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How to Tag Contacts from Funnels

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Tags in ClickFunnels are essential for keeping your audience organized and helping you run efficient workflows. They function similarly to “lists” in ClickFunnels Classic, allowing you to segment contacts and manage interactions effectively. You can also add tags manually for more precise updates. This article explains how to apply tags to contacts using funnels, ensuring your contact management is simple and effective.

Requirements

Section titled “Requirements”

Applying Tags Automatically Through Funnels

Section titled “Applying Tags Automatically Through Funnels”

To add tags automatically, you’ll need to connect a workflow to your funnel. Workflows allow you to automate actions like tagging contacts when they complete a funnel step. This ensures your tags are applied automatically, saving you time and keeping your audience organized. To learn more about creating Workflows, refer to the How to Create Workflows article.

  1. Navigate to the Funnels section in your ClickFunnels dashboard.

  2. Click on the funnel you wish to add a step to open the Funnel Workflow Editor.

  3. Identify the specific funnel step (e.g., an opt-in page) where you want the workflow to be triggered.

  4. Click the ⋮ (three-dot) menu on the funnel step and select Attach workflow (the lightning bolt icon).

    A funnel step card with its three-dot menu open and Attach workflow highlighted

  5. In the Choose a workflow window, you can:

    • Select an existing workflow: On the Existing Workflows tab, browse the available workflows and click Select on the one you want to attach. In the Select workflow trigger events window, select the events that should trigger it and click Attach workflow.

    • Create a new workflow: Click New Workflow at the top right.

    • Start from a template: On the Templates tab, choose a template and click Use This Template. In the Select workflow trigger events window, select which events should trigger the workflow and click Use template. To build a workflow yourself instead, click Start from scratch.

    The Choose a workflow dialog with the Existing Workflows and Templates tabs, the New Workflow button, and a list of workflows with Select buttons

  6. If you’re creating a new workflow:

    • Enter a Name for the workflow.

    • Choose one or more Event Types (e.g., “Opt-In” or “Order - Successful Purchase”) to set the trigger for the workflow.

    • Click Create workflow to proceed.

    The Create a new workflow dialog with a Name, the Opt-In event type selected, and the Create workflow button

  7. Click the workflow in the step’s Attached Workflows panel (⚡) to open it in the workflow builder on the funnel’s Workflows tab.

  8. In the workflow builder, add a Tag contact action:

    • Select Tag contact from the right-hand panel.

    • In the Action field, choose Add Tag(s) or Remove Tag(s), then select the tags in the Contact tags field. To create a new tag, type its name and select Create tag “…”.

    • Click Create step to save the action.

  9. Once the workflow is set up, enable it: click the ⋮ menu next to the workflow in the left sidebar and select Settings (or click Settings in the “This workflow is disabled” banner), turn on Status, then click Update Workflow.

    The funnel's Workflows tab with the workflow's three-dot menu open in the left sidebar and Settings highlighted, next to the This workflow is disabled banner The Workflow Settings window with the Status toggle turned on and the Update Workflow button

  10. Go back to the funnel editor to confirm that the workflow is correctly attached and displayed as active for the funnel step.

    For detailed, step-by-step instructions, refer to the Workflows “Tag Contact” Step - Apply or Remove Tags to Contacts article.

Manually Applying Tags to Contacts

Section titled “Manually Applying Tags to Contacts”

If you’ve collected contacts through a funnel before attaching a workflow for automatic tagging, you can manually add tags to those contacts to ensure they are properly segmented. This method allows you to update existing contacts and keep your data consistent.

To manually apply tags:

  1. Navigate to the Customers section in your workspace and select Contacts.

  2. Check the box next to each contact you want to manage.

  3. Once your contacts are selected:

    1. For single contacts, click Actions to manage that contact.

    2. For multiple contacts, click Bulk actions to apply changes to all selected contacts at once.

  4. Click Tag from the Actions or Bulk actions menu.

  5. For Action Type, select Add Tags or Remove Tags, then choose the relevant tag.

  6. The tag will be applied immediately. To schedule the tagging process for later, check the Schedule Tagging box and select a date and time.

  7. Click Perform tag action.

For more details on managing contact tags, visit the Contact Tags Section Overview article.