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 you’re tagging.
• Apply it to one contact, to many at once from the Contacts page, 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. Each kind has its own tab, and you create, rename or delete the tags on that tab.

Create a contact tag

Rename or delete a contact tag

Create a message tag

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

One contact

Open a conversation in the Inbox. The Lead Info panel on the right has a Contact details section, and Tags is the last row in it. (Click a person in the Contacts table and their own page shows the same Contact details.)

Many contacts at once

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. Tags is a filter field on the Contacts page, so any tag can become a saved, self-updating segment: a folder.

• Folders: a “Tags is any of vip” filter, saved. It’s a live filter, not a snapshot.
• Messaging a segment: open the folder (or apply the filter), select everyone and use Send message in the bulk bar.
• Combine tags: two conditions in one group on And gives you people who hold both (vip and p1-maths). One condition with two tags under is any of gives you people who hold either.

• The Tags page only shows if your role includes it. If Tags is missing from Settings, ask an admin to add it to your role.
• Contact tag names have rules in Settings. The Create tag form allows letters, numbers, spaces, hyphens and underscores, shows Tag name can only contain letters, numbers, spaces, hyphens, and underscores under the box, and keeps Create greyed out until the name is valid. 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 can create a tag on the fly. In the Add Tag dialog, on a contact’s Tags row and on a message’s Add tag list, typing a name that doesn’t exist yet offers a Create "…" option. It’s handy, but it’s also how near-duplicate tags (vip vs VIP) creep in. Check Settings → Tags now and then.
• Add tag and Remove tag act at once. There is no confirmation step and no undo. If you chose Select from all pages, the change goes to every contact matching your current filter, not just the rows on screen.
• Deleting a tag removes the label, not the people. The contacts stay; they simply lose that tag. A folder or filter that matched the tag then matches nobody, so update it before you next use it. There is no undo.
• 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.