Getting Started with Tags
What Tags Should You Be Using?
Using tags is 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…
Services or Products
- Massage
- Acupuncture
- Decompression
- Nutrition
- Weight Loss
- Coaching
- Physical Therapy
- Yoga
- Orthotics
- Supplements
- Cervical Pillow
Payment Terms
- Cash
- Insurance
- Insurance Name
- Medicare
- Discount
- Special Pay
- Workers Comp
Conditions
- Wellness
- Maintenance
- Low Back Pain
- Headaches
- Neck Pain
- Shoulder Pain
- Knee Pain
- Sciatica
- Scoliosis
- Asthma
- Allergies
- Auto Accident
- Sports Injury
Types of Patients
- Inactive
- Children
- Parent
- Senior
- Mother
- Pregnancy
- Father
- Smoker
- Animal
Referral Types
- Insurance Referral
- Patient Referral
- Doctor Referral
- Walk-in
- Health Fair
- Marketing Event
- Facebook Promotion
- Groupon
Practice Locations
- Denver Location
- Boulder Location
- Palmer Lake Location
- Main St
- Park Blvd
- Union Dr
Patients Special Interests or Activities
- Exercise and Fitness
- Runner
- Biker
- Crossfit
Special Events
- Wellness Workshop
- Lunch Learning
- Dinner with the Doc
Use Case Examples
Services – You’re planning a massage special for the summer. Email your “massage” group to tell them about it!
Types of Patients – Keep track of which patients are inactive and assign them an “inactive” tag. By updating your list once a month, you’ll know who needs to be reactivated. Then send a reactivation email only to those who need it.
Conditions – You want to host a seminar called “Managing Headache Pain Naturally.” Email your “headache” group to let them know. That way you’re just inviting those who you know would benefit the most.
Practice Locations – Have multiple locations, but share one website? You can add location tags to each 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.
Naming Tags
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.
Capital Letters: 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. Use this form and let us know! Have a suggestion? Found a bug? Share your feedback in the form and we’ll take a look!