Tags and Segments
Organize audience logic with tags and customer segments inside SendFlow.
On this page
Overview
tags and segments helps SendFlow teams keep flexible targeting rules on top of your base contact structure organized inside one workspace instead of scattering setup and campaign work across disconnected tools.
Use this guide as a practical operating reference for admins, staff, and campaign managers who need repeatable workflows.
What to manage
The goal is to keep the workspace readable for the whole team while making sure the data, setup, and delivery flow stay accurate.
When ownership is clear, SendFlow becomes easier to scale across audiences, templates, campaigns, and sending infrastructure.
- Apply tags consistently to support filtering.
- Use segments for reusable target logic across campaigns.
- Avoid overlapping labels that confuse the team.
- Document which segments are safe for high-volume sends.
Recommended workflow
Use a simple operating flow whenever your team is working on tags and segments.
This keeps planning, review, and execution aligned before anything goes live.
- 1Review which tags already exist in the workspace.
- 2Create only the tags that support a real targeting need.
- 3Build segments using stable contact fields, groups, or tags.
- 4Test the resulting audience size before launch.
- 5Retire tags or segments that no longer match current operations.
Review checklist
A short review step usually prevents configuration drift, wrong audience targeting, or noisy campaign logs later.
Ask a second team member to confirm changes when the guide affects live delivery, routing, or workspace-wide assets.
- Tag names are specific and readable.
- Segments are based on valid data fields.
- The resulting audience size looks expected.
- Old targeting logic is cleaned up when no longer needed.
Keep the targeting model simple enough to audit
If a teammate cannot quickly explain why a segment exists, it usually needs cleanup before it drives a live campaign.