Tags & segmentation

A tag is just a label. Create your tags once in Settings → Tags, then stick them on contacts (or individual messages) as you work. Later, filter by a tag to pull back exactly that group.

• Create a tag in Settings, or on the fly while tagging in bulk.
• Apply it to one contact, to many at once, or to a single message in the Inbox.
• Segment by filtering on the tag — save that filter as a folder and you’ve got a reusable audience.

Exabloom keeps two separate tag lists, and knowing which is which saves confusion later. They’re the two tabs you’ll see in Settings → Tags.

Your master list lives in Settings → Tags. Switch between the Contact and Message tabs, then create, rename, or delete the tags on that tab.

• Create — give the tag a name and pick the object it applies to. That’s it; there are no colours to set.
• Name rules — letters, numbers, spaces, hyphens and underscores only. Other symbols are rejected as you type.
• Edit / delete — renaming updates the label everywhere it’s used; deleting strips it from every contact or message that had it.

There are two ways to put a contact tag to work — one at a time, or many at once.

One contact

Open a contact (from the Contacts table or the Inbox’s contact panel) and add a tag in its Tags field. The tag shows on the contact wherever you see them.

Many contacts at once

On the Contacts page, tick the people you want (or select everything that matches your current filter), then choose Add Tag from the bulk actions. Pick existing tags, or type a new name and select + Create “…” to make it on the spot.

Message tags work at a finer grain. Inside a conversation, tag a single message to mark what happened there — a complaint raised, a quote sent, a promise to follow up — without implying anything about the contact as a whole.

Tagging is only half the value — the other half is pulling a tagged group back out. Because Tags is a filter field on contacts, any tag can become a saved, self-updating segment.

• Folders — save a “has tag = vip” filter as a folder and it fills itself: tag someone new and they appear automatically.
• Broadcasts — point a broadcast at a tag-based folder to message exactly that audience.
• Combine tags — filter on more than one tag (vip and p1-maths) to slice a precise group.

• Tag names have rules. Letters, numbers, spaces, hyphens and underscores only — no other symbols. Pick a convention early (lowercase, hyphenated) and your list stays tidy.
• Contact vs message tags are separate lists. A tag you create under the Contact tab won’t appear when you’re tagging a message, and vice versa. They live on the matching tabs in Settings → Tags.
• Tagging in bulk can create a tag on the fly. In the Add Tag dialog, typing a name that doesn’t exist yet offers a Create “…” option — handy, but it’s also how near-duplicate tags (vip vs VIPs) creep in.
• Deleting a tag removes the label, not the people. The contacts stay; they simply lose that tag. Any folder that filtered on it will come back empty until you point it at another tag.
• Tags aren’t stages. A contact can hold many tags at once with no order. If you need a single, ordered position in a process, that’s a lead pipeline’s job.