This is a topic in Tips & Tricks

Tracking where you meet people using tags

 
Avatar Eric Davis 2 posts

I run a one person software company and one thing I have been trying to do is to track what marketing is bringing me the best customers. I don’t need anything complex so I figured I would try to use “tags” in Highrise to tag where my customer came from. Boy, does this work great!

I decided to prefix all these tags with “found” so I can easily filter them:

  • found-blog-comment
  • found-conference
  • found-forum
  • found-mixer
  • found-my-blog
  • found-referral

Now I can just click on the tag name and see how many customers came from that specific source. Instant report.

Eric
Little Stream Software

 
Avatar Melvin Ram 322 posts

Great tip! I use “via” as my prefix. You might find this article I wrote interesting because it has a few other prefixes I use: http://forum.37signals.com/highrise/forums/10/topics/2649

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