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Contact Group vs Tag - How to Segment your Stakeholders

The difference between contact groups and tags stakeholders and when to use which segmentation.

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated over 10 months ago

SSTK has two methods of segmenting stakeholders:

  • Contact Groups

  • Tags

Best practice on SSTK is to have a stakeholder assigned to a contact group, as that is the primary way of segmenting them. A contact group is deemed a FORMAL distribution group.

A stakeholder can belong to several contact groups for example a business owner may also be a local resident or a council member. They will need to communicate differently depending on the contact group.

Tags can be used as a secondary segmentation for Stakeholders - this where you may add a Tag such as Supporter, detractor, VIP or part of mini project etc. This allows users to filter based upon Tags to get a specific sub section of Stakeholders and the Tags can be across all contact groups.

How to use Tags for Interactions, Tasks & Properties

Tags are the ONLY way to segment Interactions, Tasks and Properties. A Tag can be the same as contact group as MAY want to categorise interactions/tasks/Properties the contact group - i.e. particular communities/interest groups etc as you may want to be able to filter on those for reporting.




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