Tag Contacts in ClickFunnels

What you will need

• Email Integration
• Follow-Up Funnel

There are 4 methods for adding tags to your contacts.

Step 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 Actionetics from the Integration drop-down.
• Select Add Tag from the Action drop-down.
• Enter your tag in the Tag field.          

Step 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.

Step 3 Create An Action Funnel Step

• Click on Add New Step.
• Select the Do Action Trigger.

• Click on Setup Now.
• Enter the Name of the Action.
• Select Actionetics from the Integration drop-down.
• Select Add Tag from the Action To Do from the drop-down.
• Enter Tags.
• Click on Update Funnel Action.

Step 4 Add Tag Using A Follow-Up Funnel

• Add a step to a Follow-Up Funnel.
• Select Actionetics from the Integrations.
• Select Add Tag from the Action To Do from the drop-down.
• Enter Tags.
• Click on Update Funnel Action.

• Add Buyers To An Email List
• Create A Smart List

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.