Groups, filters, and tags
Simple Downline gives you three ways to control which contacts get which messages: groups, filters, and tags. They serve different purposes.
Groups
Groups bundle contacts together so you can target a campaign at a specific subset. Examples include "Inactive Customers", "Loyalty Members", or contacts in a specific city.
Filters
Filters exclude or include downline legs and individual members in campaign audiences. A Custom campaign can choose whether to use exclusions; filters alone do not guarantee that overlapping campaigns cannot reach the same person.
Tags
Tags label individual contacts ("VIP", "Already a customer") so you can find or exclude them later.
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Last updated October 14, 2026Was this helpful?