How to Auto-Tag & Segment Clients in ConvertKit Based on Their Behavior Using Make.com
Stop blasting your whole list. Learn how to automatically tag and segment subscribers in ConvertKit based on their website activity or purchase history using Make.com.
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"The money is in the list."
We've all heard it. But actually, the money is in the segmentation.
If you send a "Beginner's Guide to SEO" to an expert, they will unsubscribe.
If you send an "Advanced Technical Audit" offer to a beginner, they will ignore it.
To sell effectively, you need to know who is who.
The Solution: Behavioral Tagging.Instead of asking people "What are you interested in?", watch what they do.
* Did they click the link about SEO? -> Tag: Interest: SEO
* Did they visit your "Hire Me" page? -> Tag: Status: Hot Lead
This guide shows you how to automate this using Make.com and ConvertKit.
Step 1: The "Link Click" Trigger
The easiest way to start is tracking clicks inside your emails.
Native Method (ConvertKit):Interest: Automation).If you want to do more than just tag (e.g., add them to a Notion database or send a Slack alert), use Make.com.
* Trigger: ConvertKit > Watch Events (Link Clicked).
* Filter: Link URL contains "pricing".
Step 2: The "Website Visit" Trigger
This is where it gets powerful. You want to know if a subscriber is lurking on your "Services" page, even if they didn't click an email link today.
To do this, you need to identify them.
* Technique: When you send an email, append ?email={{subscriber.email_address}} to your links.
* Tracking: On your website, use a simple script (or a tool like RightMessage) to grab that email parameter.
The Automation:Add Tag. * Tag: Visited: Services Page.
Step 3: The "Scoring" System
You don't want to email someone the second they visit your site. That's aggressive.
You want to email them when they show high intent.
Let's build a "Lead Score" system in Make.com.
Get Subscriber. * Get current custom field Lead_Score.
* Math: Lead_Score + 10.
Update Subscriber. * Set new Lead_Score.
Step 4: The "Hot Lead" Alert
Now, set a threshold.
* Trigger: ConvertKit > Watch Subscriber (Field Updated).
* Filter: Lead_Score > 50.
* Action: Slack > Send Message.
* "🔥 Hot Lead Alert! {{email}} has a score of {{score}}. Reach out now!"
Seeing this in action makes a huge difference. Once configured, the interface provides a clear visual confirmation that your automation is running smoothly, giving you peace of mind that the system is working as intended.
Real World Example: The "Abandoned Interest" Sequence
I noticed a subscriber clicked my "Course" link 3 times but never bought.
My automation tagged them Interest: Course but Status: Non-Buyer.
> "Hey, I noticed you were checking out the course.
>
> I'm guessing you're on the fence. Is there a specific question holding you back?
>
> Reply to this email and I'll answer personally."
Result: 20% conversion rate on that single email.Conclusion
Stop treating your subscribers like a nameless crowd. They are individuals with specific needs.
By listening to their behavior, you can send the right message at the right time—automatically.
Next Step: Go to ConvertKit. Create 3 tags:Interest: Topic A, Interest: Topic B, Status: Hot Lead. Start tagging your links today.
* Start automating with Make.com
Now that you've segmented them, send them an offer. Learn how to Auto-Send Expiring Offers.
Frequently Asked Questions
Can I track page visits without Make.com?
Yes, ConvertKit has a native 'Link Trigger' feature for clicks inside emails. However, to track visits to your website from *other* sources (like organic traffic) or to tag based on complex logic (e.g., 'Visited Pricing page 3 times'), you need a custom setup like this.
Does this work with ActiveCampaign or Mailchimp?
Yes. The logic is universal: Trigger (User Action) -> Logic -> Action (Add Tag). ActiveCampaign actually has very robust native site tracking, so you might not even need Make.com for this specific use case.
Is it creepy to track users like this?
It's standard industry practice, but you must be transparent. Ensure your Privacy Policy discloses that you track user behavior to personalize content. Most users prefer relevant emails over generic blasts.
How many tags is too many?
Don't tag every single click. Tag 'Intent'. Instead of 'Clicked Link A', use 'Interest: SEO'. Grouping tags keeps your system clean.
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