Until now, most client folders in Kaizan will have been tagged as one of:
Gold
Silver
Bronze
Unassigned
New Business
However, you're now able to tag client folders however you want - for example by tier, sector, region - or whatever else works for you.
Multiple tags per client are also supported, so you could a client as (for example) Gold/FMCG/UK if you wish.
Why does this matter? With Insights Hub, these tags will unlock richer insights:
1) You’ll be able to compare things like risk phrases by sector, or see which products or services are generating the most engagement or upsell opportunities via these new tags.
2) You’re no longer limited to client folders. You can tag and track vendors, media owners, publishers, and others — and pull insights from their comms too.
Of course, you can keep your folders as they are, but to change them:
Ask your Kaizan Admin to head to "Settings" under "Organisation" in the lefthand menu panel.
Navigate to the 4th tab "Tiers".
Here, you can add new tiers with the "Add Tier" button in the top right.
Simply enter the Tier name and a brief description of what it denotes.
To add client folders to this tier, you need to head to the client page through either: the dashboard, the "Your Clients" toggle on the left, or the "Jump to Client" search bar at the top of the app.
Once at the client page, hit the light blue "Edit" button in the top right.
Then select the appropriate tiers. To multi-select tiers, hold command and select the relevant tiers.