Workflow Action: Add Contact Tag
About the Add Contact Tag Action
The Add Contact Tag action is a powerful automation tool that lets you automatically assign one or more tags to a contact as they progress through a workflow. Tags act as labels that help you organize, segment, and trigger further actions based on a contact's behavior or attributes. Using this action ensures your database remains structured and your automations run with precision.
Benefits of Automating Contact Tagging
Automatically applying tags through workflows offers several key advantages for managing your contacts and campaigns effectively.
- Enhanced Segmentation: Create specific groups of contacts for targeted messaging and offers.
- Streamlined Automation: Use tags to control the path a contact takes through a workflow or to trigger other automations.
- Personalized Communication: Deliver tailored content by basing messages on the tags a contact has.
- Improved Database Management: Maintain a clean and organized contact list across all your marketing efforts.
- Scalable Organization: As your business grows, a consistent tagging strategy helps manage increasing complexity.
Configuring the Add Contact Tag Action
Follow these steps to add the Add Contact Tag action to a workflow.
Step 1: Create or Edit a Workflow
Navigate to the Automation section from the main menu to access your workflows. Click the button to create a new workflow or select an existing one to edit.
Step 2: Add the Action
In the workflow builder, open the panel containing actions. Find and select the Add Contact Tag option from the list of available actions.
Step 3: Name the Action
Provide a descriptive name for this action step in the designated field. A clear name helps you identify the step's purpose when reviewing your workflow later.
Step 4: Select or Create Tags
In the Tags field, you can choose from existing tags by clicking the dropdown menu. You can search for tags and select multiple ones. If you need a new tag, simply type its name into the field and select the option to create it. The new tag will be added to your system for future use.
Step 5: Choose Tag Mode
An option menu next to the Tags field allows you to switch between Standard and Dynamic tag modes. Standard mode applies the tags exactly as you have selected them, while Dynamic mode allows tags to be generated based on data from the workflow.
Step 6: Save the Action
Click the button to save the action. The step will now be part of your workflow, and the specified tags will be applied to any contact who reaches this point in the automation.
Frequently Asked Questions
Can I apply multiple tags with a single action?
Yes, the action allows you to select and apply multiple tags at the same time.
Does this action remove tags?
No. This action is only for adding tags. To remove tags, you must use the separate Remove Contact Tag action.
Are tags case-sensitive?
Yes, tags are case-sensitive. For example, "Customer" and "customer" would be considered two different tags.
Can a newly added tag trigger another workflow?
Yes, if you have a workflow that is triggered by a contact receiving a specific tag, adding that tag with this action will start that workflow.
Who can create new tags?
The ability to create new tags is controlled by user permissions set within the CRM.
Can I use tags to segment contacts for campaigns?
Absolutely. Tags are a fundamental tool for filtering contacts when building lists for campaigns, broadcasts, and other targeted activities.