Tags e Segmentos

3 min de leitura

Tags and segments are powerful organizational tools in SalesSheet.ai. Tags let you label contacts with keywords for quick categorization, while segments use sophisticated filters to create dynamic groups based on any combination of contact attributes, activities, and custom fields.

Contato tags and segment builder with filters

Visao Geral

Tags vs. Segments: What's the Difference?

Tags and segments overview showing colored tag labels on contacts alongside saved dynamic segment filters

Understanding when to use tags versus segments helps you organize contacts effectively.

Tags are for:

Manual categorization: You apply tags to contacts one-by-one or in bulk
Simple labels: "VIP", "Trade Show Lead", "Webinar Attendee", "Competitor"
Static grouping: Tags stay until you remove them manually
Quick visual markers: See tags at a glance on contact cards

Segments are for:

Automatic grouping: Contatos are added/removed based on criteria
Complex logic: "Enterprise contacts in California with no activity in 30 days"
Dynamic updates: Segment membership changes as contact data changes
Analysis and reporting: Track how many contacts meet certain criteria over time

You can use both together. For example, tag contacts as "Trade Show" when you meet them, then create a segment of all tagged "Trade Show" contacts who haven't been contacted in 7 days for follow-up.

Passo 1

Creating and Applying Tags

Contato detail page showing the Tags field where you can type to create or select existing tags

Tags are simple to create and apply to contacts, either individually or in bulk.

Creating tags on the fly:

Open any contact detail page
Click in the "Tags" field
Start typing a tag name
If the tag exists, select it from the dropdown
If it's new, press Enter to create and apply it
The tag is now created and can be reused on other contacts

Applying tags in bulk:

Go to the Contatos list
Check the boxes next to contacts you want to tag
Click "Add Tag" in the bulk actions toolbar
Select an existing tag or create a new one
Click "Apply" to tag all selected contacts

Using AI to tag contacts:

Ask the AI: "Tag all contacts from Acme Corp as 'Enterprise'"
Or: "Add the 'Hot Lead' tag to Sarah Johnson"
The AI can apply tags based on criteria you describe

Tag naming best practices:

Keep tags short and descriptive: "VIP" not "Very Importante Person"
Use consistent naming: decide on "Webinar-Q1" vs "Q1 Webinar" and stick to it
Don't over-tag - too many tags become meaningless
Consider using prefixes for categories: "Source: Referral", "Source: Website"

Passo 2

Managing Tags

Settings Tags page showing all tags with usage counts, rename, merge, and delete options

Keep your tag system organized as your database grows.

Viewing all tags:

Va para Configuracoes → Tags
See a complete list of all tags with usage counts
Sort by most used, recently created, or alphabetically

Renaming tags:

In Settings → Tags, click on any tag name
Edit the name
All contacts with this tag will automatically show the new name

Merging duplicate tags:

If you have "Trade Show" and "TradeShow" as separate tags
Select both tags in Settings → Tags
Click "Merge Tags"
Choose which name to keep
All contacts with either tag will now have the merged tag

Deleting tags:

Clique no botao trash icon next to a tag
Confirm deletion
The tag is removed from all contacts (contacts are not deleted)

Passo 3

Building Segments with Filters

Segment builder with filter conditions applied, showing matching contacts in the grid below

Segments let you create sophisticated groups based on any combination of contact data.

Creating a segment:

Go to the Contatos list
Click "Add Filter" above the list
Choose a field to filter by (company, tag, custom field, etc.)
Select a condition (equals, contains, greater than, etc.)
Enter the value to match
Add additional filters as needed
Click "Save as Segment" and give it a name

Available filter conditions:

Text fields: equals, contains, starts with, ends with, is empty
Number fields: equals, greater than, less than, between
Date fields: equals, before, after, in the last X days, in the next X days
Dropdowns: is, is not, is any of
Tags: has tag, doesn't have tag, has any of, has all of

Combining filters with AND/OR logic:

AND logic: Contato must match ALL filters (default)
OR logic: Contato matches ANY filter
Click "Advanced" to switch between AND/OR or create complex nested logic
Example: (Industry = "Software" OR Industry = "SaaS") AND (Employee count > 100)

Passo 4

Using Segments for Bulk Actions

Contatos list with multiple rows selected and the bulk actions toolbar showing tag, email, and export options

Once you've created segments, you can take action on the entire group at once.

Actions you can perform on segments:

Bulk email: Send a campaign to everyone in the segment
Apply tags: Add tags to all contacts in the segment
Update fields: Change a field value for all contacts
Export: Download segment members as CSV
Assign owner: Assign all contacts to a team member
Add to sequence: Enroll segment in an automated email sequence

How to perform bulk actions:

Open a saved segment from the Contatos view dropdown
Click "Select All" to select all contacts in the segment
Choose an action from the bulk actions toolbar
Configure the action details
Review the preview showing how many contacts will be affected
Click "Apply" to execute the action

Example segment use cases:

"Inactive Leads": Last contacted > 30 days ago + Lead status = Open → Send re-engagement email
"Enterprise Prospects": Empresa size > 500 employees + No deal → Assign to enterprise sales rep
"Renewal Soon": Contract end date in next 60 days → Tag as "Renewal" and create follow-up task
"High Value Engaged": Lead score > 80 + Opened email in last 7 days → Add to demo request sequence

Passo 5

Smart Segments and Activity-Based Filters

Advanced segment builder combining activity-based filters like email engagement and last contact date with contact attributes

Advanced segments can filter based on activity history and engagement patterns.

Activity-based filters:

Last contacted date (before/after specific date, in last X days)
Number of emails sent/received
Number of calls logged
Has/hasn't opened emails
Has/hasn't clicked email links
Has/hasn't attended meetings

Engagement segments examples:

"E-mail engaged": Opened email in last 14 days
"Cold contacts": No activity in last 90 days
"Active conversations": Received email from contact in last 7 days
"Meeting attendees": Attended meeting in last 30 days

Combining data and activity:

Industry = "Healthcare" AND Opened email in last 7 days
Lead score > 70 AND No call logged
Tag = "Trade Show" AND Last contacted > 5 days ago

Dica Pro

Create a segment for each stage of your sales process, then save them as permanent views. For example: "New Leads (Uncontacted)", "Qualified (Needs Follow-up)", "Demo Scheduled", "Proposal Sent". Check these segments daily as part of your routine. This creates a kanban-style workflow using segments instead of a traditional pipeline view, which works great for contact-centric sales processes.

O que Esperar

After setting up tags and segments, you should see:

Tags appearing as colored labels on contact cards and in lists
Segment counts updating in real-time as contacts meet or stop meeting criteria
Saved segments appearing in the view dropdown for quick access
The ability to filter contacts by tags using the tag filter
Bulk action toolbars enabling actions on selected contacts or entire segments
Export files containing segment membership data

Solucao de Problemas

My segment count seems wrong. Why doesn't it match what I expect?

First, review each filter in the segment to ensure the logic is correct. Common issues: using AND when you meant OR (AND is more restrictive), date filters being off by one day, or case-sensitive text filters not matching. Click into the segment to see the actual contacts and compare them to your expectations. You can also try rebuilding the segment step-by-step, adding one filter at a time and checking the count after each addition to see where it diverges from your expectations.

Can I create a segment of contacts who have a specific tag?

Yes, absolutely. Create a new filter, choose "Tags" as the field, select "has tag" as the condition, and pick the tag name. This combines the simplicity of tags with the power of segments - you can add additional filters to further refine the group. For example: has tag "Webinar" AND Empresa size > 100 employees.

I tagged a bunch of contacts by mistake. How do I remove the tag from all of them?

Create a segment filtering for that specific tag, select all contacts in that segment, then use the bulk action "Remove Tag" and choose the tag you want to remove. This will strip the tag from all selected contacts at once. Alternatively, if you want to completely delete the tag from your system, go to Settings → Tags and delete it - this removes it from all contacts.

How do I create a segment for contacts I haven't emailed in the last month?

Create a filter with: "Last email sent" → "more than X days ago" → enter "30". This will show all contacts who haven't received an email from you in over 30 days. You can refine this further by adding filters like "Lead status = Open" to exclude closed/lost leads, or "Owner = Me" to see only your contacts. Save this as a segment called "Needs Follow-up" for regular checking.