Skip to main content

Tag Contacts in ClickFunnels

Learn how to automatically tag contacts in ClickFunnels Classic using a page integration, a funnel automation, or a Follow-Up Funnel step (Platinum plan required for the latter).

Updated yesterday

Prior to getting started, you will need the following:

  • Existing Contacts

Method 1: Create an Email Integration

1.gif

  • Select your funnel page/step where you are collecting the email address.

  • Click on Edit Page.

  • Hover your mouse over Settings.

  • Click on Integrations.

addtags2.gif

  • 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.

NewFunnelAction.gif

  • 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.

4.gif

  • 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.

5.gif

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.

AddTag1.gif

  • 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.
    โ€‹

AddTag2.gif

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.

Did this answer your question?