Tools  > Tag Associated Records

Use when working with businesses that may have multiple contacts associated with them


Select a field, then a tag

Start by selecting a field that is used to define the contact association. Then, select which tag you want to apply when this tool is triggered.

Look up the contact record

PlusThis will look up the contact record that triggered it, and find all records associated with it via the configured field. Then, we will apply the configured tag to all of those associated records, including the one that triggered the post.

How to Tag Other Associated Records so That They All Move Through the Funnel Together


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