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Automatically assign tags to your members

The purpose of this article is to show you how to automatically assign a specific tag to a set of members.

With this feature, you will now be able to assign a tag to members who meet certain criteria, using the smartlist tool.

1st Step: Create a smartlist.

First of all, you have to filter the members to whom you want to assign a tag.

To do this, create a smartlist following this method:

Step 2: Assign the tag.

Now that you have filtered the desired members, you need to assign a tag.

Under the smartlist filters, click on 'Automatic Tagging' > Select the tag that you want to automatically want to assign to members.


Choose if you want :

  • 'Tag if a member is present in this smartlist' : will identify all members present in the list

  • 'Tag if a member enters this smartlist' : will identify members as soon as they enter the list

  • 'Tag if a member has left this smartlist' : will identify the members as soon as they leave the list

You can repeat the manipulation to add other tag rules.

Warning : You're limited to 10 auto-tag rules, if you need to create more, please contact customer support

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