With all the madness of the last month, we nearly forgot to let you know about a couple great new features to Method: Tags and a new List Builder. These features allow you to get more done in Method in less time than ever before.

Tags help you more easily categorize the people you need to reach and keep track of. They are more powerful than a traditional category field because you can assign multiple tags to the same record. For example, you could tag a contact with "Friend", "Partner" and "Influencer" meaning they have earned all three of these qualities.  

As for the List Builder, in addition to us creating a faster way to generate marketing lists, it also plays nice with tags.

I’ll give you a quick demo. Here's what Bob Crenshaw's contact screen looks like with no tags (I've highlighted the tag field in red):






When you hover your mouse over the tag icon you get a list of potential tags to assign to Bob Crenshaw (you'll need to create some tags here if your list is empty):




Here's how Bob Crenshaw's contact screen now looks like when he is tagged as a Friend, Influencer and Partner:






You can search for contacts with those tags in the Customers and Contact list (see the help center article for special tag search tips):






To use these tags to generate a marketing list, let’s go to the List Builder. Here I am getting a list of all Partners or Influencers. But I am making sure that any of those contacts who is also a friend is filtered out:




And here are the results, ready for an email blast:



Tags will start to play a bigger role as we roll out new features this year - so get used to them! What I love most about tags is that in many cases they save you from having to customize screens in order to add new custom fields.

To learn more about tags, please check out the following article:
http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=254

Enjoy,

Paul