Tagging future actions based on custom month intervals in Infusionsoft

Let’s say you want a contact to get tagged whenever they take a certain action in the future, but you want to tag them by month.

Here’s the sequence you need if you want to be specific down to the hour about when they get tagged.

This lets you apply a different tag depending on the month, with your month period starting and stopping whenever you want.

tag applying

Look at the last part of the first column and the first part of the second column. Up until noon eastern on August 15th, the contact will get the July tag, but starting at noon eastern they will get the August tag.