How to add a tag to a form in ConvertKit

Getting started with ConvertKit can be a little difficult. So no worries - I know how it can be learning a brand new app. 

I'd be happy to make you a video tutorial on connecting a form to a tag. But until I get to it, here are the steps in a quick overview:

1. Create your form & and name it clearly. ( Looks like you've done this).
2. Go into Automations. (It's the tab on the top next to Broadcasts and Subscribers)

3. Click on Add rule. ( This will create a new automation trigger rule).
4. On the Trigger side, choose: Subscribes to a Form. 
5. Then select the form you want to add the tag to.
6. On the Action side (on the right), click: Add Tag
7. Then you will see a drop down menu of tags if you already have some. If starting from scratch, you can click on: Create a New Tag and type in the name of the new tag then and there.

That's it. Follow these steps for all new forms you create. And you are done.

Sophia Ojha

Web Design Services + ConvertKit Services + Biz Coaching for Web Designers + Weekly Blog & Video Tutorials

I (Sophia Ojha) am web designer and coach to web designers based in the Blue Ridge Mountains of North Carolina. I love to design websites for my clients via my Website-In-A-Day package or my Website-In-Two-Weeks package. I publish a weekly free newsletter called the Abundant Creative which includes blog articles and video tutorials on using Squarespace, ConvertKit and other online tools for online businesses. Also, I love teaching these platforms one-to-one to clients who can hire me for an hour for a quick crash-course on Squarespace or ConvertKit. I am also the founder of Millionaire Web Designer, a 12-month group coaching program that helps web designers build a successful and spacious web design business.

To ask me about any of these, drop me a line via: Contact page.
Receive invites to events and new content: Abundant Creative Newsletter
Find a web designer for your next project: Millionaire Web Designer Directory

www.millionairewebdesigner.com | www.sophiaojha.com

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