Buyer Tags

Tag Name

Action

Notes

active buyer

Informational

buyer

Informational

buyer consultation scheduled

Used in Buyer Consultation to tag when the consultation is confirmed

buyer lead long-term

Identifies a Buyer who has been added to the Long-term Lead bucket and is currently in one of the long-term workflow

buyer lead new

Identifies a Buyer who has been added to the New Lead bucket and is currently in one of the new lead workflows

buyer lead short-term

Identifies a Buyer who has been added to the Short-term Lead bucket and is currently in one of the short-term workflow

buyer questionnaire submitted

Identifies contacts that have submitted the buyer questionnaire

launch buyer active

Triggers Buyer (03.1) Active

Action is performed in Workflow - Buyer Leads Tags Run (workflow not documented separately)

launch buyer hot

Triggers Buyer (01.3) Hot

Action is performed in Workflow - Buyer Leads Tags Run (workflow not documented separately)

launch buyer long-term

Triggers Buyer (01.5) Long-Term

Action is performed in Workflow - Buyer Leads Tags Run (workflow not documented separately)

launch buyer short-term

Triggers Buyer (01.4) Short-Term

Action is performed in Workflow - Buyer Leads Tags Run (workflow not documented separately)

send buyer questionnaire

Triggers Buyer (01.1) Buyer Questionnaire

Sends the initial buyer questionnaire email to the tagged contact