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Tags help you organize, categorize, and manage your Contacts on Kajabi. Tags enable you to create Contact segments, filter your Contacts using Tags as criteria, send email sequences specifically to Contacts with a certain Tag, and more. You can create an Automation that adds a Tag to a Contact after a Form submission, Email Sequence completion, or Offer purchase.
Note: Growth and Pro Plans have access to create any Automation within the Marketing tab. Basic Plans only have access to create Automations in various areas of Kajabi.

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Add a Tag after Form submission

  1. Open the Marketing tab from the Dashboard.
  2. Select Forms.
  3. Select the Form you wish to edit or click + New Form to create a new form.
  4. Navigate to the bottom of the Form editor to access Automations.
  5. Click + Add Automation to create a new Automation.
  6. In the Then dropdown, select Add a tag.
  7. Select the Tag you wish to add or enter a new tag into the field. When creating a new tag, click Add new tag after typing the tag’s name.
  8. Click Save to keep your changes.

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Add a Tag after an Email Sequence is completed

  1. Open the Marketing tab from the Dashboard.
  2. Click Email Campaigns.
  3. Select an existing Email Sequence.
  4. Click + Add Automation beneath the final email in the sequence.
  5. Choose Add a tag as the Then action.
  6. Select an existing Tag or enter a new Tag title. When creating a new tag, click Add new tag after typing the tag’s name.
  7. Click Save to create.

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Add a Tag after an Offer purchase

  1. Go to the Sales tab from the Dashboard.
  2. Click Offers.
  3. Edit an existing Offer or create a new one.
  4. Navigate to the Automations section and click + Add Automation.
  5. Choose Add a tag as the Then action.
  6. Select an existing Tag or enter a new Tag title. When creating a new tag, click Add new tag after typing the tag’s name.
  7. Click Save to create.
Note: Tags can be added through Automations with any When Automation trigger.To learn more about When Automation triggers, check out Understand Automation components.Learn more about how to add, edit, and delete Tags in Kajabi.