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
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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