Segmenting Your Contacts
Send each campaign to the people it is meant for, not your whole list.
Segment contacts in BizBotify with tags and smart filters. Tag contacts from the list or the contact drawer, then in a campaign's Recipients step choose Tags, or Filter Contacts to build rules that match all or any of them, such as tags, a birthday, inactivity, the newest enquiry's stage or temperature, or any card's stage.
How to do it
Tag contacts
In Contacts, search or filter by tags or owner, tick the contacts (the header checkbox selects the current page) and click Add tag in the bar at the bottom. Tags are saved in lowercase.
Tag automatically
Add an Update Tags block to a chatbot flow to add or remove tags based on answers, use a workflow's Update tags step (for example, tag each new enquiry by its Source), or tag on import.
Target a campaign
In a broadcast, on the Recipients step choose Tags, or Filter Contacts to combine rules with Match all of these or Match any of these.
Frequently asked questions
How do I send a WhatsApp campaign to a group of customers?
Tag them (or build a filter), then choose Tags or Filter Contacts on the Recipients step of a BizBotify broadcast.
Can tags be added automatically?
Yes. Chatbot flows can add or remove tags with the Update Tags block, and imports can tag everyone they bring in.
What can smart filters use?
The same checks as a workflow's Only if: contact fields and tags, dates such as a birthday coming round, inactivity, the newest enquiry's stage or temperature, and any card's stage. Match all of them or any of them.