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Auto-tag leads by source

Every new contact that lands in your inbox gets stamped with where they came from: Meta Ads, organic WhatsApp click, manual import, or another connected channel. The tag is applied before any human touches the thread.

Overview

The Lead tag feature writes a contact tag the moment a new conversation is created. The tag value reflects the source of the lead, so you can segment, route, and report from the very first message.

Combined with tag triggers and staff triggers, lead tags become the input that fires everything else: welcome sends, owner assignment, follow-up workflows.

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If you run Meta Ads with a WhatsApp objective, lead tags pair perfectly with the Meta Ads custom fields so you keep both a coarse tag and the detailed campaign metadata on the same contact.

Setup

  1. Open the sub-account, then Lead tag.
  2. Enable the feature.
  3. Define the tag template. You can use static text, the source name, the campaign ID, or any Meta Ads field as a variable.
  4. Save. From now on, every new conversation will receive the tag automatically.

Tag format

Recommended formats keep the tag short, lowercase, and dash-separated:

  • source-meta-ads
  • source-organic
  • source-import
  • campaign-summer-2026

Avoid spaces and uppercase letters. Some CRMs treat Source-Meta-Ads and source-meta-ads as different tags, which fragments your segments.

Example

Tag everyone arriving from Meta Ads with both the channel and the campaign ID:

Tag template: source-meta-ads, campaign-{{ad_source_id}}

Result

  1. A new contact opens a WhatsApp from a Meta Ad click.
  2. The conversation is created with both source-meta-ads and campaign-1234567 on the contact.
  3. Your CRM workflows can branch on either tag: one fires the welcome message, the other routes the lead to the campaign owner.

Important notes

  • Lead tags only fire on new conversations. Re-engagement on an existing contact won't reapply the tag.
  • You can apply multiple tags from a single template, comma-separated.
  • Tag templates support all Meta Ads custom fields as variables.
  • Keep the tag count under your CRM's per-contact tag limit, usually 100.

Troubleshooting

The tag arrives empty

The variable in your template doesn't resolve for that lead. For example, campaign-{{ad_source_id}} on an organic lead becomes campaign-. Wrap dynamic parts with a default value or add a static fallback tag.

The tag appears twice

You probably have a CRM-side workflow also writing the same tag. Disable one of the two so the tag stays clean.

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