> For the complete documentation index, see [llms.txt](https://software-help-docs.gitbook.io/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://software-help-docs.gitbook.io/knowledge-base/software-guide/workflow-actions/workflow-action-add-contact-tag.md).

# 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

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* 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

{% embed url="<https://lh4.googleusercontent.com/jkNVjrGPnY6WCjYfdggy6WPV85S-e3VXmoGVPf7qkvXbeEfmb6k3fJoWVzTje5FzyRj2PFcQyyJE9JK4JBsp1EaunGl4Crawr8aVjeLdJ6xON1GPB3N1Z7_QH5VE1oAadJVl36pckPry0yqUysq8yaE>" %}

* 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)

{% embed url="<https://lh5.googleusercontent.com/SLR9-p9wSxmCsaVus4Qi_9gLGXrDEfpliScioAQ_dh8kaPWc8cVJ5Z1Yn7cvQjuW_ptSF4vSkzewBGGTKapwAOEcyMNEWn0SV11YW5mbw8hLkeJhDsfeLvxM1s_QPtu_H6YeCGtUTvKAz63CrIJhHqM>" %}

* 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)

{% embed url="<https://lh4.googleusercontent.com/uUWUTfZ-4O6lq3MhvLq_jKKUiyrtRorqBOVdNj1DzAKKXRA7v3b8z95Et2qgFNxZ_x2sA74V4eU6o7uyQT6rEf2lDn8KhsTzCLnHiZQ1e_XtmMuCdSC_GReCPVi8RQSVg28x6IUhJRB_hJuWkd2fiXE>" %}

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

{% embed url="<https://lh5.googleusercontent.com/UKjQEwo9wzzwtAuVwRFKRM4gSSn-cfvg-ZCnL1aJ-uc0LweRwco8JKbwqPlDkGgq_Llu5h2nYMhXIUgIGZ_9OF9T7Who3XJZevZl8lqAJ8wP-TU4nBJPLAaI2N86eU2xzuPgrFXLXM8jz4_v6Ro_Akk>" %}

* 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)

{% embed url="<https://lh5.googleusercontent.com/nEMu6myQpmfblURvmmsILMOwQ0VjV79PXXQeAv6bjHwYEIKaaglDk0wmb_ZwOfGEm7t5hfLqKQz0c27KXiOKOvCwS_KXYD49UBtRk5TRZgwvVz0xcUb4rAFPuOJAozTLSCGgIWDvYXnCsmfkcB8LoVc>" %}

{% embed url="<https://lh5.googleusercontent.com/l_453sPw-5cHf9Mr8vv5sjUuW1sO6gt1iG7ai8GymeItNvPU3ygxPOw5qTVrUJ2-qYXVFGr14UAA29IM1yEHGReWSbxGDh7n6tniJnB_LbvzzVHVzF-MR23GriafPuevR17W-aCI8es2gctA9H907QM>" %}

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

{% embed url="<https://lh6.googleusercontent.com/eEheV2dCBR7RxHuFuQGoduvq3O80Coz06WV_50MuwVErR26LWQo6pUtXrBuXlVmtSzjQsHelIyYUwe0H8a9Mv6ycCH8VSlbTCn1fRA5mbG5HeeNa80glox4i_nYimsJQ-TmI2LuBhk-F0KwGm3cFxS8>" %}

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

{% embed url="<https://lh3.googleusercontent.com/7qZka_EOjdCc93m16aVJaVzZy6uUkQBfpgaa1U8R9PGfVZ4se0KftIhi-bH6k1WI-tR4tI4_8jLntsaAT6mtiXfw_LmE_Di_qtk30G9bFL_nppAmNT0h7pRO-TFtJOM0hIW-1LZISqiKNnwqIybgN-I>" %}

* 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*

{% embed url="<https://lh6.googleusercontent.com/6haBoq7NTd1ctiBbJWOjiX7OH00wrufLQR_4JtY3WnQ7o4JtkMFO907IGq0kBVPgmVuUCHUdwdIk6_zPj6qQOZvCI4_HwmmjpC8JvU8aI5V8wd_c8KAjZbJ_i2VJEl20woq1qb9AcQBLzPgmhj5LV7U>" %}

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

{% embed url="<https://lh6.googleusercontent.com/yWLM5BfeujKRu6vohzMwYipkkJ3zY0N1fqojWEoU7O8rIeH0rscMKOPOti6tl9C6w8yZ4dZlurQpTnHbOgkDZdVFXA_IKg1tIn-sC90DDrcwePh_hyd-yYvAzI1WqGMLdbiwifAPKY4uRjPvvu4ADrA>" %}

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

{% embed url="<https://lh6.googleusercontent.com/eThuqFy8N8tnWLJYsyxL7BDsoLGiQ-6csvHkSSV6b9EZ8_YBPIGMPD7fF9_arGvYMs5BjdyBMwL8bKEQz2fheexRABsaepBqus-rz4RVTqriHOwdJFAogabRY5ZgiSz6CWfDsEP8A5R7D_aMoAT0HCM>" %}


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