Step-by-step instructions for automatically tagging new subscribers to your email list.
When it comes to automatically tagging a subscriber, either option will work just fine! Some prefer the visual layout of visual automations, whereas some like the "if this, then that" nature of rules.
NOTE: We recommend starting to familiarize yourself with visual automations sooner rather than later, in case you want to start building out more complex applications down the line!
Option 1: Tagging with visual automations
NOTE: This video is contained in our Lunch & Learn Video Series, which we highly recommend if you're just getting started with ConvertKit!
1. Create a new visual automation
Click the 'New Automation' button from the automations page in your account:
On the next page, click the 'Create Automation' button:
2. Add your entry point(s)
This is what will trigger this automation to begin!
For example, if you want your subscribers to be tagged after opting in to a particular form, click 'Joins a form', select your form from the dropdown, and then click 'Add Event':
If you want your automation to have more than one entry point, no problem! Just click the plus sign to the right of your current entry point(s), and repeat the same process as above. Subscribers can enter the automation via any of the entry points.
NOTE: Automations can have a maximum of 5 entry points, but if you need more than that, we have a separate tutorial here for a workaround to combine a group of entry points into a single tag.
3. Add an action step to add a tag
Click the plus sign below your entry point. Then select Action > Add or remove tag (leave the toggle set to 'Add') > select your tag from the dropdown > click 'Add Action':
NOTE: If you want to add more than one tag, just add another action step under this one! It'll be added immediately after the first.
4. [Optional] Give your automation a name
We recommend giving your automation a name from the top left for your own reference:
5. Unpause your automation
Once you're ready for your automation to be up & running, you need to unpause it by clicking the toggle towards the top right of the page. Here's what the toggle looks like when the automation is paused:
Here's how it'll look once it's live:
Option 2: Tagging with automation rules
1. Create a new automation rule
From the rules page in your account, click the Add Rule button:
2. Select your trigger step(s)
This is what will trigger your rule to fire!
For example, if you want your subscribers to be tagged after opting in to a particular form, select 'Subscribes to a form' and then select your form from the dropdown:
If you want your rule to have more than one trigger, no problem! Just add additional triggers on the left pane of the create rule screen. Any of the triggers will cause your rule to fire.
3. Select 'Add tag' as an action
On the right pane under 'Action', select 'Add tag' and select your tag from the dropdown (or create a new one):
NOTE: If you want to add more than one tag, just add additional 'Add tag' steps on the Actions pane! Any of the rule's triggers will cause all of its actions to fire.
4. Save your rule
When you're done, click the 'Save Rule' button towards the lower right corner of the page:
That's it! Here's how your rule might look on the rules page once it's been created:
NOTE: If your rule is showing as disabled, check out our guide here.