How To Use Categories
Categories are tags which you can set to companies to help you manage and organise your visitors for a clean dashboard appearance and multiple actions.
By categorising visitors, it quickly adds context to your visitor display and allows all users to identify and understand relevant opportunities (or to dismiss non-relevant ones) clearly.
Categories can also be filtered by, so you can export a report of businesses who match that criteria for a specific period of time.
IE: Download:_
Category Type_ 'Leads'_Date Range:_ January
Further to this, Categories also create new variables for Trigger Alerts. So you can receive notification of returning visitors of a category-type.
IE: Returning: Trialists, Prospects, Customers or even Competitors.
Organisation/Appearance
By categorising visitors, it quickly adds context to your visitor display and allows all users to identify and understand relevant opportunities (or to dismiss non-relevant ones) clearly.
Filtering
Categories can also be filtered by, so you can export a report of businesses who match that criteria for a specific period of time.
IE: Download:_
Category Type_ 'Leads'_Date Range:_ January
Trigger Variables
Further to this, Categories also create new variables for Trigger Alerts. So you can receive notification of returning visitors of a category-type.
IE: Returning: Trialists, Prospects, Customers or even Competitors.
Updated on: 09/02/2022
Thank you!