Lead Segmentation and Tags

Why segment leads?

Sending the same email to all leads wastes potential. Segmenting by quiz answers lets you send:

• "Oily skin" leads → oil-control product emails
• "Anti-aging" leads → retinol and peptide campaigns
• "Budget-conscious" leads → sale and value-focused emails

Automatic tagging

1. Go to Quiz > Answer Options > [Answer] > Lead Tags
2. Add one or more tags (e.g., skin:oily, concern:acne, budget:low)
3. These tags are applied to every lead who selects that answer

Tags sync to Klaviyo, Mailchimp, and other integrations as custom properties or list tags.

Manual tagging

From the Leads list, select one or more contacts and click Tag > Add Tag.

Using tags in integrations

In Klaviyo: tags appear as profile properties you can use in Segments and Flows.

In Mailchimp: tags sync as audience tags, usable in campaigns and automations.

Removing tags

Tags can be removed manually from a lead's profile or in bulk via the Leads export/import workflow.