For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/use-tags-inside-a-funnel.md.
  • English

      • How do I use tags inside a funnel?

      1. In Contacts, create your tags (for example, "Premium customer").
      2. In the funnel's automation, use an action to apply or remove the tag as the contact moves through the steps.
      3. Use the tag as a condition inside the automation to branch the flow and personalise offers and messages.

      You can also apply tags manually on each contact's record.

      If it didn't work

      • The tag isn't applied: confirm the funnel's automation is active and that the apply-tag action sits at the right step. See automations.
      • The condition doesn't branch: check that the contact really carries the tag on their record in Contacts.
      • Other questions about contacts: see Questions.