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 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 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:

When you're viewing your Product, click on the "Settings" link at the top and scroll down until you see the option to add your ConvertKit tag ID:

You can set up tags from the Apps page in Thinkific:


You can add a tag to customers from 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 to figure out how to easily connect them to your ConvertKit account.

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