Automatic tags let you instantly group contacts and run focused campaigns without manual list work.
Key Facts
- 1Tags like Commercial and Residential are created automatically based on rules you set.
- 2You can filter contacts by tag and send tailored messages to each group.
- 3No manual list building — saves hours each week.
- 4Result: higher email open rates and more qualified leads.
The Problem
You spend hours building and updating contact lists. When you need to target only homeowners or commercial clients, you manually filter or create separate spreadsheets. This extra work leads to missed opportunities and errors.
Manually managing lists also means you can’t quickly send a special offer to just one group, like “Roofing leads” or “Dental patients”.
How It Works
The system automatically adds tags such as Commercial or Residential when a contact’s information matches a rule you set.
Once the tags exist, you can filter your contacts and send email campaigns that speak directly to each group.
No extra steps are required — your contacts are ready to be targeted as soon as the tag is created.
What It Means for You
You’ll see higher open rates because your messages feel personal and relevant.
Time saved on list management lets you focus on closing deals instead of data entry.
Predictable growth comes from consistently reaching the right audience with the right offer.
Getting Started
Log into your AI Business Sites dashboard and go to the CRM section.
Open the Contact tab and click “Manage Tags” to set up rule‑based tags for Commercial, Residential, or any category you need.
Once tags are active, create a new email campaign, choose the tag as your audience, and let the system deliver the message automatically.
Frequently Asked Questions
How does the system know which tag to apply?
Can I send different messages to each tag?
The Bottom Line
Tag‑based segmentation lets you automatically group your contacts and run targeted campaigns without manual list work.
This saves time, improves email performance, and helps you close more deals by reaching the right prospects with the right message.