Applying Labels and Segments to Subscribers in BotSailor

Labels and Segments are essential tools in BotSailor for organizing, filtering, and targeting subscribers based on their interests, behaviors, actions, or stages in your marketing funnel.

In this guide, you’ll learn:

• What labels and segments are
• Why you should use them
• How to create, assign, manage, and apply them effectively across your bots

What Are Labels in BotSailor?

Labels are simple tags that you can attach to any subscriber to describe or categorize them. Think of them like sticky notes that tell you something meaningful about a user.

Examples:

• “New Lead”
• “Purchased Product A”
• “Webinar Attendee”
• “Needs Follow-Up”

What Are Segments?

In BotSailor, segments are not a separate feature, but are created by combining filters (such as labels, sequences, status, or custom fields) inside the Subscriber Manager. These dynamic groups allow you to:

• Create precise audiences
• Trigger broadcasts or sequences
• Export targeted data

✅ For example, a segment could be:
 All WhatsApp subscribers who are “Subscribed”, have the label “High Intent”, and are not in any sequence.

Why Use Labels and Segmentation?

Applying labels and filtering subscribers into segments gives you superpowers like:

• Highly-targeted marketing: Send personalized broadcasts or campaigns only to relevant users.
• Clean database management: Group inactive or unqualified users for cleanup or reactivation.
• Behavior-based automation: Trigger sequences or actions when a user gets a certain label.
• Retargeting: Easily find and message users who’ve completed one campaign and move them to the next.
• Support tagging: Use labels to indicate who needs human follow-up or agent review.

How to Create and Apply Labels in BotSailor

🔹 Step 1: Go to “Manage Labels”

• From the Subscriber Manager page, click the “Manage” button in the top-right corner.
• Select “Manage Labels”.
• Click the “+ Create Label” button.
• Enter a name (e.g., “Hot Lead”, “Trial User”) and save.

📌 Tip: Keep label names clear and consistent so your team knows how to use them.

🔹 Step 2: Assign Labels to Subscribers

There are multiple ways to assign labels:

Manually (One by One)

• Open Subscriber
• Click on a subscriber’s row to open the profile modal.
• In the “Profile” tab, scroll to the “Labels” section.
• Type or select the label you want to assign.
• Click “Save Changes”.

✅ Bulk Assign (Multiple Subscribers)

• In Subscriber Manager, use filters or search to select your target users.
• Click the checkbox next to each user (or select all).
• From the top-right “Options” dropdown, select “Assign Label”.
• Choose your label and confirm.

Automating Label Assignments

Labels can also be automatically applied through:

• Chatbot Flows: Add a “Set Label” step during conversations.

From this section anyone can add label from live chat

• Input Flows: Based on user responses, you can assign specific labels.

• Sequences: Trigger labels based on sequence completion or user behavior.

Using Labels for Segmentation (Dynamic Filtering)

Once labels are applied, you can filter users easily:

• In Subscriber Manager, use the “Select Labels” dropdown at the top.
• Choose one or multiple labels to see only those subscribers.
• Combine with other filters like:
  
  
  • Subscribed status
  • Assigned Sequence
  • Custom Field value
  • Bot selection

This lets you create real-time segments like:

• Subscribed users labeled “Abandoned Cart”
• Telegram subscribers tagged “Engaged” but not in a sequence
• WhatsApp users with label “Webinar Registered” and email is filled

For more details explore this article 

Taking Action on Segments

After filtering your labeled segments, you can:

• Send Broadcasts: Run highly personalized campaigns only to filtered users.
• Assign Sequences: Enroll specific segments into onboarding or sales flows.
• Export CSV: Download segmented lists for CRM import or analysis.
• Delete or Unsubscribe: Clean up inactive or unqualified segments.

Best Practices for Labeling

• ✅ Be consistent: Use uniform naming (e.g., “Cart Abandoned” instead of “abandoned_cart” or “Cart users”).
• ✅ Use labels for funnel stages: Like “New Lead”, “Qualified Lead”, “Converted”.
• ✅ Review regularly: Clean up unused labels and keep your system organized.
• ✅ Combine with custom fields: For richer targeting (e.g., “High Budget” + “Location: NY”).
• ✅ Use action-based labels: Track what users did (clicked, purchased, viewed, abandoned).

FAQ

Can one subscriber have multiple labels?
 Yes, subscribers can have multiple labels assigned. You can filter using any or all of them.

Can I remove a label from a user?
 Absolutely. Open their profile, click the “x” on the label, and save.

Are labels shared across bots?
 No, labels are specific to each bot. You need to recreate them if managing multiple bots.

Can labels trigger automations?
 Yes! You can set chatbot flows or sequences to start when a specific label is applied.

What’s the difference between labels and custom fields?

• Labels: Tags used for group targeting and filtering.
• Custom Fields: Store user-specific data like name, email, location—great for personalization.