# Use the Contacts List efficiently

Section: Contacts & Leads

Description: Tag your customers, filter your contacts list, save filters as segments, delete segments and fill segments automatically with a flow.

Verified against Tidio panel 12.304.0

Last updated: 2026-11-05

Source: https://help.tidio.com/articles/contacts-list-efficiently/

Effectively managing your contact list is crucial for optimizing your business. In this article, we will explore various techniques and features to help you make the most out of your contact list. Be sure to check out our related article on [The Contacts List](<https://help.tidio.com/articles/contacts-list/>) for additional information.

 



 

**In this article, you'll learn:**

 

- [How to tag your visitors](<https://help.tidio.com/articles/contacts-list-efficiently/#tag-your-visitors>)
- [How to search for visitors from the list](<https://help.tidio.com/articles/contacts-list-efficiently/#search-for-visitors-in-the-list>)
- [How to create segments](<https://help.tidio.com/articles/contacts-list-efficiently/#create-segments>)
- [How to populate segments automatically](<https://help.tidio.com/articles/contacts-list-efficiently/#populating-segments-automatically>)

 



 



 

## Tag your visitors



[Video](<https://help.tidio.com/article-media/contacts-list-efficiently/walkthrough.mp4>)



Silent walkthrough. Filter contacts by country and consent, save a segment, and see how to delete it.

 



 

Tagging your visitors allows for quick and easy identification in the Contacts list. During [live chat conversations](<https://help.tidio.com/articles/live-chat-conversations/>) in the **Inbox**, you can attach special tags to your customers: in the customer's details on the right, find **Customer tags** and use **Add customer tag**.

 



 

![A live conversation in the Inbox with the customer's details on the right, the Customer tags section showing two tags (e.g. "vip" and "follow-up") and the Add customer tag field open with "newsletter" typed in](<https://help.tidio.com/article-media/contacts-list-efficiently/66.1.png>)

 



 



 

You can also tag tickets in your Help Desk, using the **Add ticket tag** option:

 



 

![The ticket Info panel has "Add ticket tag..." outlined below handling time and SLA.](<https://help.tidio.com/article-media/contacts-list-efficiently/legacy-15280148547100.webp>)

 



 



 

Ticket tags stay with the ticket itself, while customer tags belong to the contact - and those are the ones you'll see in the **Tags** column of your contacts list.

 

This option proves useful when you need to identify visitors you should follow up with via email or prioritize for future interactions.

 



 



 

## Search for visitors in the list

 



 

You can utilize **filters** to search for specific groups of visitors in your contact list. Head over to the **Customers** section, open the **All contacts** segment under **Segments**, and click on **Add filter** above the list. You can filter by **Name**, **City**, **Email**, **Email consent**, **Created at**, **Channel**, **Phone**, **ID**, **Country**, **Browser language**, **Tag** and **Contact Property**:

 



 

![Customers \> All contacts with the Add filter dropdown open above the list, showing Name, City, Email, Email consent, Created at, Channel, Phone, ID, Country, Browser language, Tag and Contact Property, each with its icon](<https://help.tidio.com/article-media/contacts-list-efficiently/66.2.png>) All contacts with the Add filter dropdown open above the list, showing Name, City, Email, Email consent, Created at, Channel, Phone, ID, Country, Browser language, Tag and Contact Property, each with its icon" width="801" height="357" loading="lazy" decoding="async"\>

 



 



 

If you want to search for tagged visitors, select the **Tag** filter. Then, choose whether you want to look for or exclude the tagged contacts (**is** or **is not**). Select the tag you need and click **Apply**.

 

Once you've added two or more filters, choose whether you're looking for contacts **That match all filters** or **That match any filter**.

 



 



 

## Create segments

 



 

If you'd like to group certain contacts (to export their details, for instance) - you can create a custom **segment**. To do that, choose which contact you'd like to add by adding filters to the list of all contacts.

 

In this example, we want to segment all contacts whose country is Ireland and, at the same time, they have unsubscribed at some point:

 



 

![The contact filters match all conditions, with "Country is: Ireland" and "Email consent is: Unsubscribed", alongside "Save as segment".](<https://help.tidio.com/article-media/contacts-list-efficiently/legacy-13305703164316.webp>)

 



 

💡

 

**Please note:** creating segments is only possible by using filters - you can't pick contacts for a segment by hand. A segment saves your filters, not a fixed list of people, so contacts who match the filters later on join the segment by themselves.

 



 



 

Once you set all the filters, click on **Save as segment** (it becomes active as soon as you've added at least one filter). Type in a name for your segment under **Name your segment**, and hit **Save**:

 



 

![The contacts list with two filters applied (Country is Ireland, Email consent is Unsubscribed) and the Save as segment dropdown open, showing the Name your segment field with "Ireland - unsubscribed" typed in and the Save button](<https://help.tidio.com/article-media/contacts-list-efficiently/66.3.png>)

 



 



 

The new segment will appear on the left in your contacts panel, available for you to access at any time:

 



 

![The Contacts sidebar shows a saved "Unsubscribed in Ireland" segment containing one contact.](<https://help.tidio.com/article-media/contacts-list-efficiently/legacy-13305728736796.webp>)

 



 



 

To delete a segment, move your mouse onto the segment's name and a trash can icon will appear. Click on the icon, and confirm with the **Delete** button in the **Delete segment** window. Deleting a segment doesn't delete the contacts in it. The **All contacts** and **Subscribers** segments can't be deleted.

 



 

![The "Unsubscribed in Ireland" segment displays a trash can icon beside its name.](<https://help.tidio.com/article-media/contacts-list-efficiently/legacy-13305703181084.webp>)

 



 



 

### Populating segments automatically

 



 

If you'd like to hire your flow to do all the dirty work for you and save all the email addresses into segments automatically, you can do that in a few simple steps:

 



 

**1.** First of all, you should create the **Contact Property** you need (if it doesn't already exist). You can read more about doing so in [this article](<https://help.tidio.com/articles/contact-properties/>). In this example, we'll be using the **Has purchased** property, in order to segment customers who have completed a purchase.

 

**2.** Add the Contact Property filter in the contacts list and set the value you need:

 

![The Contact Property filter selects "Has purchased" with the "is" condition and the value "yes".](<https://help.tidio.com/article-media/contacts-list-efficiently/legacy-13305728744476.webp>)

 



 

**3.** Save your new segment and provide a name that is appropriate:

 



 

![The "Save as segment" popup names the segment "Has purchased" for contacts whose has\_purchased property is "yes".](<https://help.tidio.com/article-media/contacts-list-efficiently/legacy-13305703190172.webp>)

 



 



 

**4.** Create a flow that collects an email address from visitors (as this is necessary for new contacts to be created in your list) and then applies the Contact Property you want. You'll need to use the **Update contact property** action for that; here's what it can look like:

 



 

![The "Update Contact Property" node is configured to set "Has purchased" to "yes".](<https://help.tidio.com/article-media/contacts-list-efficiently/legacy-13305703197212.webp>)

 



 



 

Done\! Now the contacts collected by this flow will automatically save into your new segment as well. That's because a contact is getting the Contact Property (and value) you specifically selected for your segment, ensuring they will be immediately listed in that segment.

 



 

![The saved "Has purchased" segment is selected in the sidebar and lists one contact.](<https://help.tidio.com/article-media/contacts-list-efficiently/legacy-13305728757276.webp>)

 

## Further reading

 

- [The Contacts List](<https://help.tidio.com/articles/contacts-list/>)
- [Import Contacts into Tidio](<https://help.tidio.com/articles/import-contacts/>)
- [Contact Properties](<https://help.tidio.com/articles/contact-properties/>)