Tags and saved filters

Two things that sound alike but do different jobs:

• A tag is a label you attach to a person. It stays until someone removes it.
• A saved filter is a selection built from conditions. It recalculates every time you use it, so it’s always current.

Tags are the building blocks. Saved filters are what you build with them.

(If you’re coming from another platform: what was called a “segment” there is a saved filter here.)

Tags

Add a tag by hand

1. Go to People and click someone.
2. Find Tags in her view.
3. Type the tag in the New tag field and press enter.

If the tag already exists you’re told, rather than creating a duplicate.

Let tags set themselves

That’s how you want it. An automation can add a tag when something happens:

• Purchase completed → add customer
• Form submitted → add lead
• Course completed → add finished-breathing-course

See Get started with automations.

Name them so you’ll understand later

Use lowercase and hyphens, ideally with a system: status:customer, interest:yoga, source:instagram. In six months, Vip 2026 (new) will mean nothing.

Saved filters

You build a filter where you need it — when choosing recipients for a broadcast — and save it so you can use it again.

1. Create a broadcast under Email → Broadcasts.
2. In the Audience card, choose Custom selection.
3. Click Add condition and pick what to filter on.
4. Decide whether all conditions must match (AND) or whether any is enough (OR).
5. Click Preview to see how many match.
6. Click Save the filter and give it a name.

Next time you just choose Saved filter and pick it from the list.

The conditions you can use

Condition	Example
Has tag	has customer
Enrolled in course	is taking the Breathing Course
Completed course	has finished it
Purchased offer	bought the Premium bundle
Email (opens)	opened something in the last 30 days
Email (clicks)	clicked something
Joined date	joined in the last week
Last active	hasn’t been in for 60 days
Number of orders	has bought more than once
Total spent	has spent over 300
Language	Swedish or English
Subscribed to email	receives email

Four filters worth saving right away

• Customers — Has tag customer
• Leads who haven’t bought — Has tag lead AND does not have tag customer
• Quiet for a while — Last active more than 60 days ago
• New this week — Joined date in the last 7 days

Tags or filters?

	Tag	Saved filter
Set by	You or an automation	Calculated from conditions
Changes	Only when someone changes it	Automatically, all the time
Good for	Marking that something happened	Choosing who should get something

Rule of thumb: tag events, filter states. “She bought” is a tag. “She bought but hasn’t logged in for a month” is a filter.

Tips

• Build the filter before you write the email. Knowing who you’re writing to makes the writing better.
• Keep the number of tags down. Thirty tags nobody uses is thirty ways to be unsure.
• Look at the count in the preview before you send. If it says 0, the conditions are wrong — the list isn’t empty.