[Official Training] Tag Contacts in ClickFunnels and Actionetics

ClickFunnels™ Helpdesk Support Video

ClickFunnels™ Gives You EVERYTHING You Need To Market, Sell and Deliver Your Product Online!

:arrow_right: Start Your Free 14 Day Trial

Sign-Up Takes Less Than 60 Seconds.

YouTube Transcript: English (auto-generated)

00:00

[Music]

00:04

hey there it’s Irina Z and in this video

00:07

I’m going to show you the four ways to

00:08

add tags to your contacts in

00:11

clickfunnels

00:12

so first what we’re gonna do is review

00:15

how to add a tag through an email

00:16

integration now if you navigate it to

00:18

any of your funnels for this example

00:21

we’ll just go ahead and use this demo

00:23

funnel right here what you can do is go

00:25

into the editor and then go over to the

00:32

Settings tab and scroll down to

00:34

integrations now under integrations you

00:36

can go ahead and select action etics

00:38

right over here you could also select

00:41

add a tag and then input the tag for

00:47

this individual once they opt in they’ll

00:49

automatically be tagged in the system so

00:51

this is one way to add tags to your

00:54

contacts another way to add tags to your

00:56

contacts is by using the automations tab

01:00

now the automations tab could be found

01:03

right over here what you can do is

01:04

navigate over to the automations tab and

01:08

go ahead and add a new action this

01:11

action is going to be tagged contact the

01:14

condition is going to be everybody and

01:17

what we’re gonna do is add a tag and

01:19

just type the tag in here tag one and

01:21

then create the funnel action now

01:24

anybody that opts into this page will be

01:26

tagged with tag one in the automations

01:30

tab now the third way to do this would

01:32

be under the action etics tab action

01:34

funnels now these are the legacy action

01:38

funnels and then add a step to it tag

01:43

contacts we’re going to do an action and

01:48

we’re gonna create that funnel step and

01:52

we’re gonna go ahead and for the action

01:57

it’s going to be to add a tag and the

02:01

tag is going to be tag one and we’ll

02:04

update that step now when you’re setting

02:08

up the action funnel you’re going to

02:10

want to make sure that the status of it

02:11

is

02:12

to live and update the action settings

02:15

and that is a third way that you could

02:19

add a tag to your contacts now the

02:22

fourth way to add a tag to your contacts

02:24

will be through the new follow up

02:26

funnels when you’re in your follow up

02:29

funnel whether you’re creating a brand

02:31

new one or you’re in an already existent

02:33

one we’ll just access an already

02:34

existent one what you could do is add a

02:36

new step to a follow up funnel you can

02:39

call it tagging or whatever you’d like

02:41

and then go ahead and select action

02:42

etics and on this page you’ll be able to

02:47

go ahead and setup the general settings

02:49

for your follow up funnel go ahead and

02:51

click Next and under the action etics

02:54

menu for this you’ll be able to go ahead

02:56

and add a tag now you could use a comma

02:59

to separate the list of tags so you

03:01

could add more than one tag but for this

03:04

example we’ll just go ahead and add that

03:05

tag one and click Next and then you can

03:09

of course go ahead and schedule this

03:12

review the summary on the next page

03:15

right over here and make the step live

03:19

in your follow up funnel so these are

03:22

the four ways you could tag contacts

03:24

inside of clickfunnels if your run into

03:26

any trouble with this please reach out

03:27

to our support team and they’d be more

03:29

than happy to help

03:29

thanks so much

ClickFunnels™ Gives You EVERYTHING You Need To Market, Sell and Deliver Your Product Online!

:arrow_right: Start Your Free 14 Day Trial

Sign-Up Takes Less Than 60 Seconds.