> ## Documentation Index
> Fetch the complete documentation index at: https://docs.partnero.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send emails automatically when a tag is assigned

Partnero's [automation](/knowledge-base/automation/automation) feature lets you run actions for partners automatically based on predefined triggers. The **Tag is assigned to partner** trigger lets you email a partner the moment a specific tag gets applied to their account, paired with the **Send email** action. This is useful when tags already drive your segmentation and you want messaging to follow automatically, instead of remembering to email everyone who lands in a segment.

The trigger fires whenever the tag is assigned, no matter how it got there: manually in the dashboard, through a bulk action, via the API, or from another automation that adds the tag. You only need to set this up once and it reacts every time, including repeat assignments. If a partner is untagged and then retagged, the email sends again.

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### Set up the automation

To set up the automation:

1. Go to **Automations** in your program dashboard and click **Create automation**: <img src="https://mintcdn.com/partnero/kaeubeLRgqxnmx9s/images/articles/send-emails-automatically-when-a-tag-is-assigned/b2f2d7da.webp?fit=max&auto=format&n=kaeubeLRgqxnmx9s&q=85&s=92c0990df570366fa18c6e7fbb28e4f9" alt="" width="2866" height="1506" data-path="images/articles/send-emails-automatically-when-a-tag-is-assigned/b2f2d7da.webp" />
2. For the trigger, select **Tag is assigned to partner**.
3. Choose the tag that should start the automation.
4. For the action, select **Send email**.
5. Pick the email template to send, or click **Create new email** to build one ([read more about email templates](/knowledge-base/automation/automatically-send-emails-based-on-partner-activity)):<img src="https://mintcdn.com/partnero/kaeubeLRgqxnmx9s/images/articles/send-emails-automatically-when-a-tag-is-assigned/332deec1.webp?fit=max&auto=format&n=kaeubeLRgqxnmx9s&q=85&s=3c2c77a5019817985a483988648398ef" alt="" width="2876" height="1522" data-path="images/articles/send-emails-automatically-when-a-tag-is-assigned/332deec1.webp" />
6. Click **Create** to save the automation.

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### Use cases & examples

* Notify a partner as soon as they are marked VIP or moved into a higher tier
* Send a re-engagement email when a partner is tagged `at-risk` or `dormant`
* Follow up automatically when a partner is tagged `needs-onboarding`
* Send a reward or perks email when a partner is tagged `gold` or `champion`

A few common ways this trigger gets used in practice:

| Automation Name | Trigger | Action |
| - | - | - |
| VIP Welcome | Tag is assigned: `vip` | Send email: "Welcome to VIP" |
| Re-engagement | Tag is assigned: `at-risk` | Send email: "We haven't seen you in a while" |
| Onboarding Nudge | Tag is assigned: `needs-onboarding` | Send email: "Let's get you set up" |
| Tier Upgrade | Tag is assigned: `gold` | Send email: "You've unlocked Gold Tier" |
| Win Back | Tag is assigned: `win-back` | Send email: "We'd love to have you back" |


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