Tags & Segmentation
Build a tagging strategy that powers releases, marketing, and reporting.
Tags are the lightest possible way to segment your contacts. Unlike clubs (which determine what a contact receives), tags are flexible labels you apply for any reason — VIP status, ship-to-state, payment-method type, you name it.
Why tags matter
Tags drive several downstream features:
- Release scoping
Limit a release to contacts with specific tags (e.g., only "Local Pickup" contacts in a pickup-only release).
- Filtering
Tag-based filters narrow the contacts list, exports, and reports.
- Mailchimp sync
Tags can be configured to sync to Mailchimp groups for targeted campaigns.
- Bulk actions
Apply or remove a tag across hundreds of contacts at once.
Managing tags
The Tags page (Contacts → Tags) is where you create, rename, and delete tags.
Contact Tags
Manage the tag library for your organization.
| Tag | Contacts | Created |
|---|---|---|
| VIP | 47 | Mar 03, 2024 |
| Local Pickup | 128 | Aug 12, 2023 |
| Trade | 12 | Jan 04, 2024 |
| Paid Annually | 83 | Apr 22, 2024 |
Creating a tag
Click Create Tag
The create form takes a name and an optional color.
Pick a name and color
Names must be unique within your organization. Colors help tags pop in the contacts list — pick one that doesn't conflict with status colors (green, yellow, red).
Save
The tag becomes immediately available everywhere — contact forms, filters, bulk actions, and Mailchimp settings.
Applying tags
Open a contact's detail page and click into the tags section. Start typing to find an existing tag or create a new one inline. Click an applied tag to remove it.
A simple tagging strategy
Don't over-think it. Most wineries do well with three tag categories:
| Category | Examples |
|---|---|
| Behavior | How they buy: "Local Pickup", "Buys at events", "Comp wine". |
| Preference | What they like: "Reds only", "Allergy: sulfites", "Sparkling fan". |
| Operational | For internal workflows: "Needs ID", "Past chargeback", "VIP". |
If two tags mean the same thing, merge them. Open the survivor in the tags page and use Merge tag to consolidate.
Renaming and deleting
Rename
From the tags list, click the row menu and choose Rename. Existing contacts keep the tag — they just see the new name.
Delete
Deleting a tag removes it from every contact. There's no undo, but the tag history is captured in the activity log.
Merge
Use Merge tag to fold one tag into another. Every contact tagged with the source gets the destination tag instead.