How-To Guide
Intermediate
7 min read
Using Tags and Segments
Organize customers with tags and create segments for targeted marketing and automation.
Tags and segments help you organize customers and target specific groups for communication and automations.
Creating Tags
Tags are labels you apply to customers. Examples: 'VIP', 'Maintenance Agreement', 'Commercial', 'New Construction'.
Tags:
customers
tags
segments
organization
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Last updated: January 8, 2024
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