Segment Tag Library & Naming Convention | Notion

For clean, scalable customer segmentation in email & CRM platforms.

Instructions

Use this template to:

Standardize how you name segments and tags
Track which segments exist and what they’re used for
Avoid duplication, confusion, and messy CRM data

💡 Prefix every tag with a category identifier for quick search and sorting.

Naming Convention

Prefix	Category	Example
`LIFE:`	Lifecycle stage	`LIFE:New Lead`, `LIFE:Post-Purchase`
`BEH:`	Behavior-based	`BEH:Visited Pricing Page`, `BEH:Clicked Ad`
`ACT:`	Account/User status	`ACT:Active`, `ACT:Trial`, `ACT:Churn Risk`
`INT:`	Interest / Persona	`INT:Remote Teams`, `INT:Designers`
`SRC:`	Source or campaign origin	`SRC:Google Ads`, `SRC:Webinar Aug 2025`
`GEO:`	Geographic region	`GEO:AU`, `GEO:North America`
`TAG:`	Generic or miscellaneous	`TAG:VIP`, `TAG:Early Access`

Segment Tag Library Table

Tag Name	Category	Purpose / Usage	CRM Location	Owner
`LIFE:Welcome Series`	Lifecycle	New users who joined in the last 7 days	Klaviyo	Marketing
`BEH:Viewed Product Page`	Behavioral	Visited a PDP but didn’t convert	Customer.io	Growth
`ACT:Trial User`	Account	Active free trial user	HubSpot	Product
`INT:Developers`	Persona	Self-identified via signup or content engagement	Klaviyo	Marketing
`SRC:Referral Program`	Campaign source	Joined via referral program campaign	Customer.io	Partnerships
`GEO:UK`	Geographic	Based in the United Kingdom	All platforms	Marketing
`TAG:Abandoned Cart`	Behavioral	Triggered cart but didn’t complete checkout	Klaviyo	Ecommerce
`TAG:High Value Customer`	Behavior/Custom	Lifetime value > $500	HubSpot or Shopify	Retention

Best Practices

Keep names short and scannable (avoid long descriptors)
Use prefixes for better foldering/sorting in dropdowns
Tag dynamically via automation flows where possible
Regularly audit your tags to merge or delete unused ones
Document segment criteria logic somewhere (e.g., Notion, CRM notes)