Manually adding Tags to every new subscriber takes time better spent creating.
Kit gives you two ways to automate it:
Either works—some creators prefer the visual layout of Visual Automations, while others like the "if this, then that" nature of Rules.
If you're not sure which to choose, start with a Visual Automation. Getting comfortable there will help you build more complex automations down the road.
Option 1: Tagging with Visual Automations
1. Create a new Visual Automation
Go to Visual Automations under the Automate tab in the top navigation, then click the + New automation button.
On the next page, click Start from scratch under the Empty Automation option.
2. Add your entry point(s)
The entry point is how subscribers enter the Visual Automation—and what triggers it to run.
For example, to tag subscribers who join a specific Form, set up a Joins a form entry point with that Form.
To trigger the automation from other events too, click the + sign to the right of your entry point and add more. Subscribers can enter through any of them.
NOTE: Visual Automations can have up to five entry points. If you need more, combine a group of entry points into a single Tag in a separate Visual Automation, then add an "Is added to a tag" entry point here.
3. Create an action step to add a Tag
Click the + sign below your entry point, then set up an Action step with the Tag you want to add.
NOTE: To add more than one Tag, set up another "Add or remove Tag" action step after this one.
4. Name your Visual Automation (optional)
Give your Visual Automation a name from the top left so it's easy to find later.
5. Activate your Visual Automation
Once it's ready, activate it by clicking the Active toggle at the top right of the page.
From now on, any subscriber who enters through your entry point(s) gets the Tag automatically.
Option 2: Tagging with Automation Rules
1. Create a new Automation Rule
Go to Rules under the Automate tab in the top navigation, then click + New rule at the top right of the page.
2. Select your trigger step(s)
The trigger is the event that causes your Automation Rule to run.
For example, to tag subscribers who join a specific Form, set up a Subscribes to a form trigger with that Form.
To fire the Rule from other events too, click the + sign below your trigger and add more. The Rule runs when any of them happen.
3. Select "Add tag" as your Automation Rule's action
On the right, set up an "Add tag" action with the Tag you want to add.
NOTE: To add more than one Tag, set up another "Add tag" action after this one.
4. Save your Automation Rule
When you're done, click the Save Rule button at the bottom right of the page.
That's it—whenever the Rule is triggered, the subscriber gets the Tag automatically.
NOTE: If your Automation Rule isn't working, check that it isn't disabled.










