Tags help keep your contacts organized and enable more efficient segmentation for targeted campaigns. The Add Contact Tag workflow action allows you to automatically add tags to contacts when specific triggers are activated, such as form or survey submissions. This action ensures your contact database stays organized and that you can easily manage your audience.

In the workflow builder, click the “+” and add the “Add Contact Tag” action from the options.

Tags #

To add tags to a contact in your workflow, select the tags you want to associate with the contact. You have the option to choose multiple tags for each contact if you would like. The tags that you have already selected will have checkmarks next to them.

+Add Tag #

If you want to add a new tag that is not available in your existing tag list, begin typing the tag in the space provided and click on Add New Tag to save it.

Remember to Save the Action.

The Add Contact Tag action is a valuable tool for keeping your contact database organized and ensuring your marketing efforts are streamlined. By automatically tagging contacts based on specific triggers, you can maintain a clean and accurate list that supports targeted campaigns and improves customer engagement.

Frequently Asked Questions #

What does the Add Contact Tag action do? #

It automatically adds one or more tags to a contact when a workflow trigger is activated, such as a form or survey submission.

Can I add multiple tags at once? #

Yes. You can select multiple tags for each contact, and already-selected tags will show a checkmark next to them.

What if the tag I need doesn’t exist yet? #

Begin typing the new tag in the provided space and click Add New Tag to create and save it.

Where do I add this action? #

In the workflow builder, click the “+” icon and select the Add Contact Tag action from the options.

Why use automatic tagging? #

It keeps your contact database clean and organized, supporting better segmentation, targeted campaigns, and improved customer engagement.

Do I need to save the action? #

Yes. Always save the action so the tags are applied when the workflow runs.