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How to Automatically Tag Contacts

Version 1.3.5+ of our Automations extension lets you Automatically tag contacts based on your triggers and conditions. You can add tags to contacts based on

  • Transaction status
  • Transaction name (contains)
  • New Quote
  • New Invoice
  • New Contact*

Those tags can then be used to drive your Contact Segments and be used to control which Mail Campaign Email Sequence your contacts are a part of.

Tagging on the “New Contact” Trigger

You can even setup an Automation to tag contacts based on the contact conditions. This will work for all sources of addition, expect for when you add a contact manually.

When adding manually, the tags you set on the contact page is what is added to the contact (and automation tag rules will be skipped).

Updated on April 25, 2019

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