Tags & Smart Segments — The Secret to Personalized Automation

If your CRM feels like a giant, unsorted contact list—you’re missing out on one of its most powerful features: tags and smart segments!

These simple tools allow you to organize your audience based on behavior, status, interests, or activity—and they unlock next-level automations and personalization that feel anything but generic.

📄 What Are Tags?

Tags are labels you assign to contacts to identify who they are or what they’ve done.

Examples:

• "Hot Lead"

• "Completed Freebie Download"

• "Consultation Booked"

• "VIP Client"

Use them to group contacts and trigger automations based on specific actions or statuses.

🔎 What Are Smart Segments?

Smart segments automatically group your contacts based on real-time criteria—like a saved search that updates itself.

Examples:

• Everyone tagged "Webinar Attendee" who hasn’t booked a call

• Contacts added in the last 30 days

• Clients who have opened 3+ emails in a week

With smart segments, you always know who your most engaged or qualified leads are—without manually sorting anything.

🔧 Why This Matters for Automation

Tags and segments aren’t just for organization—they trigger your automation. You can:

• Send a nurture email to anyone tagged "New Lead"

• Launch a review request for clients tagged "Project Complete"

• Move someone to a re-engagement funnel if they haven’t opened emails in 30 days

This is how you build a system that communicates with the right people at the right time.

⚡ Start Small

If you’re new to tags, start with just a few:

• Stage (lead, client, past client)

• Source (Instagram, referral, ad)

• Action (booked, purchased, downloaded)

The more consistent your tagging, the more powerful your CRM becomes.

👉 Ready to Personalize Your Automations?

Tags and smart segments are simple to set up—but they can make your marketing and operations feel deeply personal, even as you scale.

Learn How to Use Tags & Segments in Interflow CRM