Why are companies not receiving the right tags?

It can happen that companies are not assigned the correct tags in Leadinfo. This can have several causes. Below you’ll find the most common reasons and how to solve them.

1. The criteria in your triggers are not set correctly

When a website visitor does not meet the trigger conditions, the tag will not be assigned. Always make sure that the conditions of your trigger match the behavior you want to track.

For example:

The trigger is based on a specific page visit, but the visitor did not view that page.
The trigger depends on visit duration, but the visitor spent less time on the website than the defined threshold.

2. A company meets multiple triggers, but old tags are not removed

A common situation is that a company matches several triggers over time, which can lead to multiple tags being assigned.

For example:

Trigger 1: Assign the tag “Cold lead” when a visitor stays on the website for less than 30 seconds.
Trigger 2: Assign the tag “Warm lead” when a visitor stays between 30 and 60 seconds.
Trigger 3: Assign the tag “Hot lead” when a visitor stays longer than 60 seconds and visits, for example, the pricing page.

If a company first visits your website for only 10 seconds, it will receive the “Cold lead” tag.
If the same company later visits again and stays for 45 seconds, you’d ideally want it to receive the “Warm lead” tag and have the “Cold lead” tag removed.

However, tags are not automatically removed, this must be configured manually within each trigger.

To prevent companies from keeping multiple, outdated tags, you can configure an additional action in each trigger to remove old tags.

How to set this up:

Step 1: Go to the Trigger functionality.

Step 2: Open the trigger you want to edit.

Step 3: Navigate to Actions → Tags → Tag to remove.

Step 4: Select the tag that should be removed when this trigger runs.

By setting this up, only the most recent and relevant tags will remain active, keeping your inbox and lead overview organized.