Tag Groups Vs Keywords VS UDFs [42:58]

Until you understand the types of data that can best be tracked via either a Tag Group, a Keyword, or a User Defined Field, it can be difficult to determine which to use in a given situation. Join us as we settle the debate by providing best practices for the application of each of these client descriptor tools.

Topics Covered:

Tag Groups
Keywords
UDFs

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

• 01:50 - What is a Tag Group?
• 06:05 - What is a Keyword?
• 13:47 - What is a UDF (User Defined Field)?
• 16:54 - How to: Add an individual contact to a Tag Group
• 18:08 - Advanced Search 
• 18:45 - How to: Add multiple contacts to a Tag Group
• 19:48 - Recently Viewed
• 21:54 - Accessing Tag Groups
• 23:17 - How to: Add a Keyword to an Individual Contact
• 25:45 - Manage Database List: Adding New Keywords
• 29:32 - Manage Database List: Adding a New UDF (User Defined Field)
• 35:38 - How to: Add a UDF to an Individual Contact
• 36:42 - Contact User Defined Fields Report
• 40:00 - Know Your Client: Personal Interests