How to Organize Leads with Tags, Custom Fields and Dynamic Segments
⚡Mandatory Prerequisites & Initial Checklist
- ✓Contacts already created or imported into Dashboard V2.
- ✓Defined business categorization criteria (e.g. product interests, region, customer tier).
📋Step-by-Step Instructions in Dashboard
Create Custom Fields to Store Business Data
Custom fields let you store specific operational data beyond standard contact fields:
Assign and Manage Tags Across Contacts
Tags act as colorful labels to instantly classify customers. Apply them: 1) Manually inside contact profile; 2) In bulk via contact checkboxes; 3) Automatically through Automation workflows or Chat intent triggers.
Build Intelligent Dynamic Segments
Unlike static lists, Dynamic Segments recalculate membership every 10 minutes based on criteria. Example: 'Tag = VIP AND Link Clicked in last 15 days AND State = NY'. You can also use AI Natural Language Search (e.g. 'leads with no purchase for 30 days and open deals') to generate filters instantly.
🚨Critical Safety Rules & Ban Protection
- 🛡️Segmentation is Primary Ban Protection: Sending targeted messages only to tagged interested segments drops spam complaints by over 80% compared to full-base blasts.
- 🛡️Sunset Inactive Policy: Build a segment for contacts with zero engagement in 90+ days. Stop WhatsApp outbound to them and use email for re-engagement.
❓Frequently Asked Questions & Troubleshooting
P:What is the difference between Lists and Dynamic Segments?
Lists are static snapshot collections. Dynamic Segments are live filters that auto-add newly matching contacts and auto-remove those who no longer meet criteria.
P:Can I inject custom fields into campaign templates?
Yes! Any custom field can be interpolated as a template variable such as {{contact.custom_fields.city}} or {{contact.custom_fields.due_date}}.