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.

Read more about groups

Filters

Filters are personal rules that prevent duplicate messages and protect key relationships. Set them up once and they apply across every campaign.

Read more about filters

Tags

Tags label individual contacts ("VIP", "Already a customer") so you can find or exclude them later.

What to read next

• Adding and editing contacts
• Organizing contacts with groups
• Using filters to control who you message