I am teaching the CSM team on how to do Group Sends in Gainsight and realized that when creating people lists you can filter off “tags”. A while back I added tags to the C360 views but realized it doesn’t do anything. I thought CSM’s would be able to go in and add their own tags to each account but when I click in it, nothing shows.
My use case is this: I would like the CSM’s to add tags to each account to identify groups of clients. For instance, if clients are requesting a certain feature in our software such as Shopify, we can add a tag called Shopify to the account so when the time comes when Shopify is released, they can create a list based off everyone who has the Shopify tag and send an email blast letting them know the feature is available. I know there is product requests but I figured tags may be easier for all sorts of use cases.
Maybe there is another way to do this in GS that I am not aware of but hoping someone can clarify the use of tags for me as I couldn’t find a clear answer.
Thanks!
