Celebration Time: Tracking What’s Important to Your Clients [19:56]


Did you know there are 29 holidays between November 1st and January 15th? Now is the time to add those holidays to your segmentation and implement a strategy to recognize an observed occasion.

To research the holidays your client might recognize—you need a holistic view of your client and their lives. Watch this session to learn all the different ways to segment your clients by their personal tastes, by focusing on what's important to them, and to find ways to personalize that touch to help with gifting.

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Click the link below for more information on each of the features covered in the video: 

01:20 - Keywords

01:27 - Manage Database Lists - Keywords

02:30 - Advanced Search

05:27 - Contact Overview - Keywords

06:49 - Tag Groups

09:14 - Contact Overview - Tag Groups

11:29 - User Defined Fields (UDFs) 

12:02 - User Defined Fields by Contact Report

16:36 - Seminars

17:22 - Manage Seminar Attendees

Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here


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