Use Tags, Badges and Segments
Label contacts, create logical audiences and use relevant segments for assignment, automation and campaigns.
Overview
Search Aliases: contact tags, CRM badge, audience segment, customer group, filter contacts
DIFFERENCE BETWEEN TOOLS
Tag: Flexible label such as New Lead, VIP or Support Required.
Badge: Visible category or status marker.
Segment: Saved or managed audience used for campaigns, automation or reporting.
Filter: Temporary view that does not necessarily save the audience.
Custom Field: Structured value used as a segment condition.
Step-by-step instructions
- Define the business purpose.
- Create a short consistent name.
- Apply tags or badges to fictional test contacts.
- Create a segment using fields, labels or selected contacts.
- Preview matching contacts.
- Remove suppressed or unsuitable recipients.
- Use the segment for the intended campaign, automation or reporting purpose.
- Review and retire unused labels.
Best practices
Avoid dozens of overlapping labels. Use a naming standard. Do not use a tag as a substitute for a verified field when structured data is required. Review audience consent before promotional use.
COMMON ISSUES & SOLUTIONS
| Segment is empty | Check conditions and contact values. |
|---|---|
| Wrong contacts match | Review AND/OR logic and empty fields. |
| Tag is duplicated | Merge or rename after checking automations. |
| Contact removed from segment | Review dynamic criteria and latest field value. |
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