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DocsCRMLabels and segments

Labels and segments

Updated Jul 2026·1 min

Labels mark who a contact is; saved filters turn those marks into living segments your team reuses.

The Contacts list with named contacts, labels, and email statuses.The Contacts list with named contacts, labels, and email statuses.

Labels

Label contacts by lifecycle, interest, or source. A contact can carry several, and every label addition lands on the timeline.

Segments are saved filters

Combine labels, fields, and email status into a filter, save it, and the segment stays current as contacts change.

What segments unlock

Send a campaign to exactly the right slice.
Watch a segment’s size as a health metric.
Give flows a precise audience to act on.
FAQ

Segment questions

Labels or custom fields?
Fields hold facts with one value, like plan or city. Labels hold memberships that stack, like VIP or Beta tester.
Do segments update themselves?
Yes. A segment is a filter, so contacts flow in and out as their data changes.