Use this action to tag visitors to target groups of website visitors. For example, if a visitor lands on your website from a specific referring URL, you might want to tag that visitor as having come from a marketing campaign or search engine. You can then target groups of visitors who have a specific tag with personalized proactive offers or templates.
Using tags as criteria for engagement rules requires that you do the following:
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Create a tag and set the tag as active. Or, if you have existing tags to use, make sure that they are active.
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Create a rule that tags visitors. Use conditions such as Visited pages or External Referrer to identify the visitors to apply the tag to. Use the Add Tag to Visitor action, as described on this page, to add the tag to visitors.
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Create another rule that displays a proactive offer or personalized template based on the visitor's tags. Use conditions such as Included visitor tags or Excluded visitor tags to identify visitors with or without certain tags. Set the action for the rule to either Display Proactive Offer or Set Guide Template. Note that you can add a second action to the rule to remove visitor tags. Consider this approach if you are using the tags for a one-time offer.
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Click the app selector
and select Guide. -
Click New Rule or click on an existing rule to edit it.
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Click Action to display a list of actions.
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Select the Add Tag to Visitor action.
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On the right side of the page, start typing the name of the tag to assign to a visitor. Select one or more tags to assign to the visitor.
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Add one or more conditions to the rule.
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Click Save Rule.