Why tags matter
As your client list grows, you need a way to organize and find people quickly. Tags are simple labels you attach to client records to categorize them however makes sense for your business. Segments take it further by combining tags and filters into reusable groups.
Using tags
- Create tags for session types (wedding, portrait, newborn), referral sources (Instagram, word of mouth, Google), locations (downtown, beach, studio), or client status (VIP, past client, lead).
- Apply multiple tags to a single client. A client can be tagged as both "wedding" and "VIP" and "2025."
- Add tags when creating a client or edit them anytime from the client profile.
- Remove tags that are no longer relevant without affecting the client record.
Creating segments
Segments are saved filters that group clients by one or more criteria. Instead of manually searching every time, you build a segment once and it stays current as clients are added or updated.
- Tag-based segments — All clients with a specific tag, like "wedding" or "2025."
- Combined filters — Clients tagged "portrait" who also have a booking in the last 6 months.
- Quick access — Saved segments appear in your CRM sidebar for one-click filtering.
Using tags for targeted communication
Tags and segments become powerful when combined with creavio's communication tools. Want to send a holiday mini session announcement to past portrait clients? Filter by the "portrait" tag and send a targeted email. Want to offer a loyalty discount to clients who've booked three or more times? Build a segment for repeat clients and message them directly.
Best practices
- Keep your tag naming consistent. Decide on a convention (lowercase, no special characters) and stick with it.
- Don't over-tag. Five to ten meaningful tags are more useful than fifty rarely-used ones.
- Review and clean up tags quarterly to remove duplicates and outdated labels.
- Use segments instead of manual searches whenever you find yourself looking for the same group twice.