Tagging Segmentation funnel to trigger Campaign using Active Campaign

Tagging Segmentation funnel to trigger Campaign using Active Campaign


Tags can be added to Questions and Answers in order to trigger Campaigns in Active Campaign.

Create a tag in Active Campaign

  1. In the Active Campaign Dashboard, click on Contacts, located at the left column.
  2. Click on Manage Tags.
  3. Under the the Add Tags sections, enter the tags.
  4. Click on Add Tag to create and save the tag.

Adding tags to Outcomes

Under Tag Your Outcomes all the Outcomes created will be displayed with the option to add a Tag.
  1. Click on the drop-down tag menu to display all the tags created in Active Campaign.
  2. Click on the Tag.
  3. Save Changes.

Adding the tag to a Question or Answers

  1. Open the Active Campaign direct integration in the Configure section of a Segmentation funnel, by clicking on Integrate.
  2. Under Tag Questions and Answers, click on Add Question.
  3. Click in the Drop-down to select the Question.
  4. Then the question and the possible answers will display a drop-down option, select the Tag that will be appended to that question or answers.
  5. Save Changes.
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