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 Bucket can also trigger workflows, like Programs or connections to third-party integrations.
A Tag is a label that provides information that you may want to use to pull a list of contacts, but doesn't dictate how you want to communicate with them or be reminded to follow up.
- A Bucket can reminds you to regularly follow up a leads
- A Tag can tell you where the lead came from, allowing you to pull a list of contacts based on lead source
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, and doesn't dictate a workflow, use a Tag.
Some examples of Buckets vs Tags
Buckets: Level of interest (Interested, Not Right Now, 90-day check in)
Tags: Location, salary range, years of experience, certifications, degrees, vertical
Buckets: Warm Leads, Past Clients, Sphere of Influence Tags: Neighborhood, zip code, seasonal mailing list, lead source, vendor type
Buckets: Hot Leads, Warm Leads, Cold Leads Tags: Referral, potential upsell, small team, large team, location
Buckets: Three-month follow-up, Six-month follow-up, Yearly follow-up
Tags: Book club, babysitter, college alum, neighborhood association, location
Buckets: Website Leads, Newsletter, Mentors
Tags: Interests, events
Buckets: Leads, Donors, Influencers
Tags: Donation, industry, organization