# Automated tagging

Use automated tagging to automatically apply tags to customers when specific events occur. For example, to automatically tag customers who have activated a new subscription, or to untag customers who stop using the new subscription.

To manually tag or untag customers, AML checks, or KYC documents, see [Tags](/docs/settings/tags#manually-tag-or-untag).

## Create a tag automation

Use this process to automatically tag or untag a customer.

1. In the left navigation bar, press .
2. In the **Data and alerts** section, press **Automated tagging**.
3. Press **Create tag automation**.
4. In the **Name** field, enter a name for the tag automation.
5. In the **Event** dropdown, select an event. When this event is triggered, specified tags are added or removed based on the conditions you define. 
For more information, see [Events](/docs/automations/event-types).
6. Optionally, to apply conditions on when to apply to tag automation: Clear the **No conditions** checkbox, define the conditions, and then press **Add filter**. 
You can add multiple filters.
7. In the **Manage tags** section, select from the following:
  - To automatically add tags when a specific event occurs: Press the **Add tags** field, and enter tag names. 
If the tag does not already exist, press **+ Add tag** to create a new tag.
  - To automatically remove tags when a specific event occurs: Press the **Remove tags** field, and enter tag names.
8. Press **Save**.


## Tag a customer when they spend over a specific amount

Use this process to automatically tag a customer when they spend over a specific amount of money in one transaction.

1. In the left navigation bar, press .
2. In the **Data and alerts** section, press **Automated tagging**.
3. Press **Create tag automation**.
4. In the **Name** field, enter a name for the tag automation.
5. In the **Event** dropdown, select **Transaction processed**. 
This event is triggered when a transaction is processed.
6. Clear the **No conditions** checkbox.
7. In the filter dropdown, select **Transaction > Amount**.
8. In the next dropdown, select **Greater or equal to**.
9. In the **Value** field, enter the amount of money the customer must spend to trigger the event.
10. In the **Add tags** field, enter the name of the tag you want to apply. 
If the tag does not already exist, press **+ Add tag** to create a new tag.
11. Press **Save**.


## Display payment methods based on specific customer tags

Use this process to display specific payment methods if a customer has a specific tag.

To display payment methods based on specific customer tags, the customer must already have the tags applied. For more information, see [Create a tag automation](/docs/automations/automated-tagging#create-a-tag-automation) or [Manually tag a customer](/docs/settings/tags#tag-or-untag-customers).

1. In the left navigation bar, press .
2. In the **Rules engine** section, press **Rules engine**.
3. Press **Core events**.
4. Press **Ready to pay requested**.
5. Press **Rule set**.
6. press **Create rule**.
7. In the **Name** field, enter a name for the rule.
8. Clear the **No conditions** checkbox.
9. In the filter dropdown, select **Customer > Tags > Name**.
10. In the next dropdown, select **is in**.
11. In the next dropdown, select the tag you want to use.
12. In the **Actions** section, press **Add action**, and then press **Adjust ready to pay**.
13. Press **Add another payment method**.
14. Select the payment method you want to display for customers with the tag, and press **Add**.
15. Press **Save rule**.


## Manage tag automations

Use this process to view, edit, delete, and activate or deactivate a tag automation.

1. In the left navigation bar, press .
2. In the **Data and alerts** section, press **Automated tagging**. 
All tag automations are displayed.
3. Select from the following:
  - View a tag automation: On the left of an automation, in the **Name** column, press the ID number.
  - Edit a tag automation: On the right of an automation, press .
  - Delete a tag automation: On the right of an automation, press .
  - Activate or deactivate a tag automation: On the left of an automation, in the **Status** column, turn on or off the toggle.