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Understanding Filters, Saved Filters & Tags

Written by Support Team

The Audience Manager helps you organise your contacts using filters, saved filters, and tags. Each serves a different purpose, and knowing the difference will help you manage your audience efficiently for campaigns, exports, and reporting.


Filters

Filters are temporary rules applied to your contact list to view a specific audience.

  • Applied temporarily; results aren't saved when you navigate away.

  • Ideal for one-time views or analysis

Examples:

  • Contacts who purchased tickets to a specific event

  • Contacts subscribed to a marketing list

  • Contacts who spent over $100 on tickets


Saved Filters

Saved Filters (previously called segments) are named, reusable filters.

  • Automatically update as contacts meet or no longer meet the criteria.

  • Can be edited, renamed, or deleted.

  • Can be used across the platform to apply to segment messaging lists, sync to paid ads and reporting.

Examples:

  • Signed up for campaign but not purchased a ticket

  • Spent over $500 on tickets


Tags

Tags are manual labels applied to contacts.

  • Do not update automatically - a tag stays on a contact until removed.

  • Can be grouped, merged, or marked as favourites for easier organisation.

  • Ideal for manual audience management or highlighting special characteristics.

Examples:

  • Genre preference (e.g. “Dance Music”)

  • Internal organisation (e.g. "Old Database")


Filters vs Saved Filters vs Tags

Feature

Filter

Saved Filter

Tag

Auto-update

Can edit rules

Ideal for

One-time views

Creating Audience Segments

Manual organisation


Next steps

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