Tag and segment influencers
Tags are flat labels (one tag, many contacts). Segments are saved filters (many criteria, dynamic membership). Both are Brand-private and used in campaign targeting + reporting.
Tags
- Flat labels you create: e.g. “VIP”, “Q3-2026”, “DACH-region”, “Best-converter”
- Bulk-apply via CSV or in-app multi-select
- Show on contact card with color coding
Segments
Dynamic groups defined by criteria:
- “All influencers with tier ≥ Macro AND tag = VIP”
- “All customers with LTV > $500 AND consent = granted”
- “All employees in Department = Engineering AND status = active”
Membership refreshes nightly. Use segments for targeting campaigns or NPS surveys.
Targeting from CRM
Campaign creation lets you pick “Target = Segment X” instead of building filters from scratch. Saves time and ensures targeting matches your CRM taxonomy.
Hygiene
Aim for 10-20 high-signal tags + 5-10 segments. More than that and you lose the ability to remember what’s what.