Tag clients with form tags
Last updated 29 April 2026
Form tags are applied automatically to any client who signs up through a Money Alive Office form. Set them when you create the form, or update them later via Settings > Name and tags.
Steps
Open Marketing — click Marketing in the left-hand menu.
Open Campaign pages — select the Campaign pages tab.
Open the form's settings — click the settings icon for the form you want to update.
Choose Settings — pick settings from the menu.
Select Name and tags — choose it from the available options.
Enter your tags — under Assign tags to clients, enter one tag per line.
In the example above, anyone who registers through the form is tagged with tag and tag2. You can later filter clients in reports using these tags.
Reference
| Behaviour | Detail |
|---|---|
| Case sensitivity | Tags are case insensitive. |
| Whitespace | Spaces inside tags are significant — box set and boxset are different tags. |
| One tag per line | Enter each tag on its own line in the Assign tags to clients field. |
| Visibility | Applied tags appear on the client's profile and in the clients report. |
