The Contact Tag workflow activates when a tag is added or removed from a contact within the CRM. Tags are highly beneficial for organizing customer information and tracking which customers need follow-up. This feature also lets you move customers from one list or step to another based on activities or actions linked with the customer.

To begin setup, click Add New Workflow Trigger, then select Contact Tag under the Choose a Workflow Trigger dropdown.

Add Filters #

Since this trigger runs every time a contact’s tags are changed, you must add a filter for it to work.

Tag Added #

To trigger the workflow when a tag is added to a contact, click the filters dropdown and select Tag Added.

Next, select the tag you want to use as a trigger. For example, when a “Contact” tag is added to a contact, the workflow is automatically triggered, and the next action is taken, such as sending them a “Thank you” SMS.

Tag Removed #

You can also trigger a workflow when a tag is removed from a contact by selecting the Tag Removed filter and selecting the tag.

For example, if a tag for a mailing list was removed, you can send a follow-up message to confirm the contact meant to unsubscribe and offer them a link to re-subscribe if it was unintentional.

You can add multiple filters as needed by clicking + Add filters.

Once satisfied, click Save Trigger to set your changes. After this, you can configure the rest of your workflow as needed. Make sure to publish your workflow once ready to start capturing audiences.

Frequently Asked Questions #

When does the Contact Tag Trigger fire? #

It fires whenever a tag is added to or removed from a contact, provided you have set the matching filter.

Do I have to add a filter for this trigger? #

Yes. Because the trigger runs on any tag change, you must add a Tag Added or Tag Removed filter for it to work as intended.

Can I trigger on more than one tag? #

Yes. You can add multiple filters by clicking + Add filters to cover several tags or conditions.

What is a common use case for the Tag Added filter? #

A common use is sending a welcome or thank-you message automatically when a specific tag is applied to a contact.

What is a common use case for the Tag Removed filter? #

A common use is sending a confirmation message when a contact is removed from a mailing list, giving them a chance to re-subscribe.

Do I need to save and publish after configuring the trigger? #

Yes. Click Save Trigger to store your settings, then publish the workflow once the rest of the steps are ready.