Tagging Segmentation funnel to trigger Campaign using Convertkit

Tagging Segmentation funnel to trigger Campaign using Convertkit

Tags can be added to Questions and Answers in order to trigger Sequences in Convertkit.

Create a tag in Convertkit

  1. Click on Subscriber, located at the top banner.
  2. Click on + Create a Tags, located at the bottom of the right column.
  3. Enter a name for the tag and click Save.

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 Convertkit.
  2. Click on the Tag.
  3. Save Changes.

Adding the tag to a Question or Answers

  1. Open the Convertkit 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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