Effectively capturing insights from field activity is key to driving more intelligent decisions. With Tags and Notes, you can structure your data for easy filtering and enrich it with valuable context—all directly within your outreach workflow.
What Are Tags and Notes?
Tags are custom fields you define—often as multiple choice options—to allow for structured, consistent data collection. They help categorize responses in a way that can be easily analyzed and filtered later.
Notes are open-text fields that let canvassers add qualitative observations, commentary, or contextual information from conversations.
Why Use Tags?
✔ Standardized Data – Tags enforce uniform terminology (e.g., "Interested," "Undecided," "Requires Follow-Up") that everyone on your team can apply consistently.
✔ Easy to Filter – Since Tags are structured fields, you can filter contacts, generate reports, or segment audiences with precision.
✔ Flexible Configuration – Tags can be configured per campaign or use case, and support multiple selections where needed.
Pro Tip: Use multiple choice tags for quick categorization in the field, minimizing time and effort while maximizing data quality.
Why Use Notes?
📝 Rich Observations – Notes allow your team to record nuanced feedback such as tone, body language, objections, or additional details that don’t fit into fixed field options.
📝 Human Context – Especially useful for follow-ups, Notes give context to past interactions, making future outreach more personal and effective.
📝 Real-Time Documentation – Capture the unique story behind every contact, whether it's a quick impression or a detailed summary of the conversation.
Best Practices
For Tags
Create tags ahead of outreach based on the data you want to report on later
Use clear, specific label names (e.g., "Volunteer Interest" instead of "Misc")
Encourage consistent usage across the team
For Notes
Encourage brief, factual writing (bullet points or short sentences work best)
Capture key takeaways, next steps, or objections
Avoid personal bias or sensitive data
How to Add Tags and Notes
In the Mobile App, go to a contact’s profile during or after interaction. Tap to update Tags from available options or add a Note in the open text box.
In the Web Dashboard, open a contact record. Tags appear as custom field selections and Notes can be added in the interaction log with a timestamp.
Use Tags and Notes for Insightful Reporting
Once data is collected:
Filter contacts with specific Tags (e.g., all marked “High Priority”)
Build segmented outreach lists
Review Notes before follow-up to personalize communication
Export contact data for deeper analysis or integration
Final Thoughts
By combining structured Tags with descriptive Notes, your team can gather both the hard data and the human context needed to make every outreach count.
Configure your fields with care, train your team for consistency, and utilise your insights to drive actionable results.