Adding Tags With Automations

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

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:

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:

• Go to the Sales 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: