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- Tags applied at the beginning of a sequence usually define a specific lead magnet (e.g. Video Tips Series), a segment (e.g. Home Buyer), and/or a relationship stage (e.g. prospect.)
- Tags applied in the middle of a sequence usually define a period of time that has elapsed or a milestone. These can help you gauge how long people stay in a sequence before responding to a call to action.
- Tags applied at the end of a sequence can be used to add a contact to a broadcast list (e.g. monthly newsletter) after a period of inactivity or after they've completed a higher priority sequence (e.g. a customer welcome sequence.)
- Double-click the sequence to add the Add/Remove Tags process to.
- Drag the "Apply/Remove Tag" process from the left menu
- Double-click the sequnce to configure it.
- Select if the tag will be Applied or Removed
- Choose a existing tag option by enter the tag name into the search box to find a list of possible matches or create a new tag.
- Click on Save to apply the tag settings
- Move the slider from "Draft" to "Ready"
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