Tags and segments — organize your audience without another spreadsheet

Without structure, the inbox is a river. With tags and segments, it’s a system.

Tags

Quick labels on a contact or conversation: vip, collections, demo_booked, frustrated.

Use them when:

• The data changes often.
• The team needs to filter today.
• You want a workflow or agent to “see” light context.

Segments

Audiences defined by rules (fields, tags, pipeline stage, events). They recalculate — not a dead spreadsheet list.

Use them when:

• You’re launching a workflow or campaign to a group.
• You want “customers with no purchase in 90 days” always up to date.
• You’re combining several conditions (tag + field + pipeline).

Minimum viable recipe

1. 8–12 tags max at the start (if you have 80, nobody uses them).
2. 2–3 segments: active VIPs, at risk, new this week.
3. One workflow per painful segment — not ten.

Guides: Tags · Segments.

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