Tags & Segments
Organise your contacts into groups and save filters as segments for campaigns.
Tags
Tags are labels you put on contacts to group them. You can add as many tags as you want to a contact.
Examples:
Hot LeadExisting CustomerReferralMumbaiFollow Up Needed
Add a tag to a contact
Open any contact → click the Tags field → type a tag name → press Enter. You can add multiple tags at once.
Filter contacts by tag
Go to Contacts → click Filters → select one or more tags. SalesByte shows only contacts with those tags.
Use tags in campaigns
When creating a campaign, you can target contacts by tag. Example: send a Diwali offer only to contacts tagged Existing Customer.
Segments
Segments are saved filters. Instead of setting up the same filter every time, save it once and reuse it.
Example: "Hot leads from Mumbai who haven't been contacted in 7 days" — save this as a segment and use it in any campaign.
Create a segment
- Go to Contacts → Segments → click New Segment
- Add your filters (tags, status, lifecycle stage, last contacted date, etc.)
- Give it a name and save
Use a segment in a campaign
In the campaign wizard, pick Use a saved segment instead of building the audience from scratch. The segment is applied automatically.
Segments are dynamic — they update automatically. If a new contact matches the segment's filters, they're included in the next campaign that uses it.