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Tagging people who purchase from you
Tagging people who purchase from you

How to tag your customers and send them directly into your funnels!

Updated over a week ago

UPDATE: We've released a new feature called purchases! This will help automatically organize your customers, products, and revenue data. Find out how it works.

Tags are one of ConvertKit's most powerful features. They help you organize your subscribers in meaningful ways.

When you're selling products online, tags come in especially handy if you're running a sales sequence. They give you the ability to filter who is a customer and who is a potential buyer.

Cool things you can do with tags:

  • Exclude people with a tag from a sales sequence (so they don't keep getting pitch emails)

  • Send a follow up email to buyers with a tag and ask for feedback

  • Add buyers with a tag to a post-sale sequence that gives them extra tips on how to use your products

  • Offer an upsell to those with a certain tag

How To Tag Your Customers

How you do this will depend on the eCommerce platform you're using.

For most platforms, you'll be able to use visual automations to add a tag after a purchase is made.

Here's how to tag your customers using a visual automation:

  1. Start by choosing your product from the 'Purchase' button.

  2. Below this node, click the + button and choose 'Add or remove tag'.

  3. Select a tag you'd like to use, unpause the automation, and you're all done. Now anyone who purchases that product will be tagged!

With certain integrations, you'll be able to set up tags directly within the eCommerce platform:

Once you have your Podia account connected via these instructions, go to your Podia product and click the 'Details' tab near the top of the page. Scroll to the bottom of the details page and you'll see the list of Integrations, including ConvertKit:

Simply open up that dropdown menu and choose the ConvertKit tag you want to send your Podia purchasers to.

You can set up tags for lots of different events in Thinkific. Just go to the Apps page:

You can add a tag to customers via their Integration Engine:

You can add a tag to purchasers from the Mailing List Integrations page:

You can use the Subscription setting to add a tag to all customers who make a purchase:

Check out these platforms' individual Knowledge Base articles (all linked above) to figure out how to easily connect them to your ConvertKit account.

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