Tags can be used as Triggers to enroll a contact in a workflow. Aesthetix CRM uses tags as triggers for many backend workflows that make your Sales Pipeline, contact organization, and contact communications work properly.
Do NOT delete tags from Aesthetix CRM. You may add new tags based on your preferences.
During onboarding, Aesthetix CRM sets up the following commonly used tags as triggers for clients to easily use:
Send Review: the tag, "send review" will initiate the Google Review workflow
Win-Back: the tag, "win-back" will initiate the Win-Back workflow
Win-Back Botox: the tag, "win-back botox" will initiate the Win-Back Botox workflow
Win-Back DiamondGlow: the tag, "win-back diamondglow" will initiate the Win-Back DiamondGlow workflow
Cancellation: the tag "cancellation" will initiate the Appointment Cancelled workflow
Event-Invite: the tag "event-invite" will initiate the Event Invite & RSVP workflow
WLP-4, WLP-6, WLP-12: the tag "wlp-#" will initiate the weightloss program workflow
Consult2Close: the tag "consult2close" will initiate the Post-Consultation workflow
Please see your training video for details on your account setup of these workflows.