Help you track contacts progress through your marketing and sales process.

Should be mutually exclusive and collectively exhaustive (e.g. each contact can only be in one stage at a time and is always in a stage.)

Corresponds to a distinctly different phase in the customer journey- Examples of lifecycle stages include Lead, Trial, Active Member, At Risk, and Churned.- Lifecycle stage transitions can trigger automations, such as sending a welcome email when a client moves from "Lead" to "Member."

Tags are manual labels applied to clients for flexible identification (e.g., "Referral Source: Instagram").

They are ideal for ad-hoc groupings or specific needs, such as marking clients who missed an email.

Tags can also be automated through workflows based on specific actions or form submissions.

Use tags sparingly for specific, manual groupings that instructors or staff need to see (e.g., "Injured," "Under 18").

Avoid mirroring lifecycle stages with tags to prevent complexity and desynchronization.

Groups of contacts that have something in common (e.g. have taken 10+ classes, intro offer purchased, no bookings, etc.)

A contact can be in any number of segments at the same time.

Can be used to break down contacts in the same lifecycle stage even further, but do not have to correspond to a customer journey.- Segments are useful for targeting specific groups with campaigns or automations, such as re-engagement campaigns for clients who haven’t booked in 30 days.- Segments update automatically as clients meet the defined conditions, ensuring dynamic and up-to-date groupings.