To get started, head over to the Comments tab in your project.
To view all your tags, scroll down and click Tagging Rules.
Note: Read more about tagging multiple comments here.
All your existing tagging rules will be displayed, showing which keywords in comments will be tagged.
If you want to create a segment based on one of these tags, go to your organization’s CRM and click Create New Segment.
In the next dialog, click Comment Tag.
From the dropdown list, select the comment tag you wish to associate with this segment and click Continue.
Tip: Just start typing and matching tags will be displayed.
Enter a name for the segment and then click Add Segment.
You can see the new segment in your Tag Cloud.
You can also create segments by:
❓ Question Response
🙋 Meeting or Event
📋 Subscriber Lists
📧 Email Recipients
🤳🏻 Project Participants
Tagging multiple comments with tagging rules
How to create an audience segment of meeting participants from the CRM
How to edit a segment
Communicating with segment participants