Segmentation allows you to group contacts based on shared attributes so you can send targeted, relevant communications that convert better.

Using Tags for Segmentation

Tags are free-form labels you attach to contacts. For example: hot-lead, customer-2024, whatsapp-opted-in.

  • Navigate to Contacts and select one or more contacts.
  • Click Add Tag and type your tag name, then press Enter.
  • Use the filter bar to filter contacts by one or more tags.

Creating Smart Lists

Smart Lists auto-update based on filter conditions you define. Unlike static lists, they always reflect the current state of your database.

  1. Go to Contacts > Smart Lists.
  2. Click Create New List.
  3. Add filter rules: e.g., Tag contains "hot-lead" AND Last Activity within 7 days.
  4. Save the list. It will now auto-populate with matching contacts.
ℹ️ Note: Smart Lists are ideal for targeting broadcast campaigns — only contacts matching your conditions will receive the message.