With RB2B's Hot Leads tagging feature, you can effortlessly keep track of visitors to your most important pages. Simply set up an Hot Leads tag, and voilà! Anyone who visits and matches that profile is automatically tagged. You can quickly spot these visitors under the Profiles tab in your dashboard, making it easier than ever to understand who’s engaging with your key content.

RB2B's Hot Leads tags operate using an OR logic between the six available categories within each tag.

When setting up a tag, if a category is left blank, it functions as if the "All" option is selected. This means that the system will not restrict matches based on that category.

Users can specify how many of the defined categories need to match for a visitor to meet the Hot Leads criteria. Importantly, categories left blank or set to "All" are not included in the count when determining how many fields must match. By default, only one category match is required for a visitor to qualify as a Hot Lead, but you can adjust this threshold as needed.

Hot Leads tagging is available in your dashboard by clicking the "Hot Leads" link under the "Tagging" heading or by visiting https://app.rb2b.com/filtering/hot_leads.

To add your first profile click the "Set Up" button.

Setting up your tag happens in four steps:

You can define your tag by choosing at least one option in any of the six categories listed below. You are able to apply as many filters to a category as needed.

Users are able to apply Hot Leads tags to integrations of their choosing. This will change the type of visitors that are sent to that integration and limit it to only those that match the applied Hot Leads tag(s).

Users are able to apply as many or as few Hot Leads tags to an active integration as they wish.

If a tag is not applied to an active integration it will continue to receive the regular, unfiltered stream of identified visitors.