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Tagging customers on sign up to Email Campaign

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Site URL: https://www.storybookcakes.com.au/

I'm looking for a way to tag customers who sign up to our email list with different tags depending on what option they choose in the sign up form.

Eg Customer will be asked to choose from three options in the sign up form (eg Customer / Member / Expert) and then those tags to automatically apply so that later I can just email one of those groups.

I know I could acheive a similar thing by having three separate sign up forms going to three separate lists, but it would be nice if I could do it all at once and have them on the one list with different tags. 

Also, when trying to edit tags in Profiles, I can only see the option to do it one customer at a time, rather than selecting from a list to add a tag to several people at once. 

Are there workarounds for this? Or do I need to switch to Mailchimp?



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  • 2 months later...

I'm also looking to do this. It's a big factor in determining whether to import my contacts from our CRM to SquareSpace for email campaigns. If we cannot mass-tag lists on import it's extremely tedious to onboard. SquareSpace tech team, any thoughts here? 

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  • Solution
12 hours ago, KE23 said:

I'm also looking to do this.

I have provided an answer in your other thread here:

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Edited by paul2009

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