Getting Started with Tags
What tags should you be using?
It’s all about finding a system that works for you. But we’ve come up with ideas to help get you started.
Just remember – the great thing about tags is you can personalize them however you like to suit the needs of your practice!
Here are some ideas…
Conditions
- Sleep Apnea
- TMJ Disorder
- Gum Disease
- Tooth Decay
- Dry Mouth
- Sensitivity
Services or Products
- Whitening
- Veneers
- Invisalign
- Dentures
- Bridges
- Braces
- Cleaning
- Sedation
Types of Patients
- Parent
- Senior
- Mother
- Pregnancy
- Father
- Smoker
Referral Types
- Insurance Referral
- Patient Referral
- Doctor Referral
- Walk-in
- Health Fair
- Marketing Event
- Facebook Promotion
- Groupon
Payment Terms
- Cash
- Insurance
- Insurance Name
- Discount
- Special Pay
Practice Locations
- Denver Location
- Boulder Location
- Palmer Lake Location
- Main St
- Park Blvd
- Union Dr
Special Events
- Wellness Workshop
- Lunch Learning
- Dinner with the Doc
USE CASE EXAMPLES
Services – You're running a special on veneers. Email your "cosmetic" group – those most likely to take advantage of a special offer on a cosmetic service – letting them know about it.
Conditions – If you treat patients with TMJ disorders, create a "tmj" tag. When you host a seminar on treating TMJ, you can email that group to let them know. That way you're just inviting those who you know would benefit the most.
Payment Type – Another idea is to tag by payment method. For instance, you could have an "insurance" tag, a "cash" tag, and a "financing" tag. Then, email your "financing" patients with a targeted email promoting your new financing option for braces.
Practice Locations – Have multiple locations, but share one website? Add "location" tags to each new subscriber. Then when your Denver location is hosting a special event or promotion, you can send an email targeted only to your patients tagged with the "denver location" tag.
Special Characters and Tags: The characters allowed on tags include: the letters a-z, the numbers 0-9, the dash ( – ), and the underscore ( _ ). However, the underscore will convert to a "space" when used. All other characters will be discarded when used in your tag.
Please note: Tags ignore capital letters. All tags will be added as lowercase regardless of how they were entered. Keeps things tidy and consistent.
Share Your Ideas!
We'd love to hear some of your great tag ideas, and how you are using them. Have a suggestion? Found a bug? Share your feedback.