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How to add a Tag to a New Subscriber via Workflow

1 min read

STEP 1

Before you can set up your Workflow you will need to create a List first:

  1. Click on “Create List” or “Create a new record”

STEP 2

  1. Give the List a Name
  2. Make sure to “Double Optin” especially for lead generation
  3. Give a description of the list
  4. If you want to send sms or contact subscriber, make sure to enable
  5. Click on “Save”

STEP 3

  1. Make sure to choose your verified email address from the drop-down box
  2. Create the List Subject Line
  3. Add a reply to email address. It can be any email address
  4. Click on “Update”

STEP 4

  1. On the left hand side. Go to “Workflow”

STEP 5

  1. Click on “Create Workflow”

STEP 6

How is the lead going to join the workflow?

  1. Choose “On subscribed at”

STEP 7

  1. Choose the existing list or
  2. You can create a list here

STEP 8

  1. Now that the list is added to the Workflow, click on the plus to initiate what needs to happen after the subscriber was added.

STEP 9

  1. Click on “Add Tag” (green block)

STEP 10

  1. From the drop down arrow, choose the tag you want to add or
  2. You can create a new tag by adding it here and enter

STEP 11

  1. Create a name for your Workflow
  2. These buttons can be moved around on the Workflow for ease of use
  3. You can add more actions by clicking on the plus, but we are stopping the flow here
  4. Click on “Save”

STEP 12

STEP 13

To verify tag on the subscriber. Go to the drop-down next to the list and choose “Subscribers”

STEP 14

Click on either Update or Overview

STEP 15

  1. You will see the Tag’s allocated here