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# Tags

||| Contents:
* [Introduction](#3-tags)
* [How to turn on the module?](#1-how-to-turn-on-the-module)
* [How to create a Tag?](#1-how-to-create-a-tag)
* [How to assign a Tag to a client?](#1-how-to-assign-a-tag-to-a-client)
* [How can you look up members using Tags?](#1-how-can-you-look-up-members-using-tags)
* [How to send a message to a certain group using Tags?](#1-how-to-send-a-message-to-a-certain-group-using-tags)
* [How can you use automation to assign tag after turning guest to a member?](#1-how-can-you-use-automation-to-assign-tag-after-turning-guest-to-a-member)

### Tags
**How to turn on the module? What to use it for? And everything you need to know.**
---

# How to turn on the module?

You can easily turn the module on **by clicking on the button, right on the Tags section. You can find it in Setting > Modules.**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/b/e/7ebe56acd3251c00/zrzut-ekranu-2026-05-20-o-1732_510lb5.png =550x228)

And after this, you can start using the Module 😉
# How to create a Tag?

Once you've set on the module, you can access the Tags settings. You will see a Create Tag window, where after clicking you'll be able to create a new tag. 

**So! If you've got a permament group of clients that attend Yoga on Monday afternoons, or you have a concrete list of people who would be interested in Gong concert, or maybe you have a person who buys blue Oshee drink on every Wednesday morning, we got you! Now you can note it down using Tags**😉

![](https://storage.crisp.chat/users/helpdesk/website/7ebe56acd3251c00/tagseng2_87eaw5.gif =650x353)

| You can edit or deactivate the tag whenever you want to :)  

# How to assign a Tag to a client?

Once you've created Tags, you can assign them to a concrete client. 

For it, you will need to search for your client, click on the pencil button and under the "Member info" you will see **Tags** tab. 

Then, you can search for a tag you want to assign to your member 🤗

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/b/e/7ebe56acd3251c00/tagi-eng_ih268s.gif =450x481)

# How can you look up members using Tags?

Go to **Reports > Members.** Next click on **Set Filters and Create New Filter.**

Then you'll be able to see each one of the filter you can look up, and once you click on a Tags, you can choose members with which tag you want to see. 

**Here's how** :)  

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/b/e/7ebe56acd3251c00/tagi-eng-2_vam1ib.gif =650x287)

# How to send a message to a certain group using Tags?

In a few easy ways you can automate sending e-mail after a concrete action to your desired group of members 😉

1. As in the last point, **you'll need to create a new Filter with a tag and save it.**

![](https://storage.crisp.chat/users/helpdesk/website/7ebe56acd3251c00/eng1_vae9cj.jpg =300x324)

Once saved, you'll need to set a name to your filter. 

![](https://storage.crisp.chat/users/helpdesk/website/7ebe56acd3251c00/eng2_1wu40b7.jpg =300x319)

2. Go to the **Communication > Automations**, and then **Add Automation**.

Here we can set, for example, **that one day after last workout date, there will be an e-mail sent with the thank you message - and it will be sent directly to our desired group of members.** Nevertheless, you can use any automation you wish here 😉

Here's how you can do it: 

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/b/e/7ebe56acd3251c00/tagi-eng-3_11xdqnn.gif =650x287)

# How can you use automation to assign tag after turning guest to a member?

Another thing you can do with automation and tag, **is to make the system assign tag when turning guests to members who buy certain memberships.**

1. You choose the action "0 days after Guest upgraded to a member by club". (choose 0 to make the system do it immediately.

2. You set either - no additional filters, or select saved filter. You can use filters if you want to connect a tag with membership.

3. Next you choose the Action Assign Tag and choose the tag you want to Assign to a member.

![](https://storage.crisp.chat/users/helpdesk/website/7ebe56acd3251c00/tagseng5_pe1igs.gif =650x298)

And it's done! **Now after you client buys a certain membership, a tag will be assigned to them.** 

**Cool, isn't it?** 🤗

---

**💡You may also want to check out:**

* [Automation of sending e-mail and sms messages](https://help.wod.guru/en/article/automation-of-sending-email-and-sms-messages-1hju899/)
* [Events available in automations](https://help.wod.guru/en/article/events-available-in-automations-qb3szj/)
* [E-mails](https://help.wod.guru/en/article/emails-2ntns0/)