🏷️ Behavior Tagging: Tag People By What They Do

Behavior tagging labels people by what they actually do with your email. Whoever opens gets one tag, whoever clicks gets another, and whoever clicks your sales link can get a tag of its own.

Those tags then work for you: each new tag can start an automation, build a segment, or leave people out of a later send. It is the simplest way to find out what your readers want and follow up without lifting a finger.

Where to find it:

Emails, then Broadcasts, then + New Broadcast (or Edit on a draft), then step 3, Tagging. The step is optional; skip it when you do not need it. Automation emails have the same tagging on each email step.

Tags on open and on click:

• 👀 When someone opens, add tags: everyone who opens the email gets these tags.
• 🖱️ When someone clicks ANY link, add tags: everyone who clicks any link in the email gets these tags.

Type a tag and press Enter (or a comma). It becomes a chip. A tag that does not exist yet is marked "new" and is created the moment it is first applied to somebody; tags you already use are suggested as you type. Each box takes up to 5 tags. Click the × on a chip to remove it.

Each tag is added once per person, however many times they open or click, so your data stays clean and an automation starts only once.

Tagging one particular link:

"Any link" really means any link: the sales link, the blog link, a survey link or a link in your signature. Only the unsubscribe and view-in-browser links never count. When your email has two or more links and you have set click tags, the step reminds you of this.

To tag only the people who click one link, use Per-link tags.

1. Finish writing the email body first.
2. Press Scan email for links. Every link in the email is listed (up to 20), each with its own box.
3. Type tags beside the links you care about, for example "wants-bundle" beside your bundle page.
4. Leave the other boxes empty. Remove takes a link off the list.

If you change the links in the email later, press Scan email for links again. Tags for links that are no longer in the email are dropped, and the ones you typed for links still there are kept.

Personalised links still match:

A per-link tag compares the address up to the question mark. So a link that carries a merge code, such as https://yoursite.com/seeds/?a={{tag.aff}}, still tags everyone who clicks it, even though each reader's address is different. It also means two links to the same page that differ only after the question mark count as one link.

Starting an automation from a tag:

Every tag added this way can start an automation instantly. Build an automation with the trigger 🏷️ Gets a tag, name the tag, and your follow-up runs on its own:

• Tag the openers, then send them the next email in the story.
• Tag the people who clicked the offer, then send a reminder two days later if they have not bought.
• Tag the people who clicked the blog link, then add them to a "reads the blog" segment.

See Automations: Your First Flow for building the follow-up.

Checking it before you send:

On Review & send, the Tagging row sums up what you set, for example "on open: bf-opened · on click: bf-clicked · 1 link tagged". With nothing set it says no tags are applied, which is fine.

Tags are added when the open or click is tracked. If Open and click tracking in Setup, then Settings is set to Off, or to Only for subscribers who gave consent, only the people who are tracked get these tags.

Tagging people after the send:

You can also tag people later from the broadcast report. Open Who opened, Who clicked or another people tab, tick the people, type a tag and press Tag the ticked people. Tags added there are added quietly and do not start tag-triggered automations, which makes them safe for tidying up (see The Broadcast Report: Opens, Clicks, Sales And People).

A real example:

Leafwise Gardening's "Black Friday bundle" email has two links: the bundle page and the blog.

1. On Tagging, Anna adds "bf-opened" to When someone opens, and "bf-clicked" to When someone clicks ANY link.
2. She presses Scan email for links and types "wants-bundle" beside https://yoursite.com/complete-garden-bundle/.
3. She already has an automation with the trigger 🏷️ Gets a tag, wants-bundle, that waits two days and sends a short reminder to anyone who has not bought.
4. During the weekend, everyone who clicks the bundle link gets wants-bundle and the reminder runs on its own. Blog readers only get bf-clicked.

Tips:

• Name tags so you can read them in six months: the campaign plus the action, such as "bf-opened" or "spring-planner-clicked".
• Use per-link tags for anything you want to act on. Click tags on "any link" are best for a simple "engaged" label.
• Make the follow-up automation before you send, so the very first clicks are followed up.
• Exclude the buyers in the follow-up, so nobody who already bought is reminded to buy.