Learn how to add tags automatically to contacts in Clickfunnels.
Prior to getting started, you will need the following:
- Existing Contacts
Method 1: Create an Email Integration
- Select your funnel page/step where you are collecting the email address.
- Click on Edit Page.
- Hover your mouse over Settings.
- Click on Integrations.
- Select Clickfunnels Internal from the Integration drop-down.
- Select Add Tag from the Action drop-down.
- Enter your tag in the Tag field. (Multiple tags can be added by separating each tag with a comma.)
Method 2: Create an Automation
- Select your funnel page/step where you are collecting the email address.
- Click on the Automation Tab.
- Click Add New Action.
- Enter the Name of your action.
- The Condition is set to Everyone by default.
- The Integration is ClickFunnels Internal by default.
- Select Add Tag from the Action To Do drop-down.
- Click on the Action Delay tab.
- Enter the # of Days Before Action Happens. [Optional]
- Enter the # of Hours Before Action Happens. [Optional]
- Click on Create Funnel Action.
Method 3: Add Tag Using A Follow-Up Funnel
Important Note: This method requires that you have a ClickFunnels Platinum account
- Create A New Follow-Up Funnel or Edit an existing Follow-Up Funnel
- Click on Add New Step.
- Add A Step Name.
- Click on ClickFunnels Internal.
- Add Filter Rules as needed.
- Select Add Tags.
- Enter Tags.
- Click on Next.
- Continue with Follow-Up Funnel details.
- Click on Make Live when finished.
If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.
