How to Tag Contacts and Use Tags in ClickFunnels and Actionetics

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YouTube Transcript: English (auto-generated)

00:00
[Music]
00:03
this is Mark with clickfunnels
00:05
and in this video I’m going to show you
00:07
how you can use tags in your account
00:11
tags are useful to help sub-segment your
00:13
lists so the first thing I’m going to do
00:16
is go into my funnel here and there’s a
00:21
couple of places where I can go to add
00:23
tags the first place is in the page
00:25
editor I can show you here in the email
00:27
integration settings you can set action
00:30
etics
00:30
to add a tag so I’m going to select
00:33
action etics is my email integration I’m
00:36
going to say add tag you can also remove
00:39
a tag I’m going to say add tag and I’m
00:42
going to call this tag opt-in page and
00:45
you just manually type in that tag I’m
00:47
going to click Save now when some of the
00:50
options on this page they’ll be tagged
00:52
in their contact profile in at genetics
00:56
the next place where you can add tags is
00:59
in your product setting so I’m going to
01:00
go to my order form click on products
01:05
I’m going to add a product here and then
01:08
under the email integration settings for
01:11
this product I’m going to select action
01:12
etics
01:13
add tag and then I can manually type
01:17
that in so I’m going to save product one
01:20
so that way you can add a tag for the
01:22
product that you’re buyers purchase the
01:26
last place where you can add tags is in
01:28
your action funnels so I’m going to go
01:31
into an action funnel I’m going to add a
01:37
new action so this is going to say add
01:39
tag and I’m going to select the do
01:41
action add new funnel step then I’m
01:46
going to click setup now I’m going to
01:48
select action etics as the integration
01:51
not click funnels internal and then I’m
01:54
going to select add tag and I can
01:57
manually type this tag here and so when
02:03
somebody comes through this action
02:04
funnel they’ll also be tagged to view
02:07
the tags you would go to your contacts
02:11
in action edit
02:12
you can click on your contacts and you
02:17
can see the tags under their contact
02:19
information the other thing that you can
02:23
do is create a smart list I’m going to
02:26
click add new list I’m just going to
02:29
call this smart list 3 now I’m going to
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click the box that says smart list
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create new list and then I’m going to
02:39
add a rule I’m going to click on contact
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click on the first drop-down menu and
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select hashtag and then I’m going to add
02:48
the pay that ATAG manually for opt-in
02:51
page so anytime a contact is tagged with
02:54
the opt-in page tag they’ll be added to
02:57
this smart list you can also segment
03:00
this even further on this rule and so if
03:02
you want contacts who are tagged with
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two tags you could say opt in page or I
03:11
could sue the product one so anyone who
03:16
has both of these tags would be added to
03:19
this smart list if I wanted to set up an
03:22
org rule I could say add them to this
03:25
page if they have the opt in page tag or
03:30
let’s say opt in page a if I have a
03:33
different variation so if they have
03:36
either one of these tags that will be
03:38
added to the list
03:39
[Music]
03:42
you

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