Automated tagging

Use automated tagging to automatically apply tags to customers when specific events occur. For example, to automatically tag customers who have activated a new subscription, or to untag customers who stop using the new subscription.

Create a tag automation

Use this process to automatically tag or untag a customer.

1. In the left navigation bar, press Automations .
2. In the Data and alerts section, press Automated tagging.
3. Press Create tag automation.
4. In the Name field, enter a name for the tag automation.
5. In the Event dropdown, select an event. When this event is triggered, specified tags are added or removed based on the conditions you define.
   For more information, see Events.
6. Optionally, to apply conditions on when to apply to tag automation: Clear the No conditions checkbox, define the conditions, and then press Add filter.
   You can add multiple filters.
7. In the Manage tags section, select from the following:
   • To automatically add tags when a specific event occurs: Press the Add tags field, and enter tag names.
     If the tag does not already exist, press + Add tag to create a new tag.
   • To automatically remove tags when a specific event occurs: Press the Remove tags field, and enter tag names.
8. Press Save.

Tag a customer when they spend over a specific amount

Use this process to automatically tag a customer when they spend over a specific amount of money in one transaction.

1. In the left navigation bar, press Automations .
2. In the Data and alerts section, press Automated tagging.
3. Press Create tag automation.
4. In the Name field, enter a name for the tag automation.
5. In the Event dropdown, select Transaction processed.
   This event is triggered when a transaction is processed.
6. Clear the No conditions checkbox.
7. In the filter dropdown, select Transaction > Amount.
8. In the next dropdown, select Greater or equal to.
9. In the Value field, enter the amount of money the customer must spend to trigger the event.
10. In the Add tags field, enter the name of the tag you want to apply.
    If the tag does not already exist, press + Add tag to create a new tag.
11. Press Save.

Display payment methods based on specific customer tags

Use this process to display specific payment methods if a customer has a specific tag.

1. In the left navigation bar, press Automations .
2. In the Rules engine section, press Rules engine.
3. Press Core events.
4. Press Ready to pay requested.
5. Press Rule set.
6. press Create rule.
7. In the Name field, enter a name for the rule.
8. Clear the No conditions checkbox.
9. In the filter dropdown, select Customer > Tags > Name.
10. In the next dropdown, select is in.
11. In the next dropdown, select the tag you want to use.
12. In the Actions section, press Add action, and then press Adjust ready to pay.
13. Press Add another payment method.
14. Select the payment method you want to display for customers with the tag, and press Add.
15. Press Save rule.

Manage tag automations

Use this process to view, edit, delete, and activate or deactivate a tag automation.

1. In the left navigation bar, press Automations .
2. In the Data and alerts section, press Automated tagging.
   All tag automations are displayed.
3. Select from the following:
   • View a tag automation: On the left of an automation, in the Name column, press the ID number.
   • Edit a tag automation: On the right of an automation, press Edit .
   • Delete a tag automation: On the right of an automation, press Delete .
   • Activate or deactivate a tag automation: On the left of an automation, in the Status column, turn on or off the toggle.