Tags help you track and identify visitors to your pages, enabling targeted follow-up in the future. You can apply tags directly through page settings or use advanced automation for more control.
How tagging based on behavior works
To tag a lead based on their behavior (like a page visit), they must:
Be an existing lead in your account.
Have an active browser cookie from your account, which is created when they interact with your content (e.g., filling out a form or clicking an email link).
Tagging is especially useful for tracking visitors after they’ve made a purchase or clicked through from an email.
Assign a tag with page settings
Follow these steps to assign a tag directly in Page Settings:
Open a page in the Page Builder
Go to Settings > Tags
Select the category and tag from the drop-down fields
Click Add to save the selection
(Optional) Add multiple tags if needed
Click Apply to save your tag settings
Assign a tag with advanced automation
For more control, use Advanced Automation to assign tags based on multiple conditions.
Steps to create a page visit automation rule:
Go to Communications > Advanced automation
Click add Automation to start a new rule
Set "Lead visits page" as the ‘IF’ trigger and select the page you want to track
(Optional) Add an AND condition to apply the tag only if the lead meets additional criteria.
Set "Assign tag" as the ‘THEN’ action and choose the tag you want to apply
Save the automation rule
Example below: If a lead visits your “Home page” but hasn't purchased a product, the system will apply the tag “Page visitor” to the lead.
Learn more
Learn more about advanced automations