Workflow Action: Add Contact Tag

Adding contact tags is crucial for the organization of smart lists and assists with tracking where a lead is within your process. You can also use the triggers Contact Changed or Contact Tag to automate other processes when adding tags. You may want to tag a lead based on a plethora of triggers or actions that the customer takes such as a purchase or pipeline change. In this article, we will go over how to use this action in a workflow.

First, start by selecting the “+” button

https://lh4.googleusercontent.com/PZyG7V4rIuqtu9Ctqp3HTL6IVLI1C3rdQlA3SooEBc5CqnkjvZuH6cevvcnXsYl8nxI8hrGeeo2swW0gdDEYw57TeX03CBCK8i8GLvd2DOxVtDlB0GvR80OXF9YUyZN1y75v8v73lHoDlFszc9A_JSolh4.googleusercontent.com

This will pull up a list of new Actions you can select for the new step
Scroll down until you see the CRM section, this is where you can select the “Add Contact Tag” button

https://lh4.googleusercontent.com/jkNVjrGPnY6WCjYfdggy6WPV85S-e3VXmoGVPf7qkvXbeEfmb6k3fJoWVzTje5FzyRj2PFcQyyJE9JK4JBsp1EaunGl4Crawr8aVjeLdJ6xON1GPB3N1Z7_QH5VE1oAadJVl36pckPry0yqUysq8yaElh4.googleusercontent.com

This will bring up a tab on the ride side where you can add specific tags to the contact
- Please Note: if you have not created any contact tags yet it won't display any under the TAGS dropdown
- This is where you can create custom Contact Tags (See below)

https://lh5.googleusercontent.com/SLR9-p9wSxmCsaVus4Qi_9gLGXrDEfpliScioAQ_dh8kaPWc8cVJ5Z1Yn7cvQjuW_ptSF4vSkzewBGGTKapwAOEcyMNEWn0SV11YW5mbw8hLkeJhDsfeLvxM1s_QPtu_H6YeCGtUTvKAz63CrIJhHqMlh5.googleusercontent.com

To create a custom “Contact Tag” type out the word that you want to add to a contact in the “TAGS” section
For Example: If the customer is a subscriber I will type “Subscriber”
Next, select the blue “ADD NEW TAG” button to create the new contact tag (see below)

https://lh4.googleusercontent.com/uUWUTfZ-4O6lq3MhvLq_jKKUiyrtRorqBOVdNj1DzAKKXRA7v3b8z95Et2qgFNxZ_x2sA74V4eU6o7uyQT6rEf2lDn8KhsTzCLnHiZQ1e_XtmMuCdSC_GReCPVi8RQSVg28x6IUhJRB_hJuWkd2fiXElh4.googleusercontent.com

Once completed it will look like this (you can add multiple tags if needed)

https://lh5.googleusercontent.com/UKjQEwo9wzzwtAuVwRFKRM4gSSn-cfvg-ZCnL1aJ-uc0LweRwco8JKbwqPlDkGgq_Llu5h2nYMhXIUgIGZ_9OF9T7Who3XJZevZl8lqAJ8wP-TU4nBJPLAaI2N86eU2xzuPgrFXLXM8jz4_v6Ro_Akklh5.googleusercontent.com

To stay extra organized it’s recommended to type the name of the new contact tag you created in the “ACTION NAME” section
This will allow you to see what exactly the contact tag is without having to go into the workflow step (see below)

https://lh5.googleusercontent.com/nEMu6myQpmfblURvmmsILMOwQ0VjV79PXXQeAv6bjHwYEIKaaglDk0wmb_ZwOfGEm7t5hfLqKQz0c27KXiOKOvCwS_KXYD49UBtRk5TRZgwvVz0xcUb4rAFPuOJAozTLSCGgIWDvYXnCsmfkcB8LoVclh5.googleusercontent.com

https://lh5.googleusercontent.com/l_453sPw-5cHf9Mr8vv5sjUuW1sO6gt1iG7ai8GymeItNvPU3ygxPOw5qTVrUJ2-qYXVFGr14UAA29IM1yEHGReWSbxGDh7n6tniJnB_LbvzzVHVzF-MR23GriafPuevR17W-aCI8es2gctA9H907QMlh5.googleusercontent.com

Please make sure you click the “Save Action” button before you close or move on to another step/action

In the workflow example below, we have multiple triggers and an if/else action to branch from depending on which trigger the contact activated. Then we add a tag based on how the lead entered the workflow. Search for the If/Else Action in the help library for more information.