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Purpose

Tags and Segments help you organize, filter, and target leads effectively in AI Chat Assist, enabling personalized marketing and efficient lead management.

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Understanding Tags

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What Are Tags?

Tags are labels you can apply to leads to categorize and organize them. They can be added manually or automatically based on lead behavior and attributes.

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Types of Tags

  • Manual Tags: Added by your team members
  • Automatic Tags: Added by the system based on rules
  • Campaign Tags: Added based on campaign interactions
  • Behavioral Tags: Added based on lead actions

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Common Tagging Use Cases

  • Lead source (e.g., source-website, source-social)
  • Interest level (e.g., hot-lead, warm-lead, cold-lead)
  • Product interest (e.g., product-a, service-b)
  • Customer status (e.g., trial-user, paying-customer)
  • Location-based (e.g., region-usa, region-europe)

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Understanding Segments

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What Are Segments?

Segments are dynamic groups of leads that meet specific criteria. Unlike tags, segments update automatically as lead data changes.

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Types of Segments

  • Behavioral Segments: Based on actions taken
  • Demographic Segments: Based on lead attributes
  • Engagement Segments: Based on interaction levels
  • Custom Segments: Based on any combination of criteria

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Creating Effective Segments

  1. Define Your Goals

    • What do you want to achieve with this segment?
    • How will you use this segment?

  2. Choose Your Criteria

    • Select relevant attributes and behaviors
    • Use conditions to refine your segment
    • Test segment criteria before saving

  3. Naming Conventions

    • Be descriptive but concise
    • Use consistent formatting
    • Include date if relevant (e.g., Q1-2024-Prospects)

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Best Practices

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Tagging Best Practices

  • Be Consistent: Create a tagging guide for your team
  • Use Prefixes: Group related tags (e.g., source-, product-)
  • Avoid Over-tagging: Only add meaningful tags
  • Regular Cleanup: Remove unused tags periodically

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Segmentation Best Practices

  • Start Simple: Begin with basic segments
  • Use Nested Conditions: For complex segmentation
  • Monitor Performance: Track how segments perform over time
  • Update Regularly: Adjust criteria as needed

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Integration with Other Features

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Workflow Automation

  • Trigger actions based on tags/segments
  • Move leads between segments automatically
  • Update tags based on lead behavior

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Campaign Targeting

  • Create targeted campaigns for specific segments
  • Personalize messages based on segment attributes
  • Measure campaign effectiveness by segment

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Reporting

  • Analyze lead distribution across segments
  • Track conversion rates by tag/segment
  • Measure engagement levels

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Common Use Cases

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Lead Nurturing

  • Tag leads based on interest level
  • Create segments for different nurturing paths
  • Automate follow-up sequences

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Sales Handoff

  • Tag sales-ready leads
  • Create segments for sales team assignment
  • Track lead status changes

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Customer Success

  • Tag customers by product usage
  • Create segments for upsell opportunities
  • Identify at-risk customers
Lead Capture via WorkflowsFilters & Search