Tags and Segmentation are powerful tools in DMLY that help you organize contacts, personalize communication, and send highly targeted broadcasts. When used correctly, they improve engagement, increase conversions, and keep your campaigns clean and relevant.

What Are Tags?

Tags are labels you assign to contacts to categorize them based on behavior, interest, status, or activity.

Think of tags as flexible identifiers that help you group contacts dynamically.

Examples of Tags

• New Lead

• VIP

• Webinar Attendee

• Follow Up 1

• Customer

• Unsubscribe

• Abandoned Cart

Tags can be applied:

• Manually from the contact profile

• During CSV import

• Automatically via automations

• From the Unified Inbox

• Based on user actions (e.g., replying “STOP”)

What Is Segmentation?

Segmentation allows you to create filtered contact groups based on:

• Tags

• Stage

• Workspace

• Last Activity

• Contact Attributes

• Inclusion or Exclusion rules

Segments are dynamic, meaning they update automatically when a contact’s data changes.

How Tags and Segments Work Together

Tags are the building blocks.
Segments are the filtered groups created using those tags.

Example:

If you tag contacts with:

• Webinar 2026

• VIP

You can create a segment:

Contacts with tag "Webinar 2026" AND tag "VIP"

Only those contacts will be included in broadcasts.

Creating a Segment in DMLY

1. Go to Segments

2. Click Add Segment

3. Enter a Segment Name

4. Select a Workspace (Important: Always select a workspace to avoid including contacts from all workspaces)

5. Apply filters:

   • Include Tags

   • Exclude Tags

   • Select Stage

   • Set Last Activity (Days)

6. Click Save

Your segment will update automatically as contacts meet or no longer meet the criteria.

Excluding Contacts with Tags

Exclusion is critical for compliance and clean marketing.

Example:

• Exclude tag: Unsubscribe

This ensures contacts who opted out are never included in marketing broadcasts.

Practical Use Cases

Lead Nurturing

Tag new leads as:

• New Lead

Create segment:

• Stage = Lead

• Tag = New Lead

Follow-Up Sequences

Automation applies:

• Follow Up 1

• Follow Up 2

Segment by:

• Tag = Follow Up 2

VIP Campaign

Tag high-value clients:

• VIP

Create segment:

• Tag = VIP

• Stage = Customer

Retargeting

Create segment:

• Last Activity = 7 days

• Tag = Webinar

• Exclude = Customer

Dynamic Behavior

Segments automatically update when:

• A new tag is added

• A tag is removed

• A contact changes stage

• Activity changes

No manual updates are required.

Best Practices

Use Clear Naming Conventions

Examples:

• Lead – Ebook Download

• VIP – Platinum

• Campaign – December 2026

Avoid Too Many Random Tags

Keep tagging structured and consistent.

Always Exclude “Unsubscribe” for Marketing

This protects your WhatsApp quality rating.

Select Workspace When Creating Segments

If no workspace is selected, contacts from all workspaces may be included.

Why Tags & Segmentation Matter

Proper tagging and segmentation help you:

• Increase open and reply rates

• Reduce spam complaints

• Send relevant content

• Personalize messaging

• Improve automation targeting

• Boost conversions