Automated tagging

Use automated tagging to automatically apply tags to customers or KYC documents 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.

Create a tag automation

Use this process to automatically tag or untag a customer or KYC document.

1. In the left navigation bar, click Automations .
2. In the Data and alerts section, click Automated tagging.
3. Click 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.
6. Optionally, to apply conditions on when to apply to tag automation: Clear the No conditions checkbox, define the conditions, and then click 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: Click the Add tags field, and enter tag names.
   • To automatically remove tags when a specific event occurs: Click the Remove tags field, and enter tag names.
8. Click Save.

Manage tag automations

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

1. In the left navigation bar, click Automations .
2. In the Data and alerts section, click 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, click the ID number.
   • Edit a tag automation: On the right of an automation, click Edit .
   • Delete a tag automation: On the right of an automation, click Delete .
   • Activate or deactivate a tag automation: On the left of an automation, in the Status column, turn on or off the toggle.