01
A list is a group you send to
Spring promo, new patients, Tuesday's class. Paste the numbers, or let your booking system add them through the API the moment somebody books.
Lists to send to.
Tags to remember by.
Group the people you message, record what you know about them, and let either one start a sequence the moment it happens.
Two questions, not oneWho you send to,
Who you send to,
and what you know.
Most tools make you pick one shape and bend everything into it. A list answers “who is this going to”. A tag answers “what is true about this person”. They are different questions and they are allowed to disagree.
Lists and tags Import or API Starts automations
Lists and tags
Who this is about.
A person can be on a list, carry tags, both, or neither.
Lists
New patients89 people · booked but not yet seenSpring promo412 people · asked about the spring offer vip 23 · no-show 7 · wants a callback 4What an audience is for
The list is not the point. What happens next is.
A list you can only export is a spreadsheet with extra steps. These start things.
02
A tag is something you know
vip, no-show, wants a callback. Independent of lists on purpose: somebody tagged vip may or may not be on the promo list, and somebody on that list may carry no tags at all.
03
Adding twice adds once
Only somebody actually arriving counts as an event. Re-uploading yesterday's spreadsheet does not message four hundred people a second time — the single most expensive mistake this kind of tool usually lets you make.
04
No contact needed first
Membership is keyed on the phone number, so importing four hundred numbers does not mean creating four hundred contact records before you can do anything.
The part that does the work
See text automation Somebody joins. The sequence starts.
Attach an automation to a list or a tag and it runs for each person as they arrive — paced, checked against your do-not-message list, and read by a person before the first one ever goes out.
Frequently asked questions
What teams ask about lists and tags.
What is the difference between a list and a tag?+
A list is a group you send to. A tag is something true about a person. They are independent: somebody tagged vip may or may not be on the spring promo list, and somebody on that list may carry no tags at all. Either one arriving can start an automation.
Can my CRM add people?+
Yes. Both are in the REST API, so a CRM, booking system or form can add somebody to a list or tag them the moment it happens. That is the ordinary way an onboarding sequence starts: the customer books, your system adds them, and the flow takes it from there.
Does re-uploading my spreadsheet message everybody again?+
No. Only somebody actually arriving counts as an event — adding a person already on the list does nothing at all. A second upload of the same four hundred rows starts nobody.
Do I need to create contacts first?+
No. Membership is keyed on the phone number itself, so you can import four hundred numbers without creating four hundred contact records. Names fill in later if and when you have them.
How many can I add at once?+
Five thousand per call. Enough for a real import, and small enough that a runaway integration is noticed rather than quietly absorbed.
If I remove somebody from a list, does it stop messaging them?+
It stops future sequences starting for them, but it does not stop one they are already inside — leaving an audience is not the same as asking not to be messaged. The thing that means that is the do-not-message list, which is checked on every send by every route.
Are tags case-sensitive?+
No. Tags are lowercased and trimmed, so VIP, vip and “ vip ” are one tag rather than three that look identical in a list.
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