Adding Tags With Automations

Learn to automatically add Tags to your Contacts with Automations to streamline your contact 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 Contact 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 Contact after they have finished an Email Sequence:

• Open the Marketing tab from the Dashboard.
• Click Email Campaigns.
• Select an existing Email Sequence.
• Click + Add Automation beneath the final email in the sequence.
• 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.
• Navigate to the Automations section and click + Add Automation.
• Choose "Add a tag" as the Then action.
• Select an existing Tag or enter a new Tag title.
• Click Save to create:

And that’s how you can add Tags with Automations! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!