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Using “All Of” and “Any Of” Tag Conditions for Customer Segmentation

DoubleTick allows you to segment customers using tags. To make segmentation more accurate, you can now apply All Of and Any Of conditions when filtering customers by multiple tags. These conditions help you define whether customers must match all selected tags or at least one selected tag.

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Where This Feature Lives

You can find this option in:

Customers→ Add Filter → Add Conditions → Tags Filter

When adding a Tags filter, you’ll see a condition selector where you can choose:

  • All Of

  • Any Of

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How the Conditions Work

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1. Any Of (OR Condition)

Definition: Returns customers who match at least one of the selected tags.

This is useful when multiple tags represent alternative options.

Example: If you select Mumbai and Thane under Any Of, the segment will include customers who are:

  • Tagged Mumbai, or

  • Tagged Thane, or

  • Tagged both

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2. All Of (AND Condition)

Definition: Returns customers who match every selected tag.

This is useful when multiple tags represent combined criteria that must all be true.

Example: If you select 1BHK and Andheri under All Of, the segment will include customers who are:

  • Tagged 1BHK

  • and tagged Andheri

Only customers matching both are included.

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Why This Matters for Segmentation

These tag conditions allow users to build more precise customer lists by controlling how tags interact:

Condition
Logic
Result

Any Of

OR

Broader segments

All Of

AND

Narrower, more specific segments

This improves the accuracy of customer targeting for campaigns, exports, and follow-ups.

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Filter Behavior Summary

Filter action
What it does

Select Tags

Add tags to filter by

Any Of

Matches customers with at least 1 selected tag

All Of

Matches customers with all selected tags

AND Operator

Combine tag filters with other fields (e.g., status, source, date)

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Common Use Patterns

Customers typically use these conditions for:

✔ Geographic segmentation (cities, regions) ✔ Product preference (e.g. size, model, category) ✔ Requirement matching (e.g. budget, configuration) ✔ Label-based categorization (e.g. lead type, sales stage)

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Exporting and Reusing Segments

Once created, a segment with tag conditions can be:

  • Saved for future use

  • Exported

  • Used in campaigns

  • Used for retargeting

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Key Takeaways

  • Any Of broadens the segment

  • All Of narrows the segment

  • Both enhance precision when multiple tags are involved

  • Segment accuracy improves when tags represent meaningful attributes

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