Course curriculum

    1. Tags vs. Custom Fields

    2. Tag Application Report - The Date the tag is applied

    1. Internal Form Automation

    2. Custom Fields Overview

    3. Tags Overview

    1. Internal Form Automation

    2. Internal Form Settings

    3. Custom Fields Overview

    4. Tags Overview

    1. Survey

About this course

  • Free
  • 10 lessons
  • 0.5 hours of video content

Why It Matters

Understanding how to organize your contacts with the right structure saves you time, improves your automation accuracy, and gives you clearer insights into every relationship inside your app.

Learn how to build an organized, automated system that scales with you.

What You’ll Learn

  • How to create and customize fields for the data that matters most

  • The difference between tags and custom fields (and when to use each)

  • Best practices for naming and organizing tags