# 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

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* 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)

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* 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)

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

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* 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)

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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

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* Click on the “+” symbol, search for “add” and select _Add Contact Tag_

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* 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_

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

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

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