Tags

Tags let you organize and segment your customers based on their activity inside your funnels. You can automatically apply or remove tags when specific events happen (e.g. optin, purchase).

Step 1: Create & Manage Tags

You can create and manage your tags inside the Orders or Customers tab:

1. Go to Orders or Customers in your Funnelish dashboard.

2. Create a new tag (e.g. VIP, Subscribed, Purchased-ProductA, from FunnelA).

3. Tags can then be used across your automations.

Step 2: Add Tags with Automations

Automations let you apply or remove tags automatically based on customer activity.

1. Go to Automations in Funnelish.

2. Create a new automation and choose a trigger (for example: On purchase, On refund, On form submission).

3. Add an action → choose Add Tag or Remove Tag.

Adding a tag.

1. You can follow the same process to Remove Tag.

Removing a tag.

1. Save your automation changes.

Example Use Cases

• Add the tag Customer when someone makes their first purchase.

• Add the tag Upsell Accepted when a buyer accepts an upsell offer.

• Remove the tag Purchase Attempt becomes a paying customer.

✅ Result

From now on, Funnelish will automatically add or remove the right tags from your customers based on their actions in your funnels. This keeps your CRM clean, enables better segmentation, and allows for smarter follow-up campaigns.