Learn to automatically add Tags after to your users with Automations to streamline your people management as you scale your business.
In this article:
- Add a tag after form submission
- Add a tag after an email sequence is completed
- Add a tag after an offer purchase
Add a tag after form submission
To apply a Tag(s) to a user after they opt-in:
- Open the Marketing tab from the Dashboard.
- Select Forms.
- Select the Form you wish to edit or click + New Form to create a new form.
- Navigate to the bottom of the Form editor to access Automations.
- Click + Add Automation to create a new Automation.
- In the Then dropdown, select Add a tag.
- Select the Tag you wish to add or enter a new tag into the field.
- Click Save to keep your changes:
Add a tag after an email sequence is completed
To apply a Tag to a user after they have finished an Email Sequence:
- Open the Marketing tab from the Dashboard.
- Click Email Campaigns.
- Select an existing Email Sequence.
- Click + Add Action.
- Choose "Add a tag" as the Then action.
- Select an existing Tag or enter a new Tag title.
- Click Save to create:
Add a tag after an offer purchase
Add a Tag to a Member after an Offer is purchased:
- Go to the Products tab from the Dashboard.
- Click Offers.
- Edit an existing Offer or create a new one.
- Scroll down to the Automations section and create a new Automation.
- Choose "Add a tag" as the Then action.
- Select an existing Tag or enter a new Tag title.
- Click Save to create: