Use tagging rules to qualify and segment leads

You can segment your leads by assigning tags based on their answers. You can also combine tags and logic to customize their journey before and after form submission. Read on to find out how.

Typeform offers a set of powerful tools that makes segmenting your leads a piece of cake. You can use tagging rules to assign your leads into segments, and take it one step further with third-party data from enrichment variables.

If you’re new to lead qualification, getting started with our AI solution could also be a great option for you. Find out how to get support from our AI tool to score and qualify leads here.

What are tagging rules?

Tagging rules let you tag your respondents and enable other complex calculations based on their answers to your questions in a form. You can create groups of tags with customized tags to segment respondents, trigger personalized messages, and analyze results.

By default, you'll find the Lead quality tag group with the following tags already set up in your forms: 

• High
• Low

Read on to find out how to use tagging rules with logical conditions and calculations to qualify your leads.

How to use tagging rules to qualify leads

Let’s get started with adding tagging rules:

1. Go to the Workflow panel and select Tagging rules.

2. Now you'll see the default Lead quality tag group, and the options to add tagging rules to answers with the High and Low tags.

3. In this simple example, you can segment your respondents based on where they work. First, you can add a condition to qualify respondents based on their answer to a Multiple Choice question in your form. You can search for or select the answer you want to assign conditions to from the dropdown list.

4. To qualify remote workers as high quality leads, select the Remote option.

5. You can also add tagging rules in the same way to medium and low quality leads. For example, you can tag respondents who answered On-site as Medium, and those who answered Hybrid as Low (All other cases).

6. Click Save when you're done with setting up your tagging rules.

How to add new tag groups and tags

1. In the Workflow panel, click Tagging rules.

2. Click Add new tag group to do just that.

3. Click the three dots next to the name of a tag group to Rename, Duplicate, or Delete it.

4. Type something in the Tag as field to create a new tag. In this example, our business is operating in Colorado, so we'll tag all respondents not in Colorado as Not qualified.

5. Create new tags with rules and conditions to segment your respondents further. To use multiple conditions, click + Add condition and select the logical operator you want to use from the dropdown list. In this example, we're tagging respondents who are not in Colorado, and have a budget higher than $3,000 as New business opportunity. 

6. Click Save when you're done with setting up your new tag group and tags.

How to add Branching logic based on tags

Now that you've created some tagging rules, you can start using them with logical rules in Branching to qualify your leads. This will let you segment your leads based on tags and send them down different paths based on their answers to your form.

1. Go to the Workflow panel and click Branching.

2. Scroll to the question you want to add logical conditions to and select tag next to the If dropdown list. Now you'll see all the tags you've added grouped under the names of the tag groups you've created.

3. Next, you can select the Lead quality tags and assign them to different Endings. Click Save when you’re done with setting up your logic rules.

You can also use tags in logical conditions to skip questions and only show questions relevant to respondents based on their answers. Find out more about Branching logic here.

How to take it one step further with data enrichment

Now you know how to segment your leads and qualify them using tags. You can take this one step further by assigning respondents to tags based on Typeform’s data enrichment variables.

Data enrichment is only available on Growth plans. You can find out more about what data enrichment is here.

Here’s how to set up tagging rules with data enrichment variables:

1. Make sure that data enrichment is enabled on your account, and enrichment variables have been added to your form. You can do this by checking that the first email question in your form has the Data enrichment switch toggled on, as seen in the screenshot below.

You can find your enrichment variables in the Workflow panel under the Variables icon.

You can see what Enrichment variables will look like below.

2. To start tagging your respondents based on enrichment variables, go to the Workflow panel, and select Tagging rules.

3. First, you'll see the name of the tag you'll be assigning respondents to next to Tag as. You can click the x on the tag to remove it and type the tag name you prefer to give it a new name.

4. Now you can start adding tagging rules to enrichment variables by clicking the When dropdown and selecting an enrichment variable. For example, you can select the company_country variable from the dropdown list to choose the country you want to tag.

5. Next, select the is or is not option from the dropdown list, and add the name of the country you want to tag.

6. You can also click + Add conditions to set up multiple logical conditions based on different enrichment variables.

7. In the example below, logical conditions have been set up for respondents in the United States, who are also working for companies that have more than 500 employees.

8. Click + Add rule to assign respondents to a different tag.

9. Now you can follow the process described above to set up logical conditions based on enrichment variables for low quality…

…and medium quality leads. Click Save when you're done with setting up your tagging rules.

You can also add branching rules based on the tags you've created with enrichment variables to take people down personalized question paths, or show them different endings.

That’s it! You’ve acquired the superpowers to qualify your leads by tagging them based on their responses and enrichment variables.

How to view tags in your responses results

Once your results start to roll in, you’ll be able to see which tag each respondent has been assigned to in the Responses tab of the Results panel.

Each tag group you've created will have its own column with the name of the tag group displayed in the column header.

When viewing your individual responses, you'll find your tags under Response Variables showing the name of the tag group and the tag assigned to the individual response.

You can use the tagging rules you've set up to trigger follow-up messages based on tags. Find out more about messages here.

Assign to segment feature deprecation

The Assign to segment feature allows you to use logic rules to assign respondents to a specific segment based on their answers to your questions. This feature is accessed under Branching.

However, Assign to segment will soon be deprecated as you can now use the new Tagging feature to create tagging rules to qualify your leads. Below is a breakdown of what will happen to your forms.

• If your forms are currently NOT using the Assign to segment feature - You won't be able to use the Assign to segment feature. You can use the new Tagging feature that is explained in the article above. 
• If your forms ARE currently using the Assign to segment feature - You'll see a warning under your Assign to segment rule, noting that you can edit the rule but you won't be able to create a new Assign to segment rule. You can create new rules under the Tagging feature that is explained in the article above.