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Best practicesAvailable5 min read · updated 2026-07-28

Organising contacts

Attributes, tags and hygiene rules that keep segmentation useful over time.

Attributes vs tags

UseAttributesTags
NatureFacts that are always true (city, plan, language)States and observations (churn-risk, vip, demo-booked)
CardinalityOne value per contactMany per contact
Good forPersonalisation variablesSegmentation and reporting

Hygiene rules

  • Agree a tag vocabulary before anyone starts tagging
  • Store phone numbers in E.164 format
  • Record where and when consent was captured
  • Review unused tags quarterly and delete them
5 min read