Using Tags for Contact Segmentation

Contact Tags

Tags are coloured labels you assign to contacts for categorisation, filtering, and reporting. They are a simple but powerful way to segment your contact database.

Managing Tags

Go to Contacts > Configuration > Tags. Here you can:

• Create new tags – Give each tag a name and a colour (for visual distinction in kanban/list views).
• Edit existing tags – Change name or colour. All contacts with the tag update automatically.
• Merge tags – If "VIP" and "Very Important" are duplicates, merge them into one.

Common Tag Categories

Using Tags for Filtering

Once contacts have tags, you can:

• Filter – In Contacts list view, click Filters – Add Custom Filter – Field: Tags, Operator: Contains, Value: VIP. Shows only VIP contacts.
• Group By – Click Group By – Tags. Contacts are grouped by their tags. Untagged contacts appear in a separate section.
• Mailing Lists – Create dynamic mailing lists in Email Marketing using tags as criteria (e.g. all contacts with tag "Newsletter" AND tag "Active").
• Reports – In sales/purchase analysis reports, group by contact tags to see performance by segment.

Tags vs Other Categorisation

• Tags – Many-to-many. A contact can have multiple tags. Best for cross-cutting categories (a customer can be both "VIP" AND "Technology").
• Category/Industry – A single-value field on the contact form. One category per contact.
• Sales Team – Determines pipeline ownership, not categorisation.