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 segments to your leads, 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.
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 logic conditions and calculations to qualify your leads.
How to use tagging rules to qualify leads
1. Go to the Workflow panel and select Tagging.
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 their budget. 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 question and answer you want to assign conditions to from the dropdown list.
4. We'll tag respondents as High when they've selected their budget to be above $2,000.
5. You can also add an All other cases tag as Low rule. This will tag all other respondents who don't meet the rule above as Low.
6. Click + Add rule if you want to add another tagging rule. Click Save when you're done.
How to add new tag groups and tags
1. In the Workflow panel, click Tagging.
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 logic 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 logic 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 Logic.
2. On the left, click on the question you want to add logic rules to and then click Branching.
In our example, we want to show respondents different Endings based on the tag they've been assigned. We'll click on the last question in the form to add Branching logic to.
3. Click + Add branching rule.
4. We want to show respondents who were tagged as High Ending B. We'll create a rule that says:
Go to Ending B When tag is equal to High
5. We'll add another rule that says:
All other cases go to Ending A
Click Save when you're done.
You can also use tags in logic conditions to skip questions and only show questions relevant to respondents based on their answers. Find out more about Question display logic.
Note! Tags are assigned to respondents dynamically as they answer the form. This means that the tag assigned to a respondent can change throughout the form. Keep this in mind when using tags for Branching logic.
How to take it one step further with Response 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 Response enrichment variables.
Response enrichment is only available on Growth plans. Find out more about Response enrichment features.
Here’s how to set up tagging rules with Response enrichment variables:
1. Make sure that Response enrichment is enabled on your account, and enrichment variables have been added to your form. You can do this by checking in your form settings that Response enrichment switch toggled on, as seen in the screenshot below.
You can find your enrichment variables in the Workflow panel under the Variables icon (x).
And clicking Data enrichment variables. Enrichment variables are grouped into two categories: Person and Company. Person variables contain enrichment data about the respondent, while Company variables contain enrichment data about the company they work for.
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.
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 logic conditions based on different enrichment variables.
7. In the example below, logic 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 logic 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.