Tags & Views: Name Cards for Customers + One-Click Audience Filtering

Customer list keeps growing, and you can't find the right people when emailing? Two tools fix this 👇

Tool	One-liner	Example
🏷️ Tags	Stick a static name card on each customer — describes "who they are"	English-USA-inflatable-kayak-distributor
👀 Views	Create dynamic filters — answers "who to find"	"All inflatable-kayak distributors in the USA"

🔑 Memorize: 1️⃣ Tags answer "Who is this?" → 2️⃣ Views answer "Who am I looking for?"

Master both and your customer database stays organized no matter how big it gets — focus your energy on closing deals.

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🗺️ The big picture: Tags → Views → Email Sequence

One diagram: how Tags → Views → Email Sequences work together:

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🏷️ 1. Master Customer Tags (precise profiles)

A good tag is like a content-rich name card — letting you understand a customer at a glance.

Core method

• Tags describe static attributes (which country / which product / what role)
• Ongoing, automated marketing tasks are handled by 📚 Email Sequences

1️⃣ The "Golden Formula" for tags

Strongly recommend a unified format — keeps things tidy and filterable.

🌟 Recommended formula: language - country - product/industry - supply-chain role

(Matches the v2 main golden formula)

#	Your business	Customer segment	Recommended tag
1️⃣	CNC machining	German auto factories	German-Germany-auto-parts-factory
2️⃣	Inflatable kayaks	US water-sports distributors	English-USA-inflatable-kayak-distributor
3️⃣	Engineering equipment	Brazilian engineering importers	Portuguese-Brazil-engineering-equipment-importer

Why this order?

• Precise sending: See German tag → use the German email template
• Market segmentation: Want to send holiday greetings to all US customers? Filter tags containing USA
• Content customization: Want to push new agency policies to all distributor customers? Filter the distributor tag

Why this order?

Language first → quickly filter templates by language (all "German" customers share the same German cold-email template); Country next → segment by region for timezone and holiday campaigns; Product / role last → these dimensions suit "audience segmentation" better, not first-pass filtering.

2️⃣ Tag groups: Customer / Intent / Risk

For cleaner management, slot every tag into one of three groups:

#	Group	Use	Example tags
1️⃣	Customer (core)	Describe important customer attributes — built with the "Golden Formula"	English-USA-engineering-equipment-importer
2️⃣	Intent	Mark the customer's follow-up state — read the "temperature"	💬 Inquiry / 📦 Sample sent / 💰 Closed
3️⃣	Risk	Mark people to exclude to avoid useless outreach	❌ Competitor / 🚫 Unsubscribed / ⛔ Other

Tag-and-group structure example

🏷️ Tags & 📁 Groups
├── 📁 Customer (who they are)
│   ├── 🏷️ German-Germany-inflatable-kayak-distributor
│   ├── 🏷️ English-USA-engineering-equipment-importer
│   └── ... (other descriptive tags)
├── 📁 Intent (follow-up state)
│   ├── 🏷️ 💬 Inquiry
│   ├── 🏷️ 📦 Sample sent
│   └── 🏷️ 💰 Closed
└── 📁 Risk (to exclude)
    ├── 🏷️ ❌ Competitor
    ├── 🏷️ 🚫 Unsubscribed
    └── 🏷️ ⛔ Other

3️⃣ How to create and manage tags

Two ways to create:

• Way 1: On the Contacts page, click 【New】 in the tag-filter dropdown
• Way 2: Go to 📚 Tag Management page — create and manage all tags + groups in one place

After clicking 【New】, a form pops up — fill in tag name / group / color and confirm:

Manage tags: open 📚 Tag Management to edit / move / count / delete existing tags and keep the tag library clean.

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👀 2. Master Contact Views (smart audience filtering)

Core value

• Tags are static name cards; views are dynamic filters
• Biggest use: find a group of people fast, or exclude a group fast when sending blasts
• Set once, reuse forever

1️⃣ Create and manage views

• New view: open Contacts → click 【Create View】 in the top-right
• Manage views: pin common views at the top for fast switching; drag-sort and set the most important as default

2️⃣ Set view filter conditions

The core feature. One or more conditions to filter customers.

Understand "AND / OR" logic — don't mix them up:

Logic	Meaning	Result
AND	Customer must satisfy all conditions simultaneously	Stricter → fewer results
OR	Customer needs to satisfy any one condition	Broader → more results

3️⃣ 4 super-useful view examples

4 ready-to-use views — just set them up 👇

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① Intent Customer Exclusion View

• 🎯 Use: Auto-exclude customers with progress when sending cold emails — avoid bothering them, looks more professional
• ⚙️ Setup:
  • Condition: Tag contains any of 💬 Inquiry / 📦 Sample sent / 💰 Closed
  • Logic: OR

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② Risk Customer Exclusion View

• 🎯 Use: Exclude risky customers during blasts — protect your sender reputation and don't waste quota
• ⚙️ Setup:
  • Condition: Tag contains any of ❌ Competitor / 🚫 Unsubscribed / ⛔ Other
  • Logic: OR

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③ No-Send Email Exclusion View

• 🎯 Use: Auto-strip emails you don't want to market to (domestic mailboxes / functional inboxes / government bodies) — lift marketing precision
• ⚙️ Setup (more conditions but super useful):
  • Email starts with hr@; noreply@; marketing@; jobs@; customerservice@
  • Email ends with qq.com; 163.com; aliyun.com; 263.com; 88.com; 188.com
  • Email ends with .cn; .tw; .hk; .in
  • Email contains .gov; .org; .edu
  • Logic: OR (any match excludes)

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④ Read Customer Follow-Up View

• 🎯 Use: Surface "warm" customers in a specific segment who are interested in your product — follow up more frequently
• ⚙️ Setup:
  • Condition 1: Read count greater than 0 (≥ 1 read = seen it)
  • Condition 2: Tag contains any of English-USA-engineering-equipment-distributor
  • Logic: AND

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🚀 3. Real-World Exercise (theory → action)

You've got the theory — now simulate a real business scenario 👇

🎯 Your goal: Launch an email sequence sending cold emails automatically and continuously to all English-region inflatable-kayak distributors.

✅ Steps:

Step 1: Confirm tags

Make sure target customers are correctly tagged — English-USA-inflatable-kayak-distributor / English-UK-inflatable-kayak-distributor / English-Australia-inflatable-kayak-distributor, etc.

Step 2: Create the target view

• New view named English-Inflatable-Kayak-Distributor
• Set filter: Tag contains any of the 3 country tags above
• Logic: OR
• Save view → all qualifying customers are pooled

Step 3: Use the view in an email sequence

• Follow the 📚 Email Sequence tutorial → open 🌍 Email Sequence → new sequence
• In the sequence, click Add Contacts → pick the view English-Inflatable-Kayak-Distributor

🎉 Done! The system auto-sends cold emails regularly to your targets while smartly avoiding customers with progress or risk. Precise, efficient, fully automated.

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📋 Pitfalls to avoid

Pitfall	Consequence	How to avoid
🔴 Tagging dates (e.g. 0711)	Tag library gets messier — months later you lose the logic	Tags describe "who they are" — time belongs to email sequences
🔴 Stacking 10+ tags on one customer	View-filter logic gets confused, over-marketing	3–5 core tags per customer is enough
🟡 Forget to set "AND / OR" in views	Results don't match expectations	Strict → "AND", broad → "OR" — always confirm logic when multiple conditions
🟡 No "Intent / Risk" exclusion before blast	Closed customers get bothered / competitors receive cold emails	Apply Intent exclusion + Risk exclusion views before every blast
🟡 Excluding all info@ / sales@	Miss SMB owner emails	These emails don't consume points — send freely (see FAQ)

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❓ FAQ

Q1: Why not include specific dates (like 0711) in tags?

Tags describe "who they are", not "when to contact". Specific send timing and follow-up cadence belong to automated 📚 email sequences. This keeps the tag system permanently clean.

Q2: Is it still worth emailing info@ or sales@ accounts?

Very much so! For SMBs, these inboxes are often managed by the owner or a key decision-maker. Don't exclude them. Even better: in Laifaxin, these emails don't consume quota — send freely.

Q3: Should I send on weekends or holidays?

Depends on the customer's work habits. Use scheduled send or send window features in 📚 email blasts or 📚 email sequences to time emails for the customer's local business hours — works better.

Q4: How many tags per customer?

3–5 core tags is enough, covering "Customer group + Intent group". Too many causes management chaos and hurts view filtering.

Q5: Can I batch edit tags?

Yes. Open Contacts → check multiple customers → top 【Batch Operations】 → 【Edit Tags】. See 📚 Manage Contacts · Batch Operations.

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💡 Study tips

First time with this system feels complex? Normal — don't aim for perfection day 1:

1. Week 1: Use the "Golden Formula" to tag existing customers with their identity card
2. Week 2: Build the Intent + Risk exclusion views, apply before blasts
3. Week 3: Add the target view, hook into email sequences for automation
4. Week 4: Add the read-follow-up view, surface "warm" customers for high-frequency follow-up

Steady ramp — customer management gets easier over time.

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📚 Related features

Topic	Link	Description
📥 Add contacts	add-contacts	3 ways: bulk import / manual entry / save from search
📋 Manage contacts	manage-contacts	View & edit individuals + batch operations in 3 steps
📚 Email sequence	email-sequence-guide	Multi-touch automation, pair with views for audience
📧 Email blast	email-mass-sending	One-off precise blasts, pair with views to exclude blacklists
🏷️ Tag management	tag-management	Deep dive on tag groups, creation, editing, stats
🚀 v2 Golden formula	03-save-and-tag#golden-formula	Source of the tag formula — applied at save time

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