Tag Contacts in ClickFunnels

In Clickfunnels, you can tag contacts to segment in the future or grant specific permissions to access membership areas with certain tags. 

What you will need:

Don’t have a ClickFunnels account yet? Get a 14-Day FREE Trial now! 

• Existing Contacts

There are 4 methods for adding tags to your 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.          

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

• 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

Method 4: Add Tag To Contact Profile

• Add Tags To Contact Profile
• Use Mass Action To Add Tags To Multiple Contact Profiles

What you can do now:

• 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.