| ai aggression detected |
If the contact becomes aggressive or frustrated with the AI this tag will be applied and the AI disabled for this contact. |
| ai appointment booked |
The AI has booked an appointment. |
| ai booking error |
The AI tried to book an appointment but there was a technical error that prevented the process. |
| ai bot detected |
If the AI detects it is talking with another bot, this tag is applied and the AI disabled for this contact. |
| ai initialization failure |
For campaigns using the AI on contact registration, if the AI fails to initialize this tag is applied and AI is disabled for this contact. DRIVE contains static email/sms automations as a fallback so contacts still receive campaigns information and nurture. |
| ai off |
Applied when the AI is turned off for a contact. |
| ai on |
Applied when the AI is turned on for a contact. |
| appointment booked |
Applied when an appointment is booked. |
| appointment cancelled |
Applied when an appointment is cancelled. |
| appointment confirmed |
Applied when a contact confirms their attendance at a scheduled appointment. |
| appointment no show |
Applied when a user indicates a contact no-showed an appointment by using the Opportunities tab. |
| appointment requested |
When the AI is set to "get preferred dates and times" instead of "ai does full booking", upon a contact providing their available dates and times for an appointment, this tag is applied. |
| appointment reschedule |
When a contact is asked to confirm their attendance at an appointment and indicates they need to reschedule. |
| client closed |
Applied when a contact becomes a client. |
| client lost |
Applied when a contact is lost as a lead. |
| dq |
Indicates contact failed prequalification questions and was a denied an appointment. |
| drive staff |
Used to indicate the contact is a Next Level DRIVE or Next Level Advisors staff member. |
| event cancelled |
Applied when a contact indicates they will not attending a previously scheduled event like a webinar or seminar. |
| event confirmed |
Applied when a contact indicates they will attend an event like a seminar or webinar. |
| event reschedule |
Applied when a contact is asked to confirm their event attendance, but they indicate they will not make it but want to schedule for a different date. |
| invited guest |
Indicates contact is an invited guest of another contact. |
| imported client |
Tag is applied to current clients (not leads) that were imported into DRIVE. |
| kffa |
Lead source is Ken Fisher Funnels Annuities. |
| kffcg |
Lead source is Ken Fisher Funnels Charitable Giving. |
| kffep |
Lead source is Ken Fisher Funnels Estate Planning. |
| kffi |
Lead source is Ken Fisher Funnels Inflation. |
| kffmc |
Lead source is Ken Fisher Funnels Market Corrections |
| kffss |
Lead source is Ken Fisher Funnel Social Security. |
| kfft |
Lead source is Ken Fisher Funnel [What is this?] |
| kffwir |
Lead source is Ken Fisher Funnel Women in Retirement. |
| kw - election |
Lead source is "text keyword to" campaign with keyword "election". |
| kw - income |
Lead source is "text keyword to" campaign with keyword "income". |
| kw - social security |
Lead source is "text keyword to" campaign with keyword "social security". |
| kw - tax |
Lead source is "text keyword to" campaign with keyword "tax". |
| kw - inflation |
Lead source is "text keyword to" campaign with keyword "inflation". |
| kw - income |
Lead source is "text keyword to" campaign with keyword "income". |
| kw - risk |
Lead source is "text keyword to" campaign with keyword "risk". |
| kw - retirement |
Lead source is "text keyword to" campaign with keyword "retirement". |
| kw - healthcare |
Lead source is "text keyword to" campaign with keyword "healthcare". |
| kw - long term care |
Lead source is "text keyword to" campaign with keyword "long term care". |
| kw - rmd |
Lead source is "text keyword to" campaign with keyword "rmd". |
| kw - investing |
Lead source is "text keyword to" campaign with keyword "investing". |
| kw - roth |
Lead source is "text keyword to" campaign with keyword "roth". |
| kw - ira |
Lead source is "text keyword to" campaign with keyword "ira". |
| kw - questions |
Lead source is "text keyword to" campaign with keyword "questions". |
| kw - mailbag |
Lead source is "text keyword to" campaign with keyword "mailbag". |
| kw - estate plan |
Lead source is "text keyword to" campaign with keyword "estate plan". |
| kw - legacy |
Lead source is "text keyword to" campaign with keyword "legacy". |
| ltn |
"Long term nurture" - indicates lead should get long term nuture and may become a client in the future. |
| not a fit |
indicates lead is not a good fit. |
| sfep |
Registered for event | Seminar Funnel - Estate Planning |
| sftr |
Registered for event | Seminar Funnel - Taxes & Retirement |
| sfss |
Registered for event | Seminar Funnel - Social Security |
| waitlist |
Occurs when a contact attempts to register for an event, but the spots available is less than the number of people registering. |
| sms ltn |
Use tag to enable SMS long term nurture with contact. Must have upcoming sms long term nurture content in the SMS Outbound Google Spreadsheet. |
| sms ltn hold |
Tag is added to contact when 'sms ltn' tag cannot load additional text messages. Remove 'sms ltn' tag when applied. |
| sms intro |
Adds contact to an SMS intro sequence to introduce business and new phone number. Only sends intro SMS. |
| sms intro ltn |
Adds contact to an SMS intro sequence to introduce business and new phone number. Then waits 7 days, then adds contact to sms ltn workflow for ongoing nurture. |
