Your contacts live in Audience › Contacts. Tags are labels you add to people. Segments are saved filters that keep themselves up to date. Both can be used to choose who gets a broadcast.
Tag contacts
- Open Audience › Contacts.
- Tick the people you want, then open Bulk actions.
- Choose Add tag…, type the tag and confirm. Use Remove tag to take one off.
You can also tag everyone in a CSV when you import, tag people who answer a form, or add a tag in an automation step.
Build a segment
- In Audience › Contacts, under Segments, choose New segment.
- Give it a Name, for example "Customers who joined this month".
- Choose whether contacts match all or any of the conditions.
- Add conditions with Add condition: pick a Field (such as tag, status, stage, source or a custom field), an Operator and a Value.
- Check Contacts who match, then choose Save segment.
The segment updates automatically as people join, change or leave.
Use them
- In a broadcast's Audience & settings, choose A segment or A tag under Who gets it.
- In automations, start one When someone is tagged, or branch with an if / else on a tag.
Tips
- Add your own Fields (for example City or Membership tier) to filter on details that matter to you.
- Keep tag names short and consistent so they're easy to pick later.
- Deleting a segment never affects the contacts in it.
Troubleshooting
- "You haven't saved a segment yet" in the email editor: build one in Contacts first.
- Someone in a segment didn't get an email: only subscribed people with an email address receive broadcasts.