With tag-type automations, you can enrich your contact database silently — without sending any message. A tag is automatically applied as soon as a customer matches a defined rule. These tags can then be used to segment your contacts and target your campaigns.
The two available modes
Contact tags — applies a tag only, without any sending. Ideal for continuously segmenting your database without soliciting your customers.
Example : automatically tag "VIP-customer" all customers who have reached €1,000 in cumulative orders.Notification + tags — sends an email or SMS AND applies a tag simultaneously. Ideal for notifying the customer while identifying them in your database.
Example : send a loyalty email AND tag "reward-won" as soon as a customer earns their 10th reward.
Step 1 : Create the tag beforehand
Before configuring the automation, make sure the tag exists.
From Contacts, click Tags
Click Create a tag
Enter the tag name and confirm
Step 2 : Create the automation
In the left menu, click Automations
Click Add
Fill in the fields :
Name : internal name (not visible to the customer)
Automation mode : select Contact tags or Notification + tags
If Notification + tags: choose the notification type (Email or SMS) and a template
Rule : choose the trigger (see the complete list →)
Establishments : select the relevant establishments
Click Confirm
Step 3 : Configure the tag to apply
Click on the created automation to open it
In the Tags section, select the tag(s) to assign to the contact when triggered
If Notification + tags : also configure the email or SMS message (Learn more →)
Click Save
Step 4 : Activate the automation
From Automations, open the automation
Enable the Automation activation toggle (it turns green)
Using tagged contacts
Once tags are automatically applied, find your segmented contacts from Contacts → Open advanced filters → Filter by tags. You can then create a targeted list and use it for an email or SMS campaign.