How to automatically and manually add tags to your contacts

You can give contacts a tag automatically, based on what they do, or add tags yourself.

You will need a tag. See How to create a tag.

Add tags automatically

• Use an automation rule to add a tag when a parent takes an action, such as signing up for your free guide. See How automation rules work.
• Add a tag through the resources of your payment page, so every buyer gets it. See How to create an order form or payment page.

Add tags manually

1. In the CRM menu, click Contacts.
2. Tick the contacts you want to tag.
3. Click Add tag in the bar at the bottom.
4. Choose the tag and click Add tag to contacts.

Watch your automation rules

If an automation rule starts when a tag is added, adding the tag, by hand or automatically, starts the rule too. This can subscribe a parent to a campaign or send an email.

Before you add or change tags:

• Check your active automation rules.
• Know which tags start which rules.
• Think ahead about what will happen once the tag is added.

This keeps your automations running the way you planned, and stops a parent from receiving an email meant for someone else.