Tags and Segments

Add tags

Tags are free-text labels on a contact, entered comma separated:

vip, newsletter, mumbai

Add them when creating or editing a contact, in a CSV import column, or automatically from an automation.

Use them

Filter the contacts list by tag to see a group, then act on it — add the group to a list, or send a campaign.

Tags also drive automation: the Contact tagged trigger fires an automation the moment a specific tag is added. That is how tagging becomes a workflow rather than a filing system.

Keeping tags useful

• Agree on a convention. vip and VIP and v.i.p. are three tags.
• Prefer lowercase, single words or hyphenated pairs — high-value, not High Value Customer.
• Tag facts, not opinions. renewed-2026 stays true; happy does not.
• Prune. A tag used once is noise.

Tip — Before inventing a tag, check whether the fact is already recorded — a survey answer or a company name may be a better filter than a tag someone has to remember to apply.