Workflow Trigger: Contact Tag

This article will explain how to set up a Contact Tag Workflow trigger, what it can be used for, and why.

  1. Select the β€œAdd New Trigger” button as seen below

  1. This will pull up a list of new Triggers you can select for the new step

    • Scroll down until you see the Contact section, this is where you can select the β€œContact Tag” button

  1. This will bring up a list on the right side where you can add specific tags to the trigger (Note: you can add more than one Contact tag)

    • Under the β€œFilters” drop-down select β€œTag Added” or β€œTag Removed”

  • Please Note: if you have not created any contact tags yet it won't display any under the β€œSelect Tag” ****drop-down

  1. To create a custom β€œContact Tag” type out the word that you want to add to a contact in the β€œTAGS” section

  • For Example: If the customer is a subscriber I will type β€œSubscriber”

  • Next, select the blue β€œADD NEW TAG” button to create the new contact tag (see below)

  • This is one way you can create custom Contact Tags

  1. 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 β€œWorkflow Trigger Name” section

    • This will allow you to see exactly what the contact tag is without having to click on the trigger details (see below)

  1. Please make sure you click the β€œSave Trigger” button before you close or move on to another step

  • This will now allow you to see the type of contact tag that you created (see below)

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