Hi! I’m struggling with the best way to automate tag changes.
here is my tag structure:
Service A Unqualified
Service A Qualified
Service A Qualified Plus
Service A Booked
Service A Converted
Service B Unqualified
Service B Qualified
Service B Qualified Plus
Service B Booked
Service B Converted
Service C Unqualified
Service C Qualified
Service C Qualified Plus
Service C Booked
Service C Converted
all new contacts are tagged with Service A Unqualified, Service B Unqualified and Service C Unqualified. I’m doing it this way bc my main entry point is send to DM from a meta ad and it has to start with a message with buttons/conversation starter and no next step
I have some auto tagging for stage changes in place, and I will manually assign tags as well.
someone may go from Service A Qualified to Service A Qualified Plus
they may go from Service A Qualified directly to me manually assigning Service A Converted without hitting the stages in between
they may have Service A Qualified Plus and through the journey end up on Service C Converted (in which can I don’t want to lose the tag stage on Service A)
I may moved someone from Service B Qualified Plus to Service B Unqualified
i want it to show the most up to date stage per service
im using tags to try to report in Sheets
flows are tied to the ad via the partner app
what’s the best way for me to set this up?
I have 10 services total