Assigning Tags through Campaigns

Mautic Campaigns allow you to automate the process of assigning tags to contacts based on specific criteria or actions. This is useful for organizing and segmenting your contacts to deliver more targeted marketing.

Warning

We’re assuming you already have relevant tags created in Mautic.

Steps

1. Navigate to the Campaigns page in Mautic and open the desired Campaign and edit it (or create a new one).
2. Open the Campaign Builder.
3. In the Campaign Builder canvas, add a new Decision to check for the criteria you want to use for assigning the tag. This could be things like:
   • Checking if the Contact is a member of a specific Segment
   • Looking for a specific Contact Field value
   • Seeing if the Contact has taken a certain action
4. Connect the Decision outcome that you want to trigger the tagging to a new Action.
5. For the Action, choose Modify contact's tags".
6. In the Action configuration, select whether you want to Add or Remove tags.
7. Choose the Tag(s) you wish to apply/remove based on this criteria.
8. Add the Action and connect it back to the Campaign flow.
9. Activate the Campaign when ready.

After these steps

Contacts who meet the defined criteria in the Campaign will have the specified tags automatically added or removed, and you can view a Contact's tags on their profile page to confirm the Campaign actions have applied properly.

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