Kit: Create tags and segments

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Business Growth Strategic Advisors·Mar 2025

Demo summary

Demonstrates creating tags to differentiate groups and building segments using tag filters.

Step-by-step

Navigate to the subscriber section
Click the Create a Tag link
Enter a tag name and click Save
Click Create a Segment
Enter a segment name
Click Add Filter and select Tags
Select the specific tags to include in the segment
Click Add Filter then click Save

Watch out for

You must have tags in place before you begin adding or importing subscribers

Tips

Use tags as the primary way to differentiate different groups of individuals within your email list
Set up both tags and segments first to make the subscriber addition process easier

Highlights

“once we have tags and segments it will then be easier to begin adding subscribers”

All demos from “Best Email Marketing Course: The Ultimate ConvertKit Tutorial for Business Growth”

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Watch “Best Email Marketing Course: The Ultimate ConvertKit Tutorial for Business Growth” →

Tag & manage subscribers

7:571:48Create tags and segmentsCurrentDemonstrates creating tags to differentiate groups and building segments using tag filters.Business Growth Strategic Advisors
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