Setup Segments & Tags At Platformly

00:00 Platformly allows you to create and use both segments and tags. Not sure what those are and how to use them? This short video will help you get a better understanding and benefit from these simple yet powerful features.

00:18 Let’s start with segments. Segments are like lists. For example, if you run a SaaS business, you could have the following subscription plans: Premium Active, Ultimate Active, Ultimate Canceled, Premium Canceled, Refunded, etc. If an active member cancels his subscription, he could be automatically moved from the "Active Members" segment to the "Cancelled Members" segment. If he is refunded, he could be automatically moved to the "Refunded Members" segment. Segments, as the name suggests, allow you to segment your audience and deliver personalized experiences. For example, you could set up an email sequence for your active members, another one for canceled members and so on.

01:05 To create a segment, go to Contacts, Segments, and create a New Segment. What about Tags?

01:17 Tags are for extra information regarding your contacts. For example, if you sell SEO software, your clients could be agencies, affiliates, etc. Tags are like another layer of segmentation. They allow you to further segment your audience and deliver even more personalized experiences. Those are just basic examples. There are of course plenty of other, different ways to use segments and tags. You are only limited by your imagination. To create a tag, go to Contacts, Tags and create a New Tag here.

Updated on: 16/01/2020