Deal Creation and Email Upon Tag Being Added


Tagging is a powerful tool in your marketing automation toolkit. You can set up tags for when contacts take certain actions, attend events, and engage with your business. Did you know you can make them even more powerful by creating a follow-up for when the tag is added?

This automation sends a personalized 1:1 email to your contact when they gain a specified tag. It also creates a new deal for the contact if they don’t have one already. Say congratulations to fully onboarded members, thank contacts for attending an event, or encourage contacts who may have fallen off activities before finishing all with this automation

Here’s how Deal Creation and Email Upon Tag Being Added works:
1. The automation is triggered when a contact has the specified tag added.
2. The contact arrives at an If/Else action to see if they have a deal record.
3. If they do, they go down the Yes path and arrive at a one hour wait step.
4. After the wait step, they arrive at a send 1:1 email step that will send your contact an email from your personal inbox and then exit the automation.
5. If they don’t have a deal record, they’ll go down the No path and arrive at an add deal action, creating a deal.
6. They’ll then move to a go to action, moving them to the wait step in step 3 and finishing out the automation as usual.

Note: Feel free to build out more actions or messages to make this automation your own.

Note: This is an automation template that you may wish to use multiple times in various configurations to follow up directly based on various tags your contacts can gain.

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