When it comes to managing your resources on Plezi, qualification plays a crucial role. This is where "Tags" come into play, offering remarkable customization and organization to optimize your resources.
How does it work?
Navigate to the Conversions tab (1), then go to the Contact Fields section (2). Identify the field titled "Interest."
Customize the field by adding values or specifying the interests of your contacts.
1. Add tags to your content
After adding values to the interest field, go to one of your resources to add the appropriate tag.
At this point, you can also create new tags 🤠.
2. Find tags in your contact's profile
Go to the contact profile to locate the tag.
3. Filter your resources 🧚
Filter your resources by title, phase, and, of course, by the qualification of the "Interest" resource.
To do this, access your resources (1) and locate the filter option (2).
Choose "resource qualification" for example, from the drop-down list and select the associated interest.
Then click "Filter" to view your content.
4. Segment your audience
Access the segment or filter creation, then, in the drop-down list, locate and click on "Interests." Then select the values as indicated below:
