Tags allow you to keep your contacts organized, so it’s important to keep them updated and remove any tag that no longer applies to a customer. Doing so gives you control over contact categorization and improves your targeting in marketing campaigns. You can delete tags associated with a contact upon executing the workflow with the Remove Contact Tag workflow action.
Removing Tags #
To use this action, access the Workflow builder inside the Automation section. Create or edit an existing workflow.
In the workflow builder, click the “+” icon to add an action and select Remove Contact Tag from the list.
- Toggle the Remove All tags option to reset the contact to no tags.
- Alternatively, individually select the desired tag(s) to remove from the dropdown menu. In this step, you can include multiple tags for removal.
Click Save Action once you’ve selected the tags. Then, Publish and Save to activate the workflow.
By removing outdated or irrelevant tags, you can maintain a clean, organized contact database, making it easier to re-engage customers through other pipelines or with new offers. This action helps ensure your marketing efforts stay relevant and your contact list remains well-maintained.
Frequently Asked Questions #
What does the Remove Contact Tag action do? #
It deletes one or more tags from a contact when the workflow runs, helping keep contact categorization accurate and up to date.
Where do I add this action? #
Open the Workflow builder in the Automation section, create or edit a workflow, click the “+” icon, and select Remove Contact Tag.
Can I remove all tags at once? #
Yes. Toggle the Remove All tags option to reset the contact to no tags.
Can I remove specific tags only? #
Yes. You can individually select one or more tags to remove from the dropdown menu.
Why is removing outdated tags useful? #
It keeps your contact database clean and organized, which improves targeting and makes it easier to re-engage contacts through other pipelines or offers.
How do I activate the workflow after configuring it? #
Click Save Action after selecting tags, then Publish and Save to activate the workflow.
