Tags & segments

Tags are the lightest way to sort and select contacts. Add as many as you like to a single person.

What a tag is

A tag is a free-form label you stick on a contact. One contact can carry many tags at once, and the same tag is shared across many contacts. Each tag has a name and an optional color so it stands out in the list.

Where tags help

• Segmenting — status/attribute labels like VIP, repeat
• Campaign targeting — send only to a tag group announce
• Auto-tagging — rules can attach a tag automatically via automations

Create & attach a tag

1. Create a tag with a name (and an optional color). Once made, it is shared across all contacts.
2. Pick and attach tags when you create or edit a contact card.
3. When you import contacts, you can stamp the whole batch with one tag at once.

Tag contacts automatically

With the ‘Add tag’ action in an automation, the chosen tag is attached to contacts that meet a condition such as a form submission. If the tag is already there, it is not added twice. See automations

Narrow a campaign by tag

When sending a campaign or email, the audience picker lets you narrow recipients by tag. Contacts who opted out are automatically excluded from outreach. Campaigns · Sequences

Design tips

• Status: New Quoted Won
• Attribute: region · interest · source
• Priority: hot / cold

Keep colors consistent by meaning. For example, red for urgent and green for closed — if the whole team uses the same rule, the list reads at a glance.