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Success Mindset Sophia Ojha Success Mindset Sophia Ojha

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.

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