Pipeline

Understand Choice Auto Tags

Know when a Hook choice can organize Pipeline activity and when a Team tag can apply.

4 min read For Card creators using automatic tagsReviewed 2026-10-30

Before you start#

Step 1: Start with the visitor choice#
In the selected card's choice settings, review the Choice Auto Tag controls associated with the answer you mean to organize. Keep the visitor-facing answer understandable; internal tagging should not make the question awkward.
Step 2: Keep Pipeline and Team tags separate#
A Pipeline choice tag is tied to the matching call-to-action click. A Team choice tag applies only after a new attributed signup satisfies the relevant conditions.
Selecting a Hook answer alone does not prove someone joined the team. A Team tag does not change the person's permanent sponsor.
Step 3: Choose only tags you are allowed to use#
Use the available authorized tag options in the correct workspace. Do not assume you can apply another person's private labels or change their team relationships.
If you rename choices or change the action, review the mapping again. Publish card changes explicitly before expecting the live card to use them.
Step 4: Verify with real actions, not assumptions#
Review genuine Pipeline activity or the relevant new attributed team signup. Check the actual event that triggers the mapping rather than expecting the tag at every earlier step.
Historical activity may not contain newer breakdowns. Do not invent old events to make the numbers match a new configuration.

Give tags names that are useful internally, not names that disclose private assumptions.
Keep a note of the intended mapping when reviewing a card.

A Team tag did not appear after a visitor chose an answer.: The Team mapping requires a new attributed signup, not just an answer or a click. Check the relevant signup and attribution before expecting the tag.