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

  • Jul 13, 2021 8:47 PM UTC
  • 3 replies
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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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  • Jul 13, 2021 11:58 PM UTC

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


  • Author
  • New Participant
  • Jul 14, 2021 2:23 PM UTC

This is so helpful Brent! Thank you very much :)


Brent
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  • Jul 14, 2021 10:29 PM UTC

You're welcome @penelope​