How to add tags to ConvertKit subscribers for each specific email received in Outlook

Relay.app is an automation tool that lets you automate actions across Outlook Mail, ConvertKit, and many other apps. In this guide, we'll show you how to automatically run the “add tag to subscriber” action in ConvertKit for each email received in Outlook Mail using Relay.app.
Outlook Mail logoOutlook Mail > ConvertKit
Trigger
Last triggered
Outlook Mail logoEmail received
ConvertKit logoAdd tag to subscriber
1

Create your playbook and set the Outlook trigger as "Email received"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Email received" under Outlook. Then, select also trigger for incoming replies. This will allow your playbook to automatically detect the newly received email in Outlook and initiate necessary actions.

If this is your first time using a Outlook integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add tag to subscriber" in ConvertKit automation

Integrate the ConvertKit automation into your playbook to ensure the prompt addition of a new tag to subscriber for each sender of a specific email received in Outlook.

Click the "Add step" button, then locate the "Add tag to subscriber" automation for ConvertKit and input the mandatory and relevant details.

If your ConvertKit account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your ConvertKit account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new tag to subscriber in ConvertKit. Once turned on, it will respond to each new specific email received in Outlook by automatically adding a tag to subscriber in ConvertKit without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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