| Plan Availability | ✔ Basic | ✔ Professional | ✔ Business |
How to automatically add tag during customer approval?
- Select 'Customer Management' section from the sidebar navigation.
- Click the 'Embed and Customize' button.
- Scroll down to the ‘Customer Approval Process’ section and add the tag in the ‘Add tag when customer is approved’ field, as shown in the attached image below.
The tag you enter will be automatically added during the customer approval process.
- Save the changes.
View results
- When you go to the customer approval section by click on 'Customer Management" section from sidebar.
- You’ll see the wholesale tag automatically added to the tags section, as highlighted below: