A Bucket dictates how often you want to be in touch with a group of contacts and can prompt Follow-Up Reminders for those contacts.
A Tag is a sub label that provides information that you may want to use to pull a list of contacts and does not prompt Follow-Up Reminders.
The Bucket reminds you to follow up with the leads and the Tag allows you to pull a list at the end of the year to see how many of your leads were referrals. A general rule of thumb is that if the label you're tracking doesn't dictate how often or if you need to follow up, use a Tag.
How to create Buckets and Tags
How to create a Bucket
How to tag contacts
Buckets: Industry verticals (IT, Health care, HR, Sales) or level of interest (Interested, Not Right Now, 90-day check in)
Tags: Location, salary range, years of experience, certifications, degrees
: Neighborhood, zip code, seasonal mailing list
: Vendors, Contractors, Partners
Home inspector, mortgage lender, interior designer, plumber Current Clients, Past Clients
: Referral, potential upsell, small team, large team, location Hot Leads, Warm Leads, Cold Leads
: Social groups, alumni association, location Three-month follow-up, Six-month follow-up, Yearly follow-up
: Interests, webinar/speaking event attended Online Leads, Newsletter, Mentors
Level of donation, industry, organization/group Donors, Vendors, Influencers
The Bucket Game
How do I bucket my contacts?
Mass assigning Buckets, Tags, and Programs
How to change Bucket reminder intervals