When a Client is added to a Tag
When a Client is added to a Tag runs when one or more tags are added to a client. It is the building block of drip campaigns: one rule adds a tag after a wait, the next rule reacts to that tag.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators | Values |
|---|---|---|
| Newly Added Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Existing Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Contact Group | is part of all, is part of any, is not part of all | Your contact groups |
| Contact Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your contact tags |
| Contact Stage | equals, not equals | Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive |
Newly Added Client Tags checks the tags that were just added; Existing Client Tags checks the tags the client already had, for example to skip clients tagged "unsubscribe".
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
Every action on this trigger can wait minutes to months.
| Action | What it does |
|---|---|
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. |
| send a WhatsApp template message | Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later. |
| send Customer Satisfaction Survey (CSAT) | Sends a customer satisfaction (CSAT) survey. |
| Add the Contact to Group | Adds the contact to a contact group, which you can check in later conditions. |
| Remove the Contact from Group | Removes the contact from a contact group, for example so a rule does not run twice. |
| Add Client Tags | Adds tags to the client record. |
| Remove Client Tags | Removes tags from the client record. |
| Add Contact Tags | Adds tags to the contact. |
| Remove Contact Tags | Removes tags from the contact. |
| Update Contact Stage | Moves the contact to a stage, such as Lead or Customer. |
| Assign a form and request form to be filled | Assigns a form to the client and sends a WhatsApp message asking them to fill it in. |
| Webhooks by Whautomate | Sends the event data to your own URL (webhook). |
| Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to the client's primary team member. |
| Add Text Client Notes | Adds a text note to the client record. |
| Add Document Client Notes | Attaches a document to the client record as a note. |
| Add or Update Client Custom Attributes | Adds or updates custom fields on the client record. |
Example
Send a VIP offer
- Create a rule with the When a Client is added to a Tag trigger.
- Add the conditions Newly Added Client Tags includes any "VIP" and Existing Client Tags does not include all "unsubscribe".
- Add the action send a WhatsApp template message with your VIP offer template.
Good to know
- Avoid a rule that adds the same tag it listens for, or the rule keeps calling itself.
- The Client Tag Added Drip Campaign template gives you a starting point.