databoards I could make and share with my team if I could use metrics based on a Specific Tag or Number of Tags applied to my Keap Contacts.

Currently, all of those metrics and reports live inside a clunky keap dashboard that only I have access to and I have to spend a ton of time every week just to pull that, and I know Databox could automate this portion of my workweek.

I would be able to create databoards dedicated to different types of prospects and easily show my team at which phase of the sales funnel where people are in. Right now, the only metrics I really have access to are Purchases, which is great, but it's very limiting.

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Shafaq Zaidi

Hi Jake,

Thank you for your feedback on this.

Our teams will conduct API research to see if we can build this Metric. If there will be any updates about this, we'll notify users via this post.

Shafaq from Databox

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Scott Richins

Also, being able to filter based on Tag Application Date would be very useful.

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Sandra

Status changed to: Open

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Ziga Potocnik

Status changed to: Under review