How do I set up the Engagement Tagging Automation: Part 1 & Part 2?

This automation 'measures' how engaged your contacts are with your content. You can read about the benefits in this article.

When setting up a new automation, you can choose from pre-set templates, in which you can load Part 1 - Engagement Tagging and Part 2 - Engagement Tagging:


You can customise the templates to fit the specific needs of your business strategy, or simply activate them directly and let them do the work for you. Once the automations are activated, they will automatically assign tags to your contacts (Engaged, Disengaged, Inactive). This way, you can easily identify how engaged your contacts are and decide, for example, to remove all contacts with the 'Inactive' tag periodically.

Part 1 – Engagement Tagging:

This automation functions like a timer and is triggered by the Part 2 - Engagement Tagging automation. It removes tags and adds new ones based on a number of waiting steps within the automation.

Part 2 – Engagement Tagging:

This automation uses multiple start triggers to 'measure' the contacts' interaction with your content. If a contact performs an action based on these start triggers, the contact will enter this automation. Once a contact enters this Part 2 automation, the contact will also be immediately removed from the Part 1 automation and then placed back at the top of the Part 1 automation. This is to ensure that the contact follows the correct path of tag assignment.

It is best to set the Part 2 start triggers for the most important activities you want to 'measure'. You will need to determine for yourself which activities (such as opening a specific email, clicking on a link in a specific email, or visiting your website, for example) are relevant enough to decide whether this contact should be marked as engaged or not. If you choose website visits as a trigger, you need to place website tracking on your website.

Please note: make sure to activate both automations, as the automations do not work individually. Also, set the start triggers of Part 2 to 'runs: multiple times'. This ensures that contacts continue to progress through your automations when they interact with your messages and/or website content:



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