Tags are a feature that let you mark a user as they pass through your funnel, then use that for later decisions.

Tags are attached to a specific visitor (and their visitor ID) and can be used across funnels provided the user is still tracked effectively, i.e. they are on the same device or if coming from another device/email, have had their visitor ID manually forced.

Here are some examples of where tagging can be useful:

  • You want to tag a user as they go down a path and then always send their repeat visits down a different path
  • You want to treat a user differentally in a funnel if you know they have seen a certain lander or offer before
  • You want to treat a user differentally if they have passed through a separate funnel already

Adding tags to your funnel can be done like with any node type - simply right click > advanced > add visitor tag(s).

Here you can then select from existing tags or enter a new tag name and click add.

Once added, link this into your funnel at the point where you want the tag to apply. Here I have done so when users are sent to Lander A:

Now, all visitors who go click on action 1 in my lander will get sent to Lander A and tagged on the way. 

Let's say I want to make it so that a user only sees lander A once. If they have seen it before and click action 1, I want to send them to lander B instead.

To do this I just need to put a condition between the initial lander and tag that checks for that tag. If the tag exists, they have passed through before and need to go to lander B. If not, they can go to lander A and get tagged in the process.

The condition I would use looks like this:

So, if the visitor tag does exist (YES result), I will send to lander B and my updated funnel design would be something like this:

Lastly, remember these tags again are cross-funnel and based on the visitor ID.

So, you can tag someone in Funnel A then route by that tag in Funnel B to create cross-funnel smart routing, provided the user isn't switching devices.

In cases where users switch devices, e.g. if you send follow up emails, you can also store their visitor ID (which you can pass using the {visitor-id} token) and pass this into your funnel/page URLs under the flux_visitor parameter, which will allow FunnelFlux to check against tags that the user had applied in the past.

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