Segments & tags

Tags and segments are the two tools you use to organize your audience so you can send the right message to the right people. They sound similar but do different jobs — this guide makes the difference clear.

Tags vs. segments

Think of a tag as a sticky label you put on an individual contact — "customer", "webinar-attendee", "vip". You add and remove tags manually (or through automations), and a contact can have as many as you like.

A segment is a group of contacts. Rather than labeling one person at a time, a segment gathers everyone who matches a description — for example, "everyone tagged customer who opened an email in the last 30 days." You send campaigns to segments, not to tags directly.

Static vs. dynamic segments

Segments come in two flavors, and choosing the right one matters.

• Dynamic segments update themselves. You define rules, and BlueyEmail keeps the membership current — people join the moment they match and drop off when they no longer do. Perfect for living groups like "engaged in the last 30 days."
• Static segments are a fixed snapshot. They capture whoever matches at the moment you create them and then never change on their own. Great for a one-time export or a frozen list, like "everyone who attended the March webinar."

Build a dynamic segment

Open Segments and click New segment. Here's how to build a dynamic one from rules.

1. 1

   Open Segments → New segment

   The Create Segment dialog opens.

2. 2

   Name it clearly

   A Segment Name like "Engaged customers" saves confusion later.

3. 3

   Keep Dynamic Segment on

   The Dynamic Segment checkbox is on by default — it keeps the membership fresh as people match or stop matching. Uncheck it for a fixed, static list.

4. 4

   Add your rules

   Choose Match ALL (AND) or Match ANY (OR), then add conditions with + Lead property and + Email engagement. For example: Tag contains customer AND has opened an email in the last 30 days.

5. 5

   Read the preview

   Each engagement rule reads back as a plain-English sentence — check it does what you expect.

6. 6

   Save

   Click Create Segment. It starts filling immediately and updates on its own from then on.

Target a campaign at a segment

Once a segment exists, sending to it is simple.

1. 1

   Create or open a campaign

   Head to your campaign and go to the recipients step.

2. 2

   Choose your segment as the audience

   Pick the segment from the list instead of your whole contact base.

3. 3

   Review the recipient count

   BlueyEmail shows how many active contacts will receive the send.

4. 4

   Send or schedule

   For a dynamic segment, membership is evaluated at send time, so you always reach the current members.