2 min readUpdated Oct 5, 2026customers, tags, organization
Customer Tags
Tag customers in LeadPattern to label and organize contacts, then filter the inbox and build segments around those tags for targeted broadcasts.
Tags are simple labels you attach to customers — VIP, Lead, Newsletter, Follow-up. They make a large contact list searchable and turn loose groups into audiences you can broadcast to.
Tag a customer
1
Open the customer
Find the customer in Customers, or open their conversation in the inbox.
2
Add a tag
Apply an existing tag, or create a new one on the spot with a clear name.
3
Add as many as fit
A customer can carry several tags at once — one for interest, one for stage, and so on.
Using tags
Filter the inbox
Narrow the conversation list to a single tag to focus on one kind of customer. See
How to use tagsBuild a segmentCombine one or more tags with other filters to describe a broadcast audience. See
Customer segmentsTarget a broadcastSend an approved template to a tag-based segment. See
Select recipientsKeep tags useful
- Agree on a short list of tags across your team so everyone uses the same labels.
- Prefer tags for groupings, custom fields for data. Use a tag for is a VIP; use a custom field for a value like a renewal date.
- Review occasionally and merge or retire tags that overlap, so your filters stay meaningful.
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