Tags and segments Live

Tags are labels you attach to contacts so you can find them again as a group. Where lists capture where contacts came from, tags capture what you know about them — and together they define who your outreach targets.

How it works#

You can add and remove tags on a single contact from its record in Contacts, or apply them in bulk across many contacts at once — useful right after an import or a skip trace run lands a batch of new records.

Segmentation happens through filtering: contacts can be filtered by tags and lists, separately or combined. That combination is the practical unit of targeting — a list narrows to an origin ("March county dataset"), a tag narrows to a trait ("absentee", "responded", "hot"), and the intersection is your segment.

The same filters carry into sending: when you build a batch, combining lists and tags is how you aim it at exactly the contacts you mean to reach.

When to use it#

Tag early and consistently. A small, stable vocabulary of tags — applied in bulk when contacts arrive and updated as you learn more — keeps every future audience one filter away. The tag and segment contacts guide shows the mechanics in the app.

Limitations#

• Tags describe contacts; they do not authorize contact. Every send still passes eligibility screening — consent, cooldown, line type, suppression, quiet hours — no matter how a contact is tagged.
• A tag is only as meaningful as your discipline in applying it. Inconsistent tagging produces segments that look precise but are not.
• Tags do not record consent or override screening. Consent lives in consent records, and suppression always wins over targeting.