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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.

최종 업데이트 2026-10-10약 1분

대상

업종
음식점・부동산・중소기업・개인사업자
플랜
중소기업・개인사업자 전체 플랜
기능
Customer Contact
이 글의 내용
  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.
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