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Segment Contacts with Source Tags

Learn how you can segment your contacts based on the acquisition source

Ira avatar
Written by Ira
Updated over 2 weeks ago

When contacts are added to your Omnisend account, a source tag is typically assigned to help identify where each contact came from. These tags are useful for organizing your audience, tracking acquisition channels, and creating targeted segments.

In this article, you'll learn which source tags are assigned automatically, how to add your own, and how to use them effectively for segmentation.


Source Tags in Contact Profile

To check the source tag in a contact's profile page, go to AudienceContacts → search for the contact you'd like to check → click and open the contact profile page → go to the Tags section.

Automatically Assigned Tags

Below is a list of tags that are automatically assigned to contacts in your Omnisend account:

Tag

Definition

source: <store platform>

(e.g., source:shopify)

Assigned when a contact is synced from your store platform. This includes cases where a customer places an order, abandons a cart, creates an account, subscribes through a non-integrated form, or is added manually.

source: form

Assigned when a contact subscribes through a form created or integrated with Omnisend.

source: manual import

Assigned when a contact is imported from a file or added manually.

source: mailchimp

Assigned when contacts are transferred from Mailchimp to Omnisend via API key.

source: yotpo

Assigned when contacts are synced using the Yotpo migration tool in Omnisend.

source: <3rd party platform>

(e.g., source: justuno)

Assigned when a third-party app passes contacts to Omnisend and includes its own source tag.

imported from the file on DD/MM/YY HH:MM:SS

Assigned automatically along with source: manual import when importing contacts from a file.

imported from mailchimp on DD/MM/YY HH:MM:SS

Assigned automatically along with source: mailchimp when importing contacts via API.

Some integrations use platform-specific tags instead of the standard source: format. For example, contacts from Intercom are tagged as intercom: <tag_name>. Some third-party apps also allow custom tagging, resulting in more descriptive tags like justuno: 10%off popup.

Note! If a third-party app integrated with Omnisend is passing contacts without assigning a tag, you may find some untagged contacts in your list.

Manually Assigned Tags

In addition to automatically assigned tags, you can manually add custom tags to help categorize your contacts more precisely. These tags can give further context about how a contact was acquired or their engagement history.

You can assign tags in the following ways:

💡 For example, you might add a tag like source: popup form - free shipping to indicate how the contact subscribed and their discount.

Segmenting Contacts Based on Source Tags

Once your contacts are assigned source or identification tags, either automatically or manually, you can use them to create segments based on their acquisition source.

To do that, go to  Segments Create a segmentCreate from ScratchAdd filterTag is X.

You can either segment contacts based on one tag or several tags:

Tags will be assigned automatically once you adjust your signup forms and automation settings. To keep your account organized, we recommend using tags generously but limiting segments to only those you actively use.


Have any questions? Reach out to our Support Team via in-app chat or at [email protected].

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