What Are Smart Tags?

What Are Smart Tags?

Smart Tags are dynamic, rule-based labels that appear directly on Lead cards within the pipeline. These tags automatically apply based on predefined conditions, updating in real time as contact or opportunity information changes.

Smart Tags provide an at-a-glance view of a lead’s segment, priority, or required action, eliminating the need to manually filter or open individual records.

Why Smart Tags Are Important

• Immediate prioritization: High-value or urgent leads stand out visually.

• Faster follow-up: Missing information or engagement signals are easy to spot.

• Consistent visibility: All users see the same indicators across the pipeline.

• Real-time accuracy: Tags automatically update as data changes.

Catchlight Segment Smart Tags

Within the Leads pipeline, Smart Tags are used to identify a contact’s Catchlight Segment based on asset or opportunity value. These blue tags help you quickly understand the market tier of each lead.

Segment Breakdown

 Mass Market

• Value: Less than $100,000

Middle Market

• Value: $100,000 – $250,000

Mass Affluent

• Value: $250,000 – $500,000

Affluent

• Value: $500,000 – $1,000,000

High Net Worth

• Value: $1,000,000 – $3,500,000

Ultra High Net Worth

• Value: $3,500,000+

These segment tags are automatically assigned and updated as information is added or adjusted on the contact record.

Additional Smart Tags You May See

In addition to segment-based tags, AE Sync uses Smart Tags to highlight engagement and data completeness. 

• Partial Information
  • Tag Color: Red
  • What It Means:
    The contact is missing an email address, which prevents automated or manual email follow-ups.
  • Action Required:
    This should be the first priority when reaching out to the contact to collect the missing email information.

• Visit

  • Tag Color: Gray
  • What It Means:
    The contact has texted in the keyword indicating they are requesting or confirming a visit.
  • Action:
    Prioritize timely follow-up to schedule or confirm next steps.
• HVO
  • Tag Color: Gray
  • What It Means:
    The contact has texted in the keyword indicating they are requesting your toolkit. This has been provided to them via email. 
  • Action:
    Phone process steps will begin to confirm they received the toolkit along with booking a meeting with the lead. 

Key Takeaway

Smart Tags in AE Sync are designed to help you:

• Quickly identify lead value

• Spot high-priority actions

• Maintain consistent follow-up workflows

• Work more efficiently without manual sorting

If you have questions about how a specific Smart Tag is triggered or updated, please contact the AE Sync support team.