Organize Customers with Tags and Segments
Tags describe individual customers. Segments collect customers into a reusable group. Use both for operations, not as a substitute for consent or customer identity checks.
Assign tags
Section titled “Assign tags”- Open CRM → Customers and select the customer.
- Open Engagement → Source & Tags.
- Select existing tags or create a concise new tag.
- Save the assignment.
You can also select several directory records and use the bulk tag action. Prefer a small controlled vocabulary such as VIP, Follow-up or a service interest instead of duplicate spellings.
Create a static segment
Section titled “Create a static segment”Open Engagement → Segments, select Create Segment, and choose Static. Name the segment, save it, then add or remove members manually. Directory bulk actions can also add selected customers to a static segment.
Create a dynamic segment
Section titled “Create a dynamic segment”Choose Dynamic when membership should follow rules. Current rules can use retention status, minimum visits, matching tags and matching sources. Save the segment, then refresh it when you want Yepsta to recalculate membership from current customer data.
Static segments accept manual membership changes. Dynamic segments do not; change the rules or the customer data that those rules evaluate.
System segments
Section titled “System segments”Create System Segments adds the standard segment set when it is missing. Review the generated groups before relying on them for day-to-day work.
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