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Useful details stay beside the conversation
Faster list understanding
A well-chosen label helps staff see why a contact belongs in a group. The team can navigate a growing customer list without opening every record to discover the same basic context.
Customer management · Tags & segmentation
Organise your audience before the next campaign.
Use tags, labels, sources, groups and statuses to make customer lists easier to understand. SAYLS helps your team distinguish a new enquiry from an existing customer and a relevant audience from a random collection of numbers.
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See the task in actionCustomer groups
Tags & labelsYOUR WORKFLOWCustomer contextCustomer enquiry
- Label
- Interested in summer collection
- Workspace
- Tags & labels
- Next
- Review the workflow
Useful details stay beside the conversation
Use tags, labels and groups to organise the audience.
The task behind the feature
When every contact looks the same
A single contact list hides very different customer needs.
A single contact list rarely reflects how a business works. Some people need a quotation, others already bought, and some asked about a product that is temporarily unavailable. Simple segmentation helps the team find the right context without adding a complicated scoring system or expecting colleagues to remember every customer's situation.
See how the pieces fitOne practical way to use it
Give the next list a business purpose.
Start withOne customer group with a useful next action
- 01
Choose categories people understand
Start with a small set of useful statuses and labels. Describe real business stages or interests, and avoid overlapping names that make two staff members categorise the same customer differently.
- 02
Apply them during normal work
Update a customer's classification when their situation changes. Use colour deliberately to make important distinctions easier to scan, while keeping the text label meaningful on its own.
- 03
Use segments for a clear purpose
Find contacts who need a particular next step or prepare an appropriate campaign audience. Check permission and relevance before sending, even if a customer matches the category you selected.
Keep the next person in the picture.
A tag describes a customer group; it does not replace permission to send marketing.
Why this is useful in practice
Find the people relevant to the next task.
More relevant communication
Segmentation supports messages that fit the customer. A restock update for an interested group is more useful than an unrelated offer sent to everyone in your database.
A process your team can maintain
Simple categories are easier to teach and review. Begin with a few clear distinctions, remove duplicates and adjust the structure when your business process changes rather than collecting unused tags indefinitely.
Choose a useful starting point
Segments built around real work
- Separate quotation requests from confirmed customers.
- Group shoppers interested in a particular product.
- Identify the source of a new business enquiry.
Your first useful workflow
Try tags & segmentation with your team.
Use tags, labels and groups to organise the audience. Start with one customer group with a useful next action and review the result before choosing a plan.
A little clarity goes a long way
A little more about tags & segmentation.
Understand the setup, the costs and the next step before you decide.
01Are tags and consent the same thing?
No. A descriptive tag is not proof that someone agreed to receive marketing. Use the consent tools for permission records and use segmentation to describe a customer's business context.
02Can I choose category colours?
Status, tag and label management support saved colours. Use colour to improve scanning, but retain clear names so the meaning does not depend solely on the shade someone sees.
03Should I create a label for every detail?
Usually not. Use a small, agreed structure for categories and custom fields for more specific information. Too many overlapping labels can make a customer list harder to use rather than easier.
Connect the useful pieces
What works alongside tags & segmentation?
Customer management
Customer records
Keep customer details, contact status and useful context in SAYLS.
Explore this featureCampaigns
Create WhatsApp campaigns for customers who have agreed to hear from you.
Explore this featureCustomer management
Custom fields
Add structured customer information beyond the standard contact record.
Explore this feature