In a large database, finding the right people at the right time is the difference between a generic broadcast and a high-converting conversation. Myra uses a two-tiered system: Tags for individual labeling and Segments for powerful, dynamic grouping.
Understanding Tags
Think of a Tag as a digital "post-it note" attached to a contact. They are static labels that you can apply or remove at any time.
How to Apply Tags:
- Manual: Open a contact record and type a new tag or select an existing one.
- Automation: Use a Workflow to "Add Tag" when a form is submitted, a link is clicked, or a call is missed.
- Bulk: Select 100 contacts from your list and apply a "Holiday Promotion" tag in one click.
- API/Webhooks: Push tags from external systems like your website or an e-commerce platform.
Common Tagging Strategies:
- Lifecycle:
Lead,Trial,Active Customer,Churned. - Source:
Facebook Ads,Referral,Webinar-Oct-23. - Interest:
Product-A,Service-B,Enterprise-Plan. - Urgency:
Hot,Follow-up-Needed,Do-Not-Call.
Mastering Segments
A Segment is not a label; it's a saved search. It is dynamic, meaning it updates in real-time as your data changes.
How Segments Work:
You define a set of rules (filters), and the system automatically pulls every contact that fits those rules. Example Segment: "Active UK Leads"
- Rule 1: Tag is
Lead - Rule 2: Country is
United Kingdom - Rule 3: Last activity was within the
last 30 days
As soon as a new lead from the UK enters your CRM, they are automatically added to this segment. If a lead moves to the "Customer" stage and you remove the Lead tag, they are automatically removed from the segment.
Segment Logic:
- AND Logic: Contact must meet all criteria. (e.g., Tag is
VIPAND Budget is> $5000). - OR Logic: Contact can meet any of the criteria. (e.g., Tag is
LondonOR Tag isManchester).
Best Practices for Data Hygiene
- Standardize Your Naming: Use a consistent format for tags, such as
Category: Value(e.g.,Status: Interested). This makes it easier to search and prevents duplicates likehot-leadvsHot Lead. - Avoid "Tag Bloat": Don't create a unique tag for every single action. If the data is already stored in a field (like "City"), use the field in a Segment instead of adding a "London" tag.
- Regular Cleanup: Visit Settings → Tags once a month to merge similar tags and delete ones that are no longer in use.
- Use Segments for Outreach: Never send a bulk email to your "Whole List." Always create a segment first to ensure your message is relevant to the recipients.
Real-World Examples
| Scenario | Tool to Use | Filter Criteria |
|---|---|---|
| Re-engaging "Dead" Leads | Segment | Status: Open + No activity for 60 days |
| VIP Customer Event | Tag | Apply VIP-Invite manually to top 50 clients |
| Post-Purchase Follow-up | Automation + Tag | Tag Customer when invoice is paid; trigger email |
| Territory Management | Segment | Postcode starts with SW + Assigned to: Unassigned |
Frequently Asked Questions
Is there a limit to how many tags a contact can have? No, you can add as many tags as you need. However, for the sake of clarity, we recommend keeping it under 10 tags per contact.
Can I export a specific segment? Yes. Navigate to your Segment, select all contacts, and use the Bulk Action menu to "Export to CSV."
Can I use segments in Automations? Absolutely. You can set a Workflow to trigger only if a contact enters a specific segment, or use "In Segment" as a condition within a workflow.