Tagging Your Customers In Email Automation

Tagging your customers in your autoresponder is very important. Tagging allows you to do a couple of very valuable things:

1. It allows you to segment your customers by actions they've performed and purchases they've made.

2. It also lets you start a customer on a new email campaign based upon their actions.

3. It will even let you follow up with customers who haven't followed through on your entire funnel. The term "abandoned cart" is something you've probably heard?

There are many strategies that can be used during tagging. For the most part, you can assume that 'too many tags' is always going to be better than 'not enough'.

If you decide that you have unnecessary tags, you can always delete them later on. However, if you didn't tag someone's actions, there's no way to easily segment those customers after the fact.

So, don't be afraid to tag a customer any chance you get. Not only will get more conversions by using follow-up emails correctly, you'll also have a better understanding of how your funnel is currently performing and might even point to places that need to be fine tuned in order to get more conversions overall.

We highly recommend using Aweber as your email service for your automation needs—it's the same one we personally rely on for seamless and efficient communication.

Grab it HERE

**The provided links include referral links and are eligible for commissions

In LimeFunnels, all of the major actions have simple ways to tag your customers (or soon to be customers. 🙂).

The tagging is done through integrations with a couple different Lime Funnels Modules. Here's a list of Modules that include integrations with your autoresponder:

Subscription Form Module

While the first optin isn't necessarily that important to tag, you may decide to track the exact funnel that lead came from, or perhaps you have multiple campaigns setup and want to launch a single campaign to customers opting in to a specific offer.

In the Subscription Form Module, the integration settings are found in the General settings tab and should be the first thing you see when you drop in an Optin Form, as seen here:

Quiz Module

When using a Lead Quiz in combination with the Quiz Module, you can require the quiz taker to Opt-in with their Name and Email Address.

You can change this setting here to gather that information.

Turning on this option switches the autoresponder integration "On" within that Module.

Now, if you scroll down to the bottom of the General settings tab, you'll find the Autoresponder section as seen here:

Checkout Module

For obvious reasons, tagging customers upon purchase is probably the most important tag you'll ever use. Knowing who has paid you is a good thing.

1. You can deliver on your products promises.

2. You can easily deliver updates and information regarding the purchased product.

3. You know exactly who is willing to spend money for your products.

In the Checkout Module, you'll find an Autoresponder tab in the settings, like this:

Important Note: The Checkout Module autoresponder integration will ONLY fire on the main product. It is NOT integrated with Order Bumps. Order Bump tagging must be done through Zapier.

Upsell/Downsell Module

For the same reasons as the above Checkout Module, you'll find the autoresponder integration applied in the Upsell/Downsell Module as well.

The Upsell/Downsell Module integration can also be found in the Autoresponder settings tab.