Tag Contacts in ClickFunnels

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

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  • Select your funnel page/step where you are collecting the email address.
  • Click on Edit Page.
  • Hover your mouse over Settings.
  • Click on Integrations.


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  • 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.


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  • 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.


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  • 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.


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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.


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  • 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.


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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.

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