Adding tags to the checkout page in FreshLearn allows you to track members based on their pricing plans. This is useful for segmenting users and applying automation based on their course purchases.
Here is a detailed step-by-step video.
Step 1: Create a Tag
- Log in to your FreshLearn account.
- Go to Settings → Tags.
- Click on Add.
- Enter the Tag Name (e.g., "Free").
- Choose the Entity as Members.
- Click Save.
Step 2: Assign the Tag to a Checkout Page
- Navigate to Products → Courses.
- Select the course you want to tag.
- Go to Pricing and choose a plan (e.g., Free Plan).
- Go to the Confirmation Page section.
- Click on Add Tags and select the previously created tag.
- Click Update to save the changes.
Step 3: Verify the Tag Assignment
- Complete a test purchase from the Checkout Page by filling in the required details.
- The assigned tag from the confirmation page will automatically be applied to the member.
- To check the applied tag:
- Go to Members in FreshLearn.
- Locate the member who made the purchase.
- You will see the assigned tag under their profile.
Conclusion
By adding tags to the checkout page, you can efficiently track and categorize members based on their pricing plans. This feature is especially useful for automation, reporting, and personalized communication.
If you have any questions, feel free to reach out to our support team at support@freshlearn.com.