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

• 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

• 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)

• 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)

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

• 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)

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.

• Add the workflow triggers and filters as needed for your use case

• Click on the “+” symbol, search for “add” and select Add Contact Tag

• Type in the tag that you want to use to select an existing tag or add a new one.

Please Note: Tags are not case-sensitive and will convert to lowercase

• After selecting or adding a tag it will look like the screenshot below

• Save the action, publish the workflow when completed, and save the workflow!