Use Tags Inside FBS

Key Points:

0:00 – Opening and Topic Setup
Britoni opens the Mastering Your Tech call and introduces the topic: tags inside FBS.

0:18 – Tags Are Labels
Tags are described as labels coaches can use to identify and organize contacts.

0:40 – Tagging by Industry or Type
Contacts can be tagged by categories such as HVAC, dental, bakery, or business owner type.

1:00 – Tags Help Customize Communication
Tags can help coaches adjust offers, tone, resources, and follow-up based on who the contact is.

1:30 – Tags Connect to Smart Lists
Britoni explains that tags tie closely to smart lists because tags can control how contacts are grouped.

2:00 – Finding Tags in Contacts
Inside FBS, tags appear in the Contacts area on the far right side of the contact table.

2:30 – Seeing Contact Status Quickly
Tags help identify whether someone is a new lead, cold lead, urgent follow-up, or another category.

3:00 – Built-In Actionable Tags
FBS includes built-in tags that can trigger automations.

3:20 – Add to Nurture Tag
The “add to nurture” tag automatically places a contact into the weekly nurture email sequence.

4:04 – Coaching Links and Actionable Tags
Britoni shows where actionable tags are listed in the Coaching Links page.

4:30 – Actionable Tag Descriptions
Each actionable tag explains what it does, such as starting the weekly nurture email sequence.

5:00 – Course Access Tags
Some tags grant access to resources like Business Academy, financial training, Virtual MBA, or Jumpstart courses.

5:40 – First Way to Add a Tag
One way to add a tag is by selecting the checkbox next to a contact and using the Add Tag option.

6:44 – Selecting the Tag
The coach can search for or select the tag, such as “add to nurture,” and apply it to the contact.

7:15 – Nurture Emails Go Out Weekly
Britoni explains that nurture emails do not necessarily go out instantly. The automation sends based on the scheduled weekly timing.

7:45 – Second Way to Add a Tag
Another way is to open the contact record, click the tag plus sign, choose the tag, and apply it.

8:52 – Creating Custom Tags
Coaches are not limited to built-in tags. They can create their own tags.

9:45 – Create Tags From the Add Tag Field
When adding a tag, coaches can type a new tag name, such as “dentist,” and create it directly from that field.

10:46 – Add Tags to Multiple Contacts
Tags can be applied to more than one contact at a time.

11:07 – Creating a Tag Inside a Contact Record
A new tag, such as “bakery,” can also be created inside an individual contact’s tag area.

11:28 – Dedicated Tags Area in Settings
FBS also has a dedicated Tags section inside Settings where coaches can view and manage tags.

12:10 – Do Not Delete System Tags
Britoni warns coaches not to delete built-in system tags because some are used for automations and backend identification.

12:25 – Create a Tag From Settings
Coaches can create a new tag from the Tags settings area by clicking Create Tag and naming it.

13:12 – Using Tags Beyond Labels
Tags can do more than label contacts. They can also be used to group people and take action.

13:56 – Filter Contacts by Tag
Inside Contacts, coaches can filter by tag to find everyone who has a specific tag.

14:19 – Apply the Filter
After applying the tag filter, FBS shows only contacts with that tag.

14:35 – Bulk Actions From Tagged Groups
Once contacts are grouped by tag, coaches can select them and take bulk actions.

15:01 – Send Emails to Tagged Groups
A tagged group can receive a bulk email, such as a promotion or campaign message.

15:17 – Tags for Promotions
Britoni gives the example of emailing nurture campaign contacts about a promotion ending at the end of the month.

15:17 – Tags and Automations
Tags can also trigger automations when a specific tag is added to a contact.

16:26 – Creating an Automation From a Tag
Britoni shows how to create a workflow where adding a tag starts an automation.

17:05 – Contact Tag Trigger
Inside Automations, the trigger can be set to “contact tag,” then filtered to a specific tag.

17:52 – Send a Welcome Email
After the tag trigger is set, the automation can send a welcome email or other resources.

18:50 – Simple Trigger, Larger Workflow
A tag trigger can be simple, such as sending one email, or expanded into a larger workflow.

19:12 – Support Can Help Build Automations
Britoni notes that if coaches have an idea for a tag-based automation, the team can help build it.

19:40 – Save Filtered Tags as Smart Lists
After filtering contacts by tag, coaches can save that filter as a smart list.

20:20 – Create a Nurture Campaign Smart List
Britoni shows how to save a filtered list as “my nurture campaign persons.”

20:55 – Reuse the Smart List
Once saved, coaches do not need to recreate the filter. They can return to the saved smart list anytime.

21:21 – Tags Can Be Simple or Advanced
Britoni closes by explaining that tags can be used simply for grouping or more advanced automations.

Five Key Takeaways

• Tags are labels that help coaches organize contacts inside FBS.
• Built-in actionable tags can trigger automations, such as adding someone to the nurture campaign.
• Custom tags can be created for industries, lead types, campaigns, or any grouping that helps with follow-up.
• Tags can be used to filter contacts, save smart lists, and send bulk emails.
• Advanced users can use tags as automation triggers to send emails, deliver resources, or start larger workflows.

Notable Quotes

“When you hear tag, think of label.”

“You can decide, hey, what exactly am I labeling my contacts as?”

“Maybe your offer changes based on who you’re speaking with.”

“This is going to be closely tied to one of our trainings we did on smart lists.”

“For each one of these tags, it tells you exactly what it does.”

“You do not have to use these tags alone. You can actually create your own tag.”

“You can do multiple persons and add tags to all of them.”

“Don’t delete these tags.”

“You can actually group those persons together based on a certain criteria.”

“Another even more advanced way to use a tag is that maybe you want to set up an automation.”

“A tag being the trigger.”

“You can do this as simple as you’d like… or you can go as complicated as you want.”

Action Steps from the Call

1. Go into FBS.
2. Open the Contacts area.
3. Look for the Tags column on the right side of the contact list.
4. Review the tags already attached to contacts.
5. Open the Coaching Links page.
6. Review the actionable tags available to you.
7. Find the “add to nurture” tag.
8. Copy the tag if needed.
9. Select a contact using the checkbox.
10. Click Add Tag.
11. Search for or paste the tag.
12. Apply the tag to the contact.
13. Open an individual contact record.
14. Use the tag plus sign to add a tag from inside the contact.
15. Remember that nurture emails may not send instantly.
16. Create your own custom tags when needed.
17. Use industry tags such as HVAC, dentist, or bakery if helpful.
18. Add tags to multiple contacts at once when needed.
19. Go into Settings.
20. Scroll to Tags.
21. Review existing system tags.
22. Avoid deleting built-in tags.
23. Create a new tag from the Tags settings area.
24. Return to Contacts.
25. Use Filters to search by tag.
26. Select the tag you want to filter by.
27. Apply the filter.
28. Review the contacts who share that tag.
29. Select the filtered contacts.
30. Send a bulk email to the tagged group if needed.
31. Use tagged groups for promotions or targeted messages.
32. Create a smart list from a tag filter.
33. Name the smart list clearly.
34. Reuse the smart list instead of rebuilding the filter.
35. Consider tag-based automations for repeatable follow-up.
36. Use a contact tag as an automation trigger.
37. Add an email or resource delivery step inside the automation.
38. Ask the team for help if you want a more advanced tag workflow built.

Resources & Tools Mentioned

• Mastering Your Tech
• FBS
• Contacts
• Tags
• Labels
• Smart Lists
• Coaching Links
• Actionable Tags
• Add to Nurture
• Weekly Nurture Email Sequence
• Business Academy Course
• Financial Training
• Virtual MBA
• Jumpstart Course
• Contact Filters
• Bulk Email
• Promotions
• Automations
• Contact Tag Trigger
• Welcome Email
• Free Book Automation
• Settings
• Create Tag
• HVAC Tag
• Dentist Tag
• Bakery Tag