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Can I tag a user based on their interaction with an Outbound message?


Is there a way to add a tag to someone based off an email or chat response in a series (i.e. if they respond to an intercom email they are tagged automatically)?

Best answer by Brent

Hey @penelope​, you can do this in Series. Take a look at what I've got set up in the attached pic. Once an email is sent, you can set up a rule off that email and you will see the option to match if the user has replied. You can then set up a tag to be applied. Hope that helps.

tagging

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3 replies

Brent
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  • July 13, 2021

Hey @penelope​, you can do this in Series. Take a look at what I've got set up in the attached pic. Once an email is sent, you can set up a rule off that email and you will see the option to match if the user has replied. You can then set up a tag to be applied. Hope that helps.

tagging


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  • July 14, 2021

This is so helpful Brent! Thank you very much 🙂


Brent
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  • July 14, 2021

You're welcome @penelope​ 


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