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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.

Kevin Bagayoko avatar
Written by Kevin Bagayoko
Updated over 3 years ago

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 'Show Tag Rules' > 'Create a rule'.

Choose if you want :

  • 'Tag if present in smartlist' : will identify all members present in the list

  • 'Tag if entering smartlist' : will identify members as soon as they enter the list

  • 'Tag if leaving smartlist' : will identify the members as soon as they leave the list

Choose the name of the group of the tag (category) then the name of the tag > Click on the disc icon to save.

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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