Tags and segments

#Tags

A tag is a label on a person, e.g. “customer”, “webinar-november”, “London”. Tags come from imports (a “List” column becomes a tag), forms, paths, by hand on the contact card, or in bulk: select people and click Add tag or Remove tag.

In Contacts → Tags you can rename a tag, Merge two tags or delete a tag. Adding a tag can start a path.

#Segments

A segment is a saved set of rules, e.g. “clicked in the last 30 days and has no customer tag”. The count updates live and includes active contacts only.

1. 1
   Go to Contacts → Segments and add a new segment.
2. 2
   Add rules to the “all conditions must match” group. Optionally add an “at least one of these” group.
3. 3
   Check the number of people and save the segment.