Adding a tag to a contact from clicking on an email can be done by creating a tagging automation on Adaptix.
- Open up the “Workflow/Automation” page in your Adaptix menu and create a new campaign or alter an existing one.
- Open up the Campaign Builder and select the segment or form you want to use with this automation.
- Add a action, click “Send Email”
- Select the email you want to use and press “Add'”
- From the Action you want to select a decision. So if you want to do something when a user clicks a link in the email you will select “Visits a Page”.
- Then you will click the green + arrow from the Decisions box which will mean that the User clicked a link and now you can respond to that action.
- You will add a action from the decisions , select “Modify Contacts Tag” . Here you can add or remove tags based on the User clicking a link in your email.
Shown below is a video of creating the automation:
