WNYpress

CRM Tagging and Segmentation Setup

Starting at $200.00

Create a manageable tagging or segmentation structure for customer contacts.

Description

Create a manageable tagging or segmentation structure for customer contacts.

Why a business may want this service: A growing business often depends on several systems working together: forms, CRM records, booking tools, payments, notifications, APIs, and internal workflows. When those systems are disconnected or misconfigured, staff spend more time copying information, correcting mistakes, and chasing routine tasks.

How it helps: This service connects or improves the relevant workflow so information moves more reliably and the business can spend less time on repetitive administration. The emphasis is on a practical, testable implementation that fits the customer’s existing process.

The starting service includes the following implementation, configuration, review, and testing work as applicable to this project.

  • Review the current analytics and tracking setup
  • Confirm the business events or conversions that need to be measured
  • Configure the requested analytics, tag, pixel, or tracking integration
  • Add or verify the required site code or plugin configuration
  • Configure relevant events or conversion actions where included
  • Test that data is being sent from the intended pages or actions
  • Check for obvious duplicate tracking or conflicting tags
  • Document where the customer can review the collected data

What we may need from you

  • WordPress admin access as applicable

Service details

Typical turnaround: 1–5 business days

Access commonly required: WordPress admin access as applicable