bookmi.Help Center

Tag and enroll automatically on link

When a customer links to a contact for the first time, add tags and enroll them in a sequence automatically.

Updated 2026-10-101 min read

Applies to

Industries
Restaurants・Real Estate・Small Businesses
Plans
Small Businesses All plans
Feature
Customer Contact
On this page
  1. Setup
  2. Behaviour
  3. When enrollment fails

Setup

Under Settings → Connectors → LINE → Settings, in "On link":

  • Tags: type a tag and press Enter (up to 10), e.g. "LINE new".
  • Sequence: pick an active sequence. The enroller is whoever saves the setting; email steps go out from that person's Gmail.

Behaviour

  • Runs the moment a customer links via a code or an agent links in the message center. First link only; relinking manually does not repeat it.
  • The conversation logs what happened (tags added, sequence enrolled).
  • If the chosen sequence is paused, only the tags are added.
  • Tags and sequence history are visible on the contact.

When enrollment fails

The conversation log states the reason (in Japanese):

  • "このシーケンスで配信中" / "別のシーケンスで配信中": a contact can be in one sequence at a time.
  • "メールアドレス未登録": the sequence is email-only and the contact has no email address.
  • "配信停止済み": the customer has opted out.
  • "登録者の Gmail が未連携": the sequence has email steps but the person who saved the setting has no Gmail connected. Reconnect it under Settings → Mailbox.
Was this article helpful?

Still need help?

Customers can reach live support from the admin. For questions before signing up, use the contact form.