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

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

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.

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.

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.

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.

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.

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.