How do I tag someone who purchases an offer? How do I automatically tag a new customer?

Follow this guide if you would like to automatically tag new customers who purchase an offer. This feature is great if you want to associate members with an email sequence or remove contacts from an email sequence after they purchase. 

First, we'll need to open the offer settings.

  • Search "Offer" in the Kajabi Assistant, then select an offer:

  • Next, click the "Checkout" tab at the top of the offer settings:

  • Scroll down to the Tags section, then select a tag from the drop-down:

Note: There can only be one tag per offer. 

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